Bellaire West Community Improvement Association (EIN 741545547) - 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

1965

Legal Domicile

Principal Officer

Lawrence Greer

Phone

7139530808

Tax Period

2024-01-01 to 2024-12-31

Bellaire West Community Improvement Association, founded in 1965, is a small nonprofit that reported $248K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $223K left a modest 10% surplus.

Mission

CIVIC AND SOCIAL WELFARE ORGANIZATION - PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE PUBLIC AND COMMUNITY THROUGH THE FOLLOWING OBJECTIVES

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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 $246,744

Investment Income $781

Other Revenue $0

TOTAL REVENUE $247,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,033

Other Expenses $223,042

TOTAL EXPENSES $223,042

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,525	$313,071	-0.2%
Expenses	$223,042	$232,743	0.0%
Net Income	$24,483	$80,328	-0.7%

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

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
Joanne Radford	President	2.00	Officer Director	$0	$0	$0
Judy Watts	Vice President	2.00	Officer Director	$0	$0	$0
Vinh Nguyen	Secretary	2.00	Officer Director	$0	$0	$0
Patricia Jaramillo	Director	2.00	Director	$0	$0	$0
Charles Lovetro	Director	2.00	Director	$0	$0	$0
Veronica Hernandez	Director	2.00	Director	$0	$0	$0
Yolanda Del Toro	Treasurer	2.00	Officer Director	$0	$0	$0
Ursula Santos	Director	2.00	Director	$0	$0	$0
Bertha Lopez	Director	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
2024	$247,525	$223,042	$362,898	$24,483
2023	$313,071	$232,743	$297,658	$80,328
2022	$317,736	$291,352	$375,927	$26,384

Bellaire West Community Improvement Association