Belle Haven Action

Nonprofit profile at a glance

EIN
352593446
IRS 990 coverage
2023–2024
Forms available
Form 990 2024, Form 990-EZ 2022, Form 990-N 2021
Location
Menlo Park, CA, USA
Phone
6502570357
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community, Neighborhood Development

Reported finances

Revenue
$272,990
Expenses
$191,075
Assets
$153,981
Liabilities
$25,589

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • CECILIA TAYLOR (PRESIDENT& D)

Highest reported compensation

  • CECILIA TAYLOR (PRESIDENT& D): $34,164 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To develop resident leaders, broker resources and services, build the capacity of individuals and organizations, and advocate for change leading to a secure and thriving future for menlo park's belle haven residents.

What it reported doing in 2024

During the 2024 tax year, belle haven action continued its work to showcase and address local needs, issues, challenges, and opportunities, applying a strengths-based approach to stemming systemic racism in the belle haven neighborhood and surrounding areas. Our efforts focused on key areas including housing, local jobs, environmental justice, health needs, transportation, and voter engagement.key program service accomplishments for 2024 included: housing and community advocacy: we hosted workshops on tenants' rights and affordable housing, providing vital information to approximately 200 attendees. We actively participated in regional and county-wide conferences to advocate for equitable housing policies.health and wellness: we promoted and held health fairs offering free services..youth engagement and workforce development: our community engagement efforts for voter education were expanded, bringing in local high school students to work with our young adult outreach team, all students of color. Partnerships and coalition building: we maintained our collaborative efforts, including participation with thrive, the association for nonprofits in san mateo county, and umoja health of south san mateo county. We also continued our board membership and participation in the partnership for climate justice in the bay area, working on environmental justice initiatives in our community.outreach and engagement: we maintained an active outreach calendar and published our newsletter via email, text, social media, and print, distributing it door-to-door to the nearly 7,000 residents of the belle haven neighborhood.cultural and historical events: we sponsored and participated in local celebrations of black history and culture, including the ruby bridges walk to school day, juneteenth, the martin luther king jr. Day unity walk, and the citys black history month celebration. We also continued our video oral history project, accessible online at mpblackhistory.info

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 92
  • Accountability: 90
  • Sustainability: 54
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 51.7%; rating input score 52
  • Program expense ratio: 73.9%; rating input score 74
  • Fundraising efficiency: $22.32 raised per $1 spent on fundraising; rating input score 60; 60th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 30%; rating input score 82; 82nd percentile among comparable filings
  • Total-asset coverage ratio: 0.81; rating input score 35; 35th percentile among comparable filings
  • Liabilities to assets ratio: 0.17; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 17.9%; rating input score 21; 21st percentile among comparable filings

Growth

  • Program expense growth: -39.4% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: 29.8% per year; rating input score 100; 93rd percentile among comparable filings
  • Asset growth: 13.1% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 51.7% of revenue deployed · 73.9% of spending went to programs
  • Governance: 3 of 3 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $141K in reported program spending
  • Leadership: top reported pay $34K · 4 people listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 2 filing years from 2023 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 52/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • High — Sustainability: Officer compensation ratio scored 21/100.