THE BEECHWOODBLOCHER FOUNDATION INC (EIN 133201806) - 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

1983

Legal Domicile

Principal Officer

DANIEL O'NEILL

Phone

7168107371

Tax Period

2025-01-01 to 2025-06-30

THE BEECHWOODBLOCHER FOUNDATION INC, founded in 1983, is a small nonprofit that reported $170K in total revenue in fiscal year 2025. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $150K, a strong 88% operating margin.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,145

Program Service Revenue $0

Investment Income $169,095

Other Revenue $0

TOTAL REVENUE $170,240

Expense Breakdown

Grants Paid $10,983

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,983

Other Expenses $8,903

TOTAL EXPENSES $19,886

Year-over-Year Comparison

	2025	2024	Change
Revenue	$170,240	$286,569	-0.4%
Expenses	$19,886	$410,678	-1.0%
Net Income	$150,354	$-124,109	-2.2%

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

N/A

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

$561,548

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel P O'Neill	President/CEO	1.0	Officer	$290,088	$30,813	$320,901
Kristin M Anderson	VP of Finance/CFO	1.0	Officer	$212,799	$27,848	$240,647
Cheryl Carr	BOARD Member (TO 6/30/25)	1.0	Director	$0	$0	$0
Raymond A Boy	BOARD MEMBER/CHAIR(TO 6/30/25)	1.0	Officer Director	$0	$0	$0
LINDA DOBMEIER	BOARD Member (TO 6/30/25)	1.0	Director	$0	$0	$0
Annette Fitch	BM/Treasurer (TO 6/30/25)	1.0	Officer Director	$0	$0	$0
Joseph Frawley	BM/secretary (6/30/25)	1.0	Officer Director	$0	$0	$0
Martha Lamparelli	BOARD Member (TO 6/30/25)	1.0	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	$170,240	$19,886	No data	$150,354
2024	No data	No data	No data	No data
2023	$590,002	$502,409	$4,393,049	$87,593
2022	$1,485,532	$930,929	$3,817,900	$554,603
2021	$429,597	$430,906	$3,831,287	$-1,309
2020	$517,494	$783,144	$4,167,601	$-265,650
2019	$793,848	$538,899	$3,912,024	$254,949
2018	$416,381	$585,638	$3,278,423	$-169,257

THE BEECHWOODBLOCHER FOUNDATION INC