BEACON 360 MANAGEMENT INC (EIN 020634747) - 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

2002

Legal Domicile

Principal Officer

CELIA M KENDALL

Phone

6144524184

Tax Period

2024-01-01 to 2024-12-31

BEACON 360 MANAGEMENT INC, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $893K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $759K left a modest 15% surplus.

Mission

TO PROVIDE INDIVIDUALS AND FAMILIES WITH AFFORDABLE HOUSING SOLUTIONS THAT WILL BE IMPACTFUL ENOUGH TO TRANSFORM LIVES FOR THE BETTER.

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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 $859,794

Investment Income $32,964

Other Revenue $0

TOTAL REVENUE $892,758

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $455,019

Fundraising Expenses $0

Program Expenses $723,979

Other Expenses $298,960

TOTAL EXPENSES $758,979

Year-over-Year Comparison

	2024	2023	Change
Revenue	$892,758	$1,282,236	-0.3%
Expenses	$758,979	$809,415	-0.1%
Net Income	$133,779	$472,821	-0.7%

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

$109,432

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL L HUNT	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOEL KING	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KELTON WALLER	SECRETARY	2.00	Officer Director	$0	$0	$0
RONALD MITCHELL	MEMBER	2.00	Director	$0	$0	$0
JAY C FINKLEA	MEMBER	1.00	Director	$0	$0	$0
STAN E FORD	MEMBER	1.00	Director	$0	$0	$0
CASSANDRA HICKS	MEMBER	1.00	Director	$0	$0	$0
ROBERT GLOVER	MEMBER	1.00	Director	$0	$0	$0
CELIA M KENDALL	CEO	40.00	Officer	$109,432	$0	$109,432

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	$892,758	$758,979	$4,004,347	$133,779
2023	$1,282,236	$809,415	$3,911,053	$472,821
2022	$619,001	$1,008,925	$3,416,072	$-389,924
2021	$811,214	$779,872	$3,798,961	$31,342
2020	$1,675,977	$473,805	$4,014,899	$1,202,172
2019	$525,301	$617,274	$2,863,237	$-91,973
2018	$713,905	$540,759	$2,965,759	$173,146
2017	$900,331	$1,322,595	$2,674,843	$-422,264

BEACON 360 MANAGEMENT INC