NATIVITY BVM PLACE (EIN 273583614) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

HEATHER HUOT

Phone

2676635430

Tax Period

2024-07-01 to 2025-06-30

NATIVITY BVM PLACE, founded in 2010, is a small nonprofit in the Housing & Shelter sector that reported $781K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.1M exceeded revenue, resulting in a 41% operating deficit.

Mission

DEVELOPMENT AND RENTAL OF LOW INCOME HOUSING FOR SENIORS AGE 62+ IN PORT RICHMOND

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $461,772

Program Service Revenue $313,139

Investment Income $22

Other Revenue $6,297

TOTAL REVENUE $781,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,671

Fundraising Expenses $0

Program Expenses $1,045,805

Other Expenses $951,969

TOTAL EXPENSES $1,102,640

Year-over-Year Comparison

	2024	2023	Change
Revenue	$781,230	$717,523	+0.1%
Expenses	$1,102,640	$1,035,872	+0.1%
Net Income	$-321,410	$-318,349	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER HUOT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN MEACHAM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN MCCRARY	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK NESSEL	TREASURER	1.00	Officer Director	$0	$0	$0
RUBEN DAVID	MEMBER	1.00	Director	$0	$0	$0
MATTHEW GAMBINO	MEMBER	1.00	Director	$0	$0	$0
TAMEATA JORDAN	MEMBER	1.00	Director	$0	$0	$0
FR JOSEPH KELLEY	MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$781,230	$1,102,640	$9,274,638	$-321,410
2024	$717,523	$1,035,872	$9,507,563	$-318,349
2023	$679,063	$1,006,533	$9,847,827	$-327,470
2022	$644,378	$1,070,599	$10,155,559	$-426,221
2021	$634,200	$983,449	$10,486,388	$-349,249
2019	$619,296	$938,397	$11,122,254	$-319,101

NATIVITY BVM PLACE