BELLA VISTA FOUNDATION

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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

4798557633

Tax Period

2024-01-01 to 2024-12-31

BELLA VISTA FOUNDATION, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $204K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

To enhance the Bella Vista community including but not limited to its amenities facilities recreation activities community events and programs.

Program Service Accomplishments

Program 1

Expenses: $142,880 Revenue: $142,550

Walton Foundation tree planting program

Program 2

Expenses: $64,347 Revenue: $57,394

Golf FORE Charity

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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 $57,394

Program Service Revenue $142,550

Investment Income $3,964

Other Revenue $0

TOTAL REVENUE $203,908

Expense Breakdown

Grants Paid $205,371

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,227

Other Expenses $1,856

TOTAL EXPENSES $207,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$203,908	$219,245	-0.1%
Expenses	$207,227	$156,774	+0.3%
Net Income	$-3,319	$62,471	-1.1%

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

100

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
Charles Teal	Vice President	5.00	Officer Director	$0	$0	$0
Stuart Sorensen	Treasurer	3.00	Officer Director	$0	$0	$0
Katy Henkel	Director	1.00	Director	$0	$0	$0
Steve Hughes	Director	1.00	Director	$0	$0	$0
Ann Dahlke	President	1.00	Director	$0	$0	$0
Peggy Pfeifer	Director	1.00	Director	$0	$0	$0
Carrie Wilson	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	$203,908	$207,227	$177,006	$-3,319
2023	$219,245	$156,774	$175,925	$62,471
2022	$207,483	$191,393	$113,455	$16,090
2021	$213,246	$216,468	$97,364	$-3,222