BENEFICIAL RETURNS INC

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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

2025

Legal Domicile

Principal Officer

Theodore Levinson

Phone

4159946668

Tax Period

2025-01-01 to 2025-12-31

BENEFICIAL RETURNS INC, founded in 2025, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $309K in total revenue in fiscal year 2025. The organization ran a surplus of $291K, a strong 94% operating margin.

Mission

To reduce poverty and improve the natural environment, particularly in Latin America and Southeast Asia, through impact investing.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

This is our first year of operations and the organization did not have any program services this year.

Program 2

Expenses: $0 Revenue: $0

This is our first year of operations and the organization did not have any program services this year.

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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 (2025)

Revenue Breakdown

Contributions & Grants $228,498

Program Service Revenue $0

Investment Income $80,775

Other Revenue $1

TOTAL REVENUE $309,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $17,869

TOTAL EXPENSES $17,869

Year-over-Year Comparison

	2025	2024	Change
Revenue	$309,274	$309,273	+0.0%
Expenses	$17,869	$17,869	N/A
Net Income	$291,405	$291,404	+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

N/A

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
Theodore Levinson	Board Member	N/A	Director	$0	$0	$0
Michael Gabriel	Treasurer	N/A	Officer Director	$0	$0	$0
Michael Lebovitz	Board President	N/A	Officer Director	$0	$0	$0
Carlos Pierre	Board Member	N/A	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	$309,274	$17,869	$3,336,882	$291,405