BELLE HAVEN ACTION (EIN 352593446) - 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

2017

Legal Domicile

Principal Officer

CECILIA TAYLOR

Phone

6502570357

Tax Period

2023-01-01 to 2023-12-31

BELLE HAVEN ACTION, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $241K in total revenue in fiscal year 2023. Revenue surged 69% from the prior year, signaling strong growth momentum.

Mission

TO DEVELOP RESIDENT LEADERS, BROKER RESOURCES AND SERVICES, BUILD THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS, AND ADVOCATE FOR CHANGE LEADING TO A SECURE AND THRIVING FUTURE FOR MENLO PARK'S BELLE HAVEN RESIDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $232,260

Program Service Revenue $8,283

Investment Income $0

Other Revenue $0

TOTAL REVENUE $240,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,084

Fundraising Expenses $14,918

Program Expenses $210,346

Other Expenses $114,712

TOTAL EXPENSES $239,796

Year-over-Year Comparison

	2023	2022	Change
Revenue	$240,543	$142,717	+0.7%
Expenses	$239,796	$96,987	+1.5%
Net Income	$747	$45,730	-1.0%

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

$29,162

Total Directors

$29,162

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CECILIA TAYLOR	PRESIDENT& D	40.00	Officer Director	$29,162	$0	$29,162
ADRIENNE ALI	DIRECTOR	1.00	Director	$0	$0	$0
BARRIE HATHAWAY	SEC, TREAS.&	1.00	Officer Director	$0	$0	$0
PUSHPINDER LABANA	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$240,543	$239,796	$87,842	$747

BELLE HAVEN ACTION