A NEW DIRECTION BEVERLY MORGAN PARK (EIN 451020570) - 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

2011

Legal Domicile

Phone

7732537226

Tax Period

2020-07-01 to 2021-06-30

A NEW DIRECTION BEVERLY MORGAN PARK, founded in 2011, is a small nonprofit that reported $189K in total revenue in fiscal year 2020. Revenue decreased 7% compared to the prior year. Expenses of $178K left a modest 6% surplus.

Mission

TO PROVIDE COUNSELING, EDUCATION, SUPPORT, AND ADVOCACY TO INDIVIDUALS AND FAMILIES AFFECTED BY DOMESTIC VIOLENCE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $46,711

Program Service Revenue $0

Investment Income $32

Other Revenue $142,431

TOTAL REVENUE $189,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $161,352

Fundraising Expenses $0

Program Expenses $118,012

Other Expenses $16,819

TOTAL EXPENSES $178,171

Year-over-Year Comparison

	2020	2019	Change
Revenue	$189,174	$204,483	-0.1%
Expenses	$178,171	$150,524	+0.2%
Net Income	$11,003	$53,959	-0.8%

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

N/A

Employees

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
COLLEEN MIXAN MIKAITIS	Director	Director	$0	$0	$0
SUSAN ANDERSON	Director	Director	$0	$0	$0
MARYBETH CARLSON	Treasurer	Director	$0	$0	$0
YVONNE DELPRINCIPE	Director	Director	$0	$0	$0
MARIE FERRO-LUSK	Vice President	Director	$0	$0	$0
MICHELE PETTIFORD	Director	Director	$0	$0	$0
MONICA CAREY	Director	Director	$0	$0	$0
NANCY MCMORRAN	President	Director	$0	$0	$0
MARTHA MCNICHOLAS LOWRY	Director	Director	$0	$0	$0
SARAH HURLEY	Secretary	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
2021	$189,174	$178,171	$350,958	$11,003
2020	$204,483	$150,524	$334,719	$53,959
2019	$181,391	$140,911	$257,944	$40,480

A NEW DIRECTION BEVERLY MORGAN PARK