BETA COMMUNITY PARTNERSHIPS INC (EIN 042574795) - 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

1978

Legal Domicile

Phone

5082227011

Tax Period

2024-07-01 to 2025-06-30

BETA COMMUNITY PARTNERSHIPS INC, founded in 1978, is a community nonprofit in the Human Services sector that reported $8.8M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $8.2M left a modest 7% surplus.

Mission

ALL PEOPLE HAVE THE INTRINSIC RIGHT TO BE FULL PARTICIPATING MEMBERS OF THEIR COMMUNITIES. ACCORDINGLY, THE ORGANIZATION IS COMMITTED TO PROVIDING SUPPORTS THAT ENABLE THE PEOPLE WE SERVE TO EXERCISE THEIR RIGHTS.

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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 $8,529,839

Program Service Revenue $249,679

Investment Income $9,798

Other Revenue $0

TOTAL REVENUE $8,789,316

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,330,966

Fundraising Expenses $0

Program Expenses $7,705,327

Other Expenses $872,008

TOTAL EXPENSES $8,202,974

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,789,316	$7,145,726	+0.2%
Expenses	$8,202,974	$7,160,730	+0.1%
Net Income	$586,342	$-15,004	-40.1%

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

117

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

$123,865

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA M ACHOU	PROGRAM DIRECTOR	80.00	Highest	$226,080	$10,240	$236,320
WILLIAM KELLY	EXECUTIVE DIRECTOR	40.00	Key Emp	$123,865	$0	$123,865
JOAN RICCI	DIRECTOR	2.00	Director	$0	$0	$0
COLLEEN NEUBAUER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID BLISS	DIRECTOR	2.00	Director	$0	$0	$0
DAN BLAKE	DIRECTOR	2.00	Director	$0	$0	$0
KAREN BRENNAN	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN BARRETT	PRESIDENT	3.00	Officer Director	$0	$0	$0
BRUCE DROBNIS	TREASURERCLERK	2.00	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	$8,789,316	$8,202,974	$4,169,193	$586,342
2024	$7,145,726	$7,160,730	$3,551,921	$-15,004
2023	$6,192,153	$6,304,730	$3,507,634	$-112,577
2022	$5,696,845	$5,408,004	$3,347,724	$288,841
2021	$6,361,979	$5,581,253	$2,805,088	$780,726
2020	$5,597,261	$5,391,971	$3,042,412	$205,290
2019	$5,038,369	$5,123,604	$2,281,247	$-85,235
2018	$4,923,282	$5,051,863	$2,117,190	$-128,581

BETA COMMUNITY PARTNERSHIPS INC