BEVERLYWOOD HOMES ASSOCIATION C/O … - 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

1940

Legal Domicile

Principal Officer

CHARLES SHAMASH

Phone

3102763463

Tax Period

2024-07-01 to 2025-06-30

BEVERLYWOOD HOMES ASSOCIATION C/O FIRSTSERVICE RESIDENTIAL, founded in 1940, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2024.

Mission

SEE STATEMENT O

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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 $1,161,921

Program Service Revenue $0

Investment Income $57,125

Other Revenue $136,703

TOTAL REVENUE $1,355,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,134,353

Other Expenses $1,398,957

TOTAL EXPENSES $1,398,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,355,749	$1,285,221	+0.1%
Expenses	$1,398,957	$1,189,322	+0.2%
Net Income	$-43,208	$95,899	-1.5%

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
ADRIANA MOLLICA	PRESIDENT	2.00	Director	$0	$0	$0
LISA VIDIKAN	VICE PRESIDENT	2.00	Director	$0	$0	$0
CHARLES SHAMASH	TREASURER	2.00	Director	$0	$0	$0
NINA CHEA	SECRETARY	2.00	Director	$0	$0	$0
BRUCE GILMAN	MEMBER	2.00	Director	$0	$0	$0
MARCI SANDELL	MEMBER	2.00	Director	$0	$0	$0
DAVID YADEGAR	MEMBER	2.00	Director	$0	$0	$0
SHORAM ZACKARY	MEMBER	2.00	Director	$0	$0	$0
VICTORIA FRANKEL	MEMBER	2.00	Director	$0	$0	$0
SOPHIE MELAMED	MEMBER	2.00	Director	$0	$0	$0
AARON SPIWAK	MEMBER	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
2025	$1,355,749	$1,398,957	$2,317,096	$-43,208
2024	$1,285,221	$1,189,322	$2,267,881	$95,899
2023	$1,416,389	$1,338,949	$2,298,110	$77,440
2022	$1,237,017	$1,412,067	$2,271,845	$-175,050
2021	$1,870,902	$1,559,072	$2,478,164	$311,830
2020	$1,327,954	$1,227,948	$2,402,562	$100,006

BEVERLYWOOD HOMES ASSOCIATION C/O FIRSTSERVICE RESIDENTIAL