BELMONT HOUSING ASSOCIATESINC (EIN 840914323) - 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

1983

Legal Domicile

Principal Officer

FELIPE PEREZ

Phone

3034338636

Tax Period

2023-10-01 to 2024-09-30

BELMONT HOUSING ASSOCIATESINC, founded in 1983, is a small nonprofit in the Housing & Shelter sector that reported $635K in total revenue in fiscal year 2023. Expenses of $579K left a modest 9% surplus.

Mission

PROVIDING HOUSING FOR THE ELDERLY AND THE DISABLED.

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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 $468,139

Program Service Revenue $161,362

Investment Income $3,779

Other Revenue $1,755

TOTAL REVENUE $635,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,310

Fundraising Expenses $0

Program Expenses $448,500

Other Expenses $495,169

TOTAL EXPENSES $579,479

Year-over-Year Comparison

	2023	2022	Change
Revenue	$635,035	$608,495	+0.0%
Expenses	$579,479	$569,451	+0.0%
Net Income	$55,556	$39,044	+0.4%

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
FELIPE PEREZ	PRESIDENT	10.00	Officer Director	$0	$0	$0
CRISTINA PEREZ	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
FRANCISCO GALLARDO	SECRETARY	10.00	Officer 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	$635,035	$579,479	$846,073	$55,556
2023	$608,495	$569,451	$877,471	$39,044
2022	$597,199	$657,262	$837,955	$-60,063
2021	$592,519	$655,108	$1,053,258	$-62,589
2020	$558,024	$541,692	$921,294	$16,332

BELMONT HOUSING ASSOCIATESINC