BELLE HAVEN ACTION

EIN: 352593446 501(c)(3) Community Improvement

MENLO PARK, CA

Total Revenue
$240,543
Total Expenses
$239,796
Total Assets
$87,842
Net Assets
$46,477
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CA
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.

Program Service Accomplishments

Program 1
Expenses: $210,346 Revenue: $8,283

IN 2023, BELLE HAVEN ACTION (BHA) CONTINUED ITS MISSION TO ADDRESS THE PRESSING NEEDS OF OUR COMMUNITY BY FOCUSING ON A BROAD RANGE OF LOCAL ISSUES. OUR WORK TOUCHED ON CRITICAL AREAS SUCH AS...

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IN 2023, BELLE HAVEN ACTION (BHA) CONTINUED ITS MISSION TO ADDRESS THE PRESSING NEEDS OF OUR COMMUNITY BY FOCUSING ON A BROAD RANGE OF LOCAL ISSUES. OUR WORK TOUCHED ON CRITICAL AREAS SUCH AS HOUSING, LOCAL EMPLOYMENT, ENVIRONMENTAL JUSTICE, PUBLIC HEALTH, TRANSPORTATION, AND VOTER ENGAGEMENT. THROUGH A STRENGTH-BASED APPROACH, WE AIMED TO CONFRONT AND MITIGATE THE EFFECTS OF SYSTEMIC RACISM AND EMPOWER OUR NEIGHBORS. ONE OF OUR SIGNIFICANT INITIATIVES WAS OUR COLLABORATION WITH A COMMUNITY- BASED ORGANIZATION TO LAUNCH THE FIRST VOTER EDUCATION CENTER IN BELLE HAVEN. OUR GOAL WAS TO DOUBLE VOTER TURNOUT IN THE NEIGHBORHOOD, AND WE ENGAGED DIRECTLY WITH THE COMMUNITY THROUGH SURVEYS ABOUT FARMERS MARKETS, OUTREACH AND COMMUNICATIONS TO EDUCATE RESIDENTS ABOUT VOTING RIGHTS, LOCAL RESOURCES, AND THE BENEFITS OF BHAS WORK. WE ALSO EXPLORED WAYS TO IMPROVE ACCESS TO INFORMATION, ENSURING THAT EVERYONE COULD ENGAGE WITH THE CITY AND COUNTY MEANINGFULLY. AHEAD OF THE GRAND OPENING OF AN AFFORDABLE HOUSING DEVELOPMENT, BHA PLAYED AN ACTIVE ROLE IN FACILITATING THE APPLICATION PROCESS. WE HOSTED INFORMATIONAL SESSIONS AND PROVIDED DIRECT SUPPORT TO POTENTIAL APPLICANTS, OFFERING ASSISTANCE TO THOSE WHO WERE DENIED OR HAD QUESTIONS ABOUT THE PROCESS. OUR FIRST-EVER OPEN HOUSE AT OUR NEW OFFICE WAS A MILESTONE IN EXPANDING OUR PHYSICAL PRESENCE IN THE COMMUNITY. WE PARTNERED WITH OTHER LOCAL ORGANIZATIONS TO SHARE THE SPACE, FOSTERING COLLABORATION AND REINFORCING OUR COMMITMENT TO WORKING TOGETHER FOR THE BENEFIT OF THE BELLE HAVEN COMMUNITY. WE ALSO CONTINUED OUR PARTICIPATION IN THE UMOJA HEALTH SOUTH COUNTY INITIATIVE AND LAUNCHED A NEW PARTNERSHIP WITH THE SAN MATEO COUNTY HEALTH COALITION TO ADDRESS HEALTH DISPARITIES AND PROMOTE WELLNESS. WE ALSO PROVIDED A SHUTTLE TO THE LAST REPARATIONS MEETING IN SACRAMENTO. LOOKING AHEAD, BHA REMAINS COMMITTED TO HONORING THE PAST AND BUILDING A STRONGER, MORE UNITED FUTURE. WE WILL CONTINUE TO HOST OUR SIGNATURE EVENTS, INCLUDING THE ANNUAL MARTIN LUTHER KING JR. DAY UNITY WALK, JUNETEENTH CELEBRATION, BLACK HISTORY MONTH ACTIVITIES, RUBY BRIDGES DAY, AND THE NAACP GALA. IN ADDITION, WE ARE EXPANDING OUR EFFORTS TO SUPPORT TENANTS IN CRISIS, PROVIDING TRANSPORTATION ACCESS TO CRITICAL MEETINGS, AND LAUNCHING A NEW STRATEGIC PLAN TO GUIDE OUR WORK IN THE YEARS TO COME. IN ALL OF OUR WORK, BELLE HAVEN ACTION STRIVES TO CREATE A MORE JUST, EQUITABLE, AND VIBRANT COMMUNITY FOR ALL.

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Trantor Score

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

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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

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Governance

Voting Members
4
Independent Members
3
Employees
9
Volunteers
50

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
2
$29,162
Total Directors
4
$29,162
Key Employees
0
$0
Highest Compensated
0
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
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