BELLEVUE INC (EIN 541252715) - 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

1985

Legal Domicile

Principal Officer

DONALD W MERRICKS

Phone

4347990456

Tax Period

2023-07-01 to 2024-06-30

BELLEVUE INC, founded in 1985, is a small nonprofit that reported $314K in total revenue in fiscal year 2018. The organization ran a surplus of $119K, a strong 38% operating margin.

Mission

HOUSING FOR SPECIAL NEEDS INDIVIDUALS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $591,945

Investment Income $0

Other Revenue $0

TOTAL REVENUE $591,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $405,496

Other Expenses $410,725

TOTAL EXPENSES $410,725

Year-over-Year Comparison

	2023	2022	Change
Revenue	$591,945	$591,945	N/A
Expenses	$410,725	$421,746	0.0%
Net Income	$181,220	$170,199	+0.1%

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

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
ROY N FORD	PRESIDENT	0.50	Officer Director	$0	$0	$0
DR JULIET J BROWN	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JERRY L WILLIAMS JR	SECRETARY/ TREASURER	0.50	Officer Director	$0	$0	$0
DEBRA L DODSON	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM T HARVILLE	DIRECTOR	0.50	Director	$0	$0	$0
BARRY RICHMOND	DIRECTOR	0.50	Director	$0	$0	$0
JOHN A MORNING	DIRECTOR	0.50	Director	$0	$0	$0
DIRON CLEMENTS	DIRECTOR	0.50	Director	$0	$0	$0
JESSIE L BARKSDALE	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS EASTWOOD	DIRECTOR	0.50	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
2025	No data	No data	No data	No data
2024	$591,945	$410,725	$8,617,126	$181,220
2023	$591,945	$421,746	$8,980,087	$170,199
2022	$591,945	$456,974	$9,311,032	$134,971
2020	$453,202	$463,010	$9,827,748	$-9,808
2019	$314,460	$482,070	$10,182,273	$-167,610
2018	$314,460	$195,652	$9,930,555	$118,808

BELLEVUE INC