BEACON HILL VILLAGE INC

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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

2001

Legal Domicile

Principal Officer

WILLIAM CLENDANIEL

Phone

6177239713

Tax Period

2023-07-01 to 2024-06-30

BEACON HILL VILLAGE INC, founded in 2001, is a small nonprofit in the Human Services sector that reported $529K in total revenue in fiscal year 2023. Expenses of $629K exceeded revenue, resulting in a 19% operating deficit.

Mission

PROVIDE SERVICES TO ELDERS IN CENTRAL BOSTON NEIGHBORHOODS TO ASSIST THEM IN LIVING THEIR LIVES TO THE FULLEST IN THEIR OWN HOMES AS THEY GROW OLDER.

Program Service Accomplishments

Program 1

Expenses: $496,792

TO PROVIDE INFORMATION AND SERVICES, SPONSOR RECREATIONAL AND EDUCATIONAL ACTIVITIES AND FOSTER A STRONG SENSE OF COMMUNITY TO ELDERS IN THE CENTRAL BOSTON NEIGHBORHOODS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $265,271

Program Service Revenue $199,708

Investment Income $63,971

Other Revenue $0

TOTAL REVENUE $528,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $373,713

Fundraising Expenses $24,059

Program Expenses $496,792

Other Expenses $255,271

TOTAL EXPENSES $628,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$528,950	$538,662	0.0%
Expenses	$628,984	$573,987	+0.1%
Net Income	$-100,034	$-35,325	+1.8%

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

120

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
BARBARA BERKMAN	PRESIDENT	6.00	Officer Director	$0	$0	$0
SALLY BREWSTER	DIRECTOR	1.00	Director	$0	$0	$0
DAVIDA CARVIN	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM CLENDANIEL	VP & TREASUR	5.00	Officer Director	$0	$0	$0
JOANNE COOPER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLEY DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GOLDBERG	DIRECTOR	1.00	Director	$0	$0	$0
ALLAN HODGES	DIRECTOR	1.00	Director	$0	$0	$0
FRANKLIN B MEAD III	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MCWHINNEY-MORSE	DIRECTOR	1.00	Director	$0	$0	$0
LUIS FERNANDO REQUENA	DIRECTOR	1.00	Director	$0	$0	$0
GORDON RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
JEAN SIPE	SECRETARY	5.00	Officer Director	$0	$0	$0
KAREN CORD TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN YODER	DIRECTOR	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	No data	No data	No data	No data
2024	$528,950	$628,984	$1,701,434	$-100,034
2024	$264,200	$564,513	$1,518,000	$-300,313
2023	$538,662	$573,987	$1,535,390	$-35,325
2022	$501,814	$498,338	$1,457,978	$3,476
2021	$623,791	$460,591	$1,706,841	$163,200
2020	$517,097	$473,616	$1,235,684	$43,481
2019	$482,504	$520,709	$1,111,189	$-38,205