BELMONT COMMUNITY ORGANIZATION

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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

1956

Legal Domicile

Principal Officer

Kathy Lanier

Phone

7048254526

Tax Period

2024-07-01 to 2025-06-30

BELMONT COMMUNITY ORGANIZATION, founded in 1956, is a small nonprofit that reported $174K in total revenue in fiscal year 2024. The organization ran a surplus of $41K, a strong 23% operating margin.

Mission

The Belmont Community Organization (BCO) was founded in 1956 with the mission to assist people in our local comminity. Each year the BCO goves out more than 100,000 pounds of food as well as clothing, furniture, appliances, and household items to nearly 1,000 families. We also provide limited financial assistance for medication, rent and utilities.

Program Service Accomplishments

Program 1

Expenses: $15,246 Revenue: $0

Pays for electricity, water, gas, and medical bills for those who can not afford it

Program 2

Expenses: $8,015 Revenue: $0

Provides canned food goods, dry foods and frozen foods to those who qualify

Program 3

Expenses: $5,251 Revenue: $0

Helps pay rent for those who cannot afford it

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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 $0

Program Service Revenue $0

Investment Income $35,956

Other Revenue $138,493

TOTAL REVENUE $174,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,559

Fundraising Expenses $0

Program Expenses $28,512

Other Expenses $73,793

TOTAL EXPENSES $133,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,449	N/A	N/A
Expenses	$133,858	N/A	N/A
Net Income	$40,591	N/A	N/A

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

Total Directors

$51,532

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paula	Wilkerson	40.00	Director	$51,532	$0	$51,532

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	$174,449	$133,858	$546,895	$40,591
2021	$164,798	$113,305	$403,162	$51,493
2020	$114,243	$128,528	$351,702	$-14,285
2019	$121,802	$121,000	$365,569	$802