BELLOSGUARDO FOUNDATION INC (EIN 471833911) - 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

2016

Legal Domicile

Principal Officer

JEREMY LINDAMAN

Phone

8057055333

Tax Period

2024-07-01 to 2025-06-30

BELLOSGUARDO FOUNDATION INC, founded in 2016, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 9% surplus.

Mission

THE BELLOSGUARDO FOUNDATION WAS FORMED TO RECEIVE THE HUGUETTE CLARK ESTATE ASSETS, TO OPERATE AS A COMMUNITY CENTER TO PROMOTE THE ARTS. ACTIVITIES INCLUDE COMMUNITY OUTREACH, DONOR DEVELOPMENT, AND THE OPERATION AND MAINTENANCE OF THE COLLECTIONS.

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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 $693,164

Program Service Revenue $1,230,890

Investment Income $14,513

Other Revenue $0

TOTAL REVENUE $1,938,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $467,602

Fundraising Expenses $36,256

Program Expenses $1,632,311

Other Expenses $1,298,086

TOTAL EXPENSES $1,765,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,938,567	$1,139,015	+0.7%
Expenses	$1,765,688	$1,405,935	+0.3%
Net Income	$172,879	$-266,920	-1.6%

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

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

$120,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDI NICHOLSON	SECRETARY	1.00	Officer Director	$0	$0	$0
DICK WOLF	CHAIR	1.00	Officer Director	$0	$0	$0
STEPHEN CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSH CONVISER	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM HURLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT LIEFF	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES PATRIZIA	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN RUTKOWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY TOBEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMY LINDAMAN	PRESIDENT	40.00	Officer	$120,000	$0	$120,000

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
2025	$1,938,567	$1,765,688	$100,129,654	$172,879
2024	$1,139,015	$1,405,935	$99,988,029	$-266,920
2023	$644,597	$1,031,551	$95,536,134	$-386,954

BELLOSGUARDO FOUNDATION INC