BETHEL HERITAGE FOUNDATION OF SAN FRANCISCO (EIN 455483807) - 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

4159770558

Tax Period

2018-07-01 to 2019-06-30

BETHEL HERITAGE FOUNDATION OF SAN FRANCISCO, founded in 2011, is a micro nonprofit that reported $19K in total revenue in fiscal year 2018. The organization ran a surplus of $10K, a strong 55% operating margin.

Mission

THE MISSION OF BETHEL HERITAGE FOUNDATION OF SAN FRANCISCO (BHF) IS TO RAISE, MANAGE, AND ADMINISTER FUNDS TO SUPPORT ADVANCEMENT OF THE MISSION OF BETHEL AFRICAN METHODIST EPISCOPAL CHURCH OF SAN FRANCISCO (BETHEL AME CHURCH). BHF WAS FORMED IN PART TO (1) CREATE A SEPARATE FUNDRAISING FUNCTION FROM BETHEL AME CHURCH IN ORDER TO INCREASE THE EFFECTIVENESS AND FOCUS OF THE FUNDRAISING IN SUPPORT OF THEIR COMMON MISSION AND TO ALLOW BETHEL AME CHURCH TO FOCUS ON ITS RELIGIOUS PROGRAMS; (2) SERVE AS A VEHICLE FOR ASSET PROTECTION WITH A DIFFERENT RISK PROFILE FROM BETHEL AME CHURCH; (3) SEPARATE ENDOWMENT FROM OPERATIONAL FUNDS, WHICH MAY HAVE SEPARATE INVESTMENT STRATEGIES; AND (4) PROVIDE FLEXIBILITY IN OPERATIONS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $7,479

Program Service Revenue $0

Investment Income $11,039

Other Revenue $0

TOTAL REVENUE $18,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,354

TOTAL EXPENSES $8,354

Year-over-Year Comparison

	2018	2017	Change
Revenue	$18,518	$-164	-113.9%
Expenses	$8,354	$9,795	-0.1%
Net Income	$10,164	$-9,959	-2.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
FRANKIE JACOBS GILLETTE	CHAIRPERSON	Officer Director	$0	$0	$0
MICHELLE LONG	Secretary	Officer Director	$0	$0	$0
ONIKEH W STEADY	Treasurer	Officer Director	$0	$0	$0
BOBBY SISK	BOARD MEMBER	Director	$0	$0	$0
REV DRTYRONE HICKS	BOARD MEMBER	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
2019	$18,518	$8,354	$391,751	$10,164
2018	$-164	$9,795	$381,587	$-9,959

BETHEL HERITAGE FOUNDATION OF SAN FRANCISCO