BEYOND THE SANCTUARY (EIN 834557198) - 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

2017

Legal Domicile

Principal Officer

ESSIE CALHOUN-MCDAVID

Phone

5853297364

Tax Period

2023-01-01 to 2023-12-31

BEYOND THE SANCTUARY, founded in 2017, is a small nonprofit in the Human Services sector that reported $855K in total revenue in fiscal year 2023. Revenue surged 83% from the prior year, signaling strong growth momentum.

Mission

BTS PROVIDES AID TO MEMBERS OF OUR COMMUNITY WHO ARE DEALING WITH POVERTY AND FOOD INSECURITY. BTS SERVICES INCLUDE FREE FOOD, CLOTHING AND SOCIAL WORK ASSISTANCE.

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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 $853,917

Program Service Revenue $0

Investment Income $1,576

Other Revenue $0

TOTAL REVENUE $855,493

Expense Breakdown

Grants Paid $214,647

Salaries & Benefits $156,725

Fundraising Expenses $1,105

Program Expenses $625,878

Other Expenses $542,596

TOTAL EXPENSES $913,968

Year-over-Year Comparison

	2023	2022	Change
Revenue	$855,493	$466,445	+0.8%
Expenses	$913,968	$446,332	+1.0%
Net Income	$-58,475	$20,113	-3.9%

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

$22,200

Total Directors

$22,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ESSIE CALHOUN-MCDAVID	CHAIR	20.00	Officer Director	$0	$0	$0
DR TWYLA CUMMINGS	VICE CHAIR	10.00	Officer Director	$0	$0	$0
REV DERRILL A BLUE	ADVISORY BOARD CHAIR	2.00	Officer Director	$0	$0	$0
SHERI WATKINS	TREASURER	4.00	Officer Director	$0	$0	$0
CARMEN ALLEN	PRESIDENT & CEO	40.00	Officer Director	$22,200	$0	$22,200
QUINCY ALLEN	TREASURER	4.00	Officer Director	$0	$0	$0
ALLISON BARTLETT	SECRETARY	4.00	Officer Director	$0	$0	$0
DR ROBIN COLE	DIRECTOR	2.00	Director	$0	$0	$0
JASON HENDERBERG	DIRECTOR	2.00	Director	$0	$0	$0
GREGORY T HINTON	DIRECTOR	2.00	Director	$0	$0	$0
RITA METRAS	DIRECTOR	2.00	Director	$0	$0	$0
CLAYTON WILEY	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
2023	$855,493	$913,968	$54,255	$-58,475
2023	$699,971	$896,152	$76,150	$-196,181
2022	$466,445	$446,332	$112,052	$20,113

BEYOND THE SANCTUARY