BELLEAIR COMMUNITY FOUNDATION (EIN 455425037) - 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

2012

Legal Domicile

Principal Officer

KARLA RETTSTATT

Phone

7272191817

Tax Period

2024-01-01 to 2024-12-31

BELLEAIR COMMUNITY FOUNDATION, founded in 2012, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $68K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO RAISE FUNDS AND DEVELOP OTHER RESOURCES FOR COMMUNITY IMPROVEMENTS THAT WILL BENEFIT AND BE ENJOYED BY RESIDENTS AND VISITORS.

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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 $49,235

Program Service Revenue $0

Investment Income $2,020

Other Revenue $0

TOTAL REVENUE $51,255

Expense Breakdown

Grants Paid $25,531

Salaries & Benefits $0

Fundraising Expenses $2,126

Program Expenses $58,372

Other Expenses $41,443

TOTAL EXPENSES $67,607

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,255	$108,557	-0.5%
Expenses	$67,607	$68,794	0.0%
Net Income	$-16,352	$39,763	-1.4%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
K RETTSTATT	CHAIRPERSON	4	Officer Director	$0	$0	$0
JOHN RICH	V CHAIRPERSON	2	Officer Director	$0	$0	$0
JEN HALLER	DIRECTOR	1	Director	$0	$0	$0
JAMES MCARTHUR	DIRECTOR	1	Director	$0	$0	$0
THOMAS NESSLER	DIRECTOR	1	Director	$0	$0	$0
MARY E TOLL	SECRETARY	1	Officer 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	$51,255	$67,607	$206,245	$-16,352
2023	$108,557	$68,794	$222,597	$39,763
2022	$191,968	$92,844	$182,834	$99,124
2021	$179,439	$156,159	$83,710	$23,280
2020	$91,136	$115,109	$60,430	$-23,973
2019	$93,478	$72,503	$84,208	$20,975
2018	$250,344	$253,180	$77,759	$-2,836

BELLEAIR COMMUNITY FOUNDATION