The British Benevolent Society of … - Form 990 Financial Data

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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

1963

Legal Domicile

Principal Officer

Kelly Ducourty

Phone

4154217195

Tax Period

2023-01-01 to 2023-12-31

The British Benevolent Society of California Inc, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $148K in total revenue in fiscal year 2023. Expenses of $202K exceeded revenue, resulting in a 37% operating deficit.

Mission

Our mission is to provide assistance to sick, elderly, disabled or financially distressed British citizens in California and certain other Western States.

Program Service Accomplishments

Program 1

Expenses: $120,727

Provided relief assistance on behalf of sick, elderly or financially distressed British Citizens. .

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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 $35,522

Program Service Revenue $0

Investment Income $93,087

Other Revenue $19,047

TOTAL REVENUE $147,656

Expense Breakdown

Grants Paid $57,924

Salaries & Benefits $110,964

Fundraising Expenses $22,169

Program Expenses $120,727

Other Expenses $32,708

TOTAL EXPENSES $201,596

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,656	$139,313	+0.1%
Expenses	$201,596	$197,729	+0.0%
Net Income	$-53,940	$-58,416	-0.1%

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

$78,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Baker	Executive Dir.	40.00	Officer	$78,000	$0	$78,000
Lucy Leonelli	Secretary	4.00	Officer Director	$0	$0	$0
Luke Patten	Director	2.00	Director	$0	$0	$0
David Harding	Director	2.00	Director	$0	$0	$0
Hedley Potts	Director	2.00	Director	$0	$0	$0
Karen Thomas	Director	2.00	Director	$0	$0	$0
Kathleen Kimura	Director	2.00	Director	$0	$0	$0
Steven Wares	CFO	4.00	Officer Director	$0	$0	$0
Kelly Ducourty	President	4.00	Officer Director	$0	$0	$0
Ricky Platt	Director	2.00	Director	$0	$0	$0
Karen Beale	Vice President	4.00	Officer Director	$0	$0	$0
Alex Sinclair	Director	2.00	Director	$0	$0	$0
Karen Leech	Director	2.00	Officer Director	$0	$0	$0
Arif Damji	Director	2.00	Director	$0	$0	$0
Penny Harwood	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	No data	No data	No data	No data
2023	$147,656	$201,596	$1,978,632	$-53,940
2022	$139,313	$197,729	$1,907,895	$-58,416
2021	$152,749	$220,077	$2,340,496	$-67,328
2020	$154,617	$246,477	$2,238,086	$-91,860

The British Benevolent Society of California Inc