BEACON - INDEPENDENT LIVING SERVICES (EIN 010642617) - 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

2003

Legal Domicile

Principal Officer

JOHN WEST

Phone

8314771054

Tax Period

2024-07-01 to 2025-06-30

BEACON - INDEPENDENT LIVING SERVICES, founded in 2003, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $457K, a strong 18% operating margin.

Mission

TO SUPPORT ADULTS WITH DISABILITIES TO LIVE INDEPENDENTLY.

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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 $0

Program Service Revenue $2,568,152

Investment Income $12,434

Other Revenue $0

TOTAL REVENUE $2,580,586

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,997,804

Fundraising Expenses $0

Program Expenses $1,810,486

Other Expenses $126,031

TOTAL EXPENSES $2,123,835

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,580,586	$2,104,038	+0.2%
Expenses	$2,123,835	$1,812,880	+0.2%
Net Income	$456,751	$291,158	+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

$182,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN G WEST	Executive Dir.	40.00	Officer	$182,700	$0	$182,700
LAYNE LECOBTE	Treasurer	1.00	Officer Director	$0	$0	$0
MONICA ESPOSITO	BOARD MEMBER	1.00	Director	$0	$0	$0
APRIL MUZIO	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE SEFFRINGER	BOARD MEMBER	1.00	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	$2,580,586	$2,123,835	$2,035,816	$456,751
2024	$2,104,038	$1,812,880	$1,581,326	$291,158
2023	$1,700,879	$1,541,029	$1,281,201	$159,850
2022	$1,544,895	$1,481,719	$1,118,775	$63,176
2021	$1,338,700	$1,279,405	$1,068,089	$59,295
2020	$1,771,057	$1,610,926	$1,082,849	$160,131
2019	$1,735,271	$1,565,039	$936,935	$170,232

BEACON - INDEPENDENT LIVING SERVICES