BEACON SCHOOL PARENT ASSOCIATION (EIN 133749712) - 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

2000

Legal Domicile

Phone

2124654230

Tax Period

2024-07-01 to 2025-06-30

BEACON SCHOOL PARENT ASSOCIATION, founded in 2000, is a small nonprofit in the Education sector that reported $244K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $208K left a modest 15% surplus.

Mission

TO SUPPORT EDUCATIONAL PROGRAMS OF THE BEACON SCHOOL

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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 $188,311

Program Service Revenue $0

Investment Income $0

Other Revenue $55,217

TOTAL REVENUE $243,528

Expense Breakdown

Grants Paid $187,004

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,992

Other Expenses $20,988

TOTAL EXPENSES $207,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$243,528	$225,164	+0.1%
Expenses	$207,992	$272,004	-0.2%
Net Income	$35,536	$-46,840	-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

N/A

Volunteers

N/A

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
MARCY KELTAI	Vice President	2.00	Officer	$0	$0	$0
JAIME LEVY	Vice President	2.00	Officer	$0	$0	$0
MELISSA COHEN	President	2.00	Officer	$0	$0	$0
AIMEE AIKEN	Vice President	2.00	Officer	$0	$0	$0
STAN LAI	President	0.00	Officer	$0	$0	$0
EVE SMITH	President	0.00	Officer	$0	$0	$0
SARAH BABCOCK	Vice President	0.00	Officer	$0	$0	$0
LAURENCE BIRNBAUM	Vice President	0.00	Officer	$0	$0	$0
HARLEY GEFTMAN-GOLD	Secretary	0.00	Officer	$0	$0	$0
JON MILLER	Secretary	0.00	Officer	$0	$0	$0
AVNI GUPTA-KAGAN	Treasurer	0.00	Officer	$0	$0	$0
SARAH MULLINS	Treasurer	0.00	Officer	$0	$0	$0
MAGGIE CAMPBELL	Treasurer	0.00	Officer	$0	$0	$0
CHELSEA MILLER	Vice President	0.00	Officer	$0	$0	$0
JAVIER FRANK	Vice President	0.00	Officer	$0	$0	$0
MARNI RODER	Vice President	0.00	Officer	$0	$0	$0
EWA BRIDGES	Vice President	0.00	Officer	$0	$0	$0
CAROL LAI	Vice President	0.00	Officer	$0	$0	$0
MARJOLEIN WESTERBEEK	Vice President	0.00	Officer	$0	$0	$0
SARA HELD	Vice President	0.00	Officer	$0	$0	$0
CHRISTINE SIEGEL	Vice President	0.00	Officer	$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	$243,528	$207,992	$184,726	$35,536
2024	$225,164	$272,004	$184,644	$-46,840
2023	$241,931	$422,940	$231,484	$-181,009
2022	$352,371	$370,312	$412,493	$-17,941
2021	$304,259	$248,605	$430,433	$55,654
2020	$337,573	$297,773	$374,778	$39,800
2019	$419,468	$330,999	$334,978	$88,469

BEACON SCHOOL PARENT ASSOCIATION