Patrons for Bellaire Parks (EIN 760687995) - 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

2002

Legal Domicile

Principal Officer

Damien Whitley

Phone

7136617275

Tax Period

2023-01-01 to 2023-12-31

Patrons for Bellaire Parks, founded in 2002, is a small nonprofit in the Recreation & Sports sector that reported $125K in total revenue in fiscal year 2023. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 51% operating margin.

Mission

Support of the public parks in Bellaire, TX, to enhance the health, safety, and educational well-being of the local community.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,804

Program Service Revenue $0

Investment Income $4,253

Other Revenue $115,320

TOTAL REVENUE $125,377

Expense Breakdown

Grants Paid $43,585

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,585

Other Expenses $18,040

TOTAL EXPENSES $61,625

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,377	$71,339	+0.8%
Expenses	$61,625	$38,701	+0.6%
Net Income	$63,752	$32,638	+1.0%

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

100

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
Amisha Dalwadi	President	8.00	Officer Director	$0	$0	$0
Julie McNee	Past President	2.00	Officer Director	$0	$0	$0
Andy Williamson	VP Sponsorship/Fundraising	2.00	Officer Director	$0	$0	$0
Sharon Veldman	VP Sponsorship/Fundraising	2.00	Officer Director	$0	$0	$0
Kristi Coffey	VP Events	2.00	Officer Director	$0	$0	$0
Lindsay Crow	VP Events	2.00	Officer Director	$0	$0	$0
Emily Downing-Ishee	VP Communications	2.00	Officer Director	$0	$0	$0
Roopal Amin	VP Communications	2.00	Officer Director	$0	$0	$0
Damien Whitley	Treasurer	10.00	Officer Director	$0	$0	$0
Leta Coffman-Iles	Secretary	2.00	Officer Director	$0	$0	$0
Faby Lopez	Director	1.00	Director	$0	$0	$0
Rebekah El-hakam	Director	1.00	Director	$0	$0	$0
Amanda Lewis	Director	1.00	Director	$0	$0	$0
Sheetal Dalwadi-Oza	Director	1.00	Director	$0	$0	$0
Caroline Moore	Director	1.00	Director	$0	$0	$0
Karalee Gatlin	Director	1.00	Director	$0	$0	$0
Trisha Pollard	Director	1.00	Director	$0	$0	$0
Lilly Gilmer	Director	1.00	Director	$0	$0	$0
Dan Collins	Director	1.00	Director	$0	$0	$0
Dawn Bloomer	Director	1.00	Director	$0	$0	$0
Peggy Chang	Director	1.00	Director	$0	$0	$0
Sonu Mathew	Director	1.00	Director	$0	$0	$0
Mayra Marshall	Director	1.00	Director	$0	$0	$0
Pierre Marcoux	Director	1.00	Director	$0	$0	$0
Amanda Marcoux	Director	1.00	Director	$0	$0	$0
Tatiana Peterson	Director	1.00	Director	$0	$0	$0
Lisa Lim	Director	1.00	Director	$0	$0	$0
Caroline Long	Director	1.00	Director	$0	$0	$0
Cindy Taylor	Director	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
2024	No data	No data	No data	No data
2023	$125,377	$61,625	$421,955	$63,752
2021	$56,538	$25,292	$325,557	$31,246
2020	$58,953	$17,316	$369,463	$41,637
2019	$93,683	$123,659	$322,674	$-29,976
2018	$138,634	$89,610	$352,861	$49,024

Patrons for Bellaire Parks