BELLE CHASSE EDUCATIONAL FDTN (EIN 721510910) - 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

2001

Legal Domicile

Principal Officer

JOSEPH BEKERIS

Phone

5044335850

Tax Period

2024-07-01 to 2025-06-30

Mission

MANAGEMENT OF BELLE CHASSE ACADEMY SCHOOL

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $43,955

TOTAL EXPENSES $43,955

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$43,955	$43,956	0.0%
Net Income	N/A	$-43,956	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

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
JOSEPH BEKERIS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DELL DEMPSEY	SECRETARY	2.00	Officer Director	$0	$0	$0
JANE MIZE	TREASURER	2.00	Officer Director	$0	$0	$0
MOSES STITH	MEMBER	2.00	Director	$0	$0	$0
MARIAN WALLIS	MEMBER	2.00	Director	$0	$0	$0
BOBBIE WHIDDON	MEMBER	2.00	Director	$0	$0	$0
DAVID WHIDDON	MEMBER	2.00	Director	$0	$0	$0
MARY BEKERIS	MEMBER	2.00	Director	$0	$0	$0
BERENGHER BRECHTEL	MEMBER	2.00	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
2025	No data	$43,955	$15,647,820	No data
2024	No data	$43,956	$16,317,708	No data
2023	No data	$43,956	$16,953,125	No data
2022	No data	$43,956	$17,561,196	No data
2021	$278,082	$1,667,766	$18,141,077	$-1,389,684
2020	$1,256,453	$1,945,559	$38,002,598	$-689,106
2019	$1,268,480	$1,267,421	$20,863,490	$1,059
2018	$1,264,525	$1,286,077	$21,240,700	$-21,552

BELLE CHASSE EDUCATIONAL FDTN