BELLEVILLE WIDOWS & ORPHANS HOME (EIN 540830314) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1921

Legal Domicile

Principal Officer

CALEB F MEDLEY JR MD

Phone

7574844311

Tax Period

2020-01-01 to 2020-12-31

BELLEVILLE WIDOWS & ORPHANS HOME, founded in 1921, is a small nonprofit that reported $399K in total revenue in fiscal year 2018. Revenue surged 2242% from the prior year, signaling strong growth momentum. The organization ran a surplus of $355K, a strong 89% operating margin.

Mission

TO ESTABLISH, OWN, CONDUCT A HOME OR HOMES FOR THE CARE, MAINTENANCE AND RELIEF OF THE POOR, NEEDY OR HOMELESS PERSONS, WITHOUT REGARD TO RACE, RELIGION OR NATIONAL ORIGIN.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $8,991

Other Revenue $17,595

TOTAL REVENUE $26,586

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,820

Other Expenses $9,188

TOTAL EXPENSES $9,188

Year-over-Year Comparison

	2020	2019	Change
Revenue	$26,586	$18,535	+0.4%
Expenses	$9,188	$68,037	-0.9%
Net Income	$17,398	$-49,502	-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

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
CALEB F MEDLEY JR MD	PRESIDENT	2.00	Officer Director	$0	$0	$0
AARON ROBERTS	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
L ERIC MILLER	2ND VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
TRACEY REDDICK MCNEIL	SECRETARY	2.00	Officer Director	$0	$0	$0
DELZORRA PRESHA	ASSISTANT SECRETARY	2.00	Officer Director	$0	$0	$0
EZRA L LOCKE	TREASURER	4.00	Officer Director	$0	$0	$0
IONA MONROE	ASSITANT TREASURER	0.10	Officer Director	$0	$0	$0
H RUDY DEMBY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES FLOYD HURT	TRUSTEE	1.00	Director	$0	$0	$0
CLIFFORD MONROE	TRUSTEE	1.00	Director	$0	$0	$0
TONYA E NELSON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM Z SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES N WATSON	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP B HENRY III	TRUSTEE	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
2020	$26,586	$9,188	$2,165,569	$17,398
2019	$18,535	$68,037	$2,148,171	$-49,502
2018	$399,109	$43,924	$2,197,673	$355,185

BELLEVILLE WIDOWS & ORPHANS HOME