BELLA VISTA 12 STEP HOUSE INC

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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

2021

Legal Domicile

Phone

4798765599

Tax Period

2025-01-01 to 2025-12-31

BELLA VISTA 12 STEP HOUSE INC, founded in 2021, is a micro nonprofit that reported $7K in total revenue in fiscal year 2025. Revenue fell 94% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6K, a strong 91% operating margin.

Mission

TO PROVICE THE MEETING SPACE, SUPPORT AND STAFF FOR INDIVIDUALS IN THE 12 STEP RECOVERY PROGRAM

Program Service Accomplishments

Program 1

Expenses: $600

ACCUMULATE ASSETS TO BUILD MEETING SPACE

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,497

Program Service Revenue $0

Investment Income $5,418

Other Revenue $0

TOTAL REVENUE $6,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $600

Other Expenses $600

TOTAL EXPENSES $600

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,915	$108,505	-0.9%
Expenses	$600	$1,244	-0.5%
Net Income	$6,315	$107,261	-0.9%

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

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
JAMES PALMER	DIRECTOR	3.00	Director	$0	$0	$0
JOHN B COATS	PRESIDENT	10.00	Officer	$0	$0	$0
PAMELA J COATS	SEC	4.00	Officer	$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	$6,915	$600	$375,093	$6,315
2024	$108,505	$1,244	$818,637	$107,261
2023	$7,227	No data	$709,363	No data
2022	$163,748	No data	$442,227	No data