BEL-AIR ASSOCIATION (EIN 950537632) - 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

1937

Legal Domicile

Principal Officer

JAMIE MEYER

Phone

3104743527

Tax Period

2024-01-01 to 2024-12-31

BEL-AIR ASSOCIATION, founded in 1937, is a small nonprofit that reported $658K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $564K left a modest 14% surplus.

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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 (2024)

Revenue Breakdown

Contributions & Grants $275,241

Program Service Revenue $0

Investment Income $35,438

Other Revenue $347,402

TOTAL REVENUE $658,081

Expense Breakdown

Grants Paid $0

Salaries & Benefits $265,675

Fundraising Expenses $0

Program Expenses $447,612

Other Expenses $298,086

TOTAL EXPENSES $563,761

Year-over-Year Comparison

	2024	2023	Change
Revenue	$658,081	$791,886	-0.2%
Expenses	$563,761	$529,545	+0.1%
Net Income	$94,320	$262,341	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BRAND	EXECUTIVE DIRECTOR	40.00		$138,186	$11,646	$149,832
BLAIR TANNER	BOARD MEMBER	3.00	Director	$0	$0	$0
JONATHAN SILVER	Board Member	3.00	Director	$0	$0	$0
LESLIE WEISBERG	Board Member	3.00	Director	$0	$0	$0
ARMAN MOUHIBIAN	Treasurer	5.00	Officer Director	$0	$0	$0
JAMIE MEYER	President	5.00	Officer Director	$0	$0	$0
ADAM FANNON	BOARD MEMBER	3.00	Director	$0	$0	$0
FELICIA FERRARI-HEDLEY	BOARD MEMBER	3.00	Director	$0	$0	$0
LISA LEVIN	BOARD MEMBER	3.00	Director	$0	$0	$0
MARK GOODMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
JOHN MORRIS	BOARD MEMBER	3.00	Director	$0	$0	$0
CAROL BENNETT	BOARD MEMBER	3.00	Director	$0	$0	$0
MARK RIOS	BOARD MEMBER	3.00	Director	$0	$0	$0
FREDERIC ROSEN	BOARD MEMBER	5.00	Director	$0	$0	$0
GAIL SROLOFF	BOARD MEMBER	5.00	Director	$0	$0	$0
EVAN KLEBE	CFO	5.00	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
2025	No data	No data	No data	No data
2024	$658,081	$563,761	$778,027	$94,320
2023	$791,886	$529,545	$679,491	$262,341
2022	$518,304	$378,369	$414,663	$139,935
2021	$472,043	$390,852	$274,864	$81,191
2020	$368,447	$376,115	$220,062	$-7,668
2019	$312,478	$452,033	$201,796	$-139,555
2018	$265,611	$329,810	$339,591	$-64,199

BEL-AIR ASSOCIATION