BEECHWOOD INC (EIN 141651563) - 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

STEVEN HANKS MD

Phone

5182715038

Tax Period

2022-07-01 to 2023-06-30

BEECHWOOD INC, founded in 1983, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $587K, a strong 49% operating margin.

Mission

TO ACT AS A TITLE HOLDING COMPANY FOR THE BENEFIT OF AFFILIATED TAX-EXEMPT ORGANIZATIONS

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $924,109

Investment Income $265,453

Other Revenue $0

TOTAL REVENUE $1,189,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,122

Fundraising Expenses $0

Program Expenses $599,072

Other Expenses $572,921

TOTAL EXPENSES $603,043

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,189,562	$1,296,352	-0.1%
Expenses	$603,043	$572,935	+0.1%
Net Income	$586,519	$723,417	-0.2%

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

$3,534,483

Total Directors

$5,227,571

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL ISACKSEN	DIR AT 10/22; TRINITY HEALTH CFO	0.10	Director	$0	$328,490	$1,950,338
JAMES REED MD	DIRECTOR, PRESIDENT & CEO THR 12/22	1.00	Officer Director	$0	$125,391	$1,424,370
STEVEN HANKS MD	SPHP COO; DIR, PRES & CEO AT 1/23	0.10	Officer Director	$0	$148,352	$1,029,153
DAWN GEISERT	DIR THR 9/22;TH CHIEF COMPLIANCE OFF	0.10	Director	$0	$153,892	$818,882
GINA MYERS	DIR AS OF 10/22; SJHHC CONSULTANT	0.10	Director	$0	$0	$4,828
ROBERT MCCORMICK	DIRECTOR; CHAIR	0.10	Officer Director	$0	$0	$0
KATHLEEN JIMINO	DIR; V CHR THR 9/22; TREAS AT 10/22	0.10	Officer Director	$0	$0	$0
JOHN MARSHALL	DIRECTOR & VICE CHAIR AS OF 10/22	0.10	Officer Director	$0	$0	$0
MARY ANN LOGIUDICE RSM	DIRECTOR; TREASURER THROUGH 9/22	0.10	Officer Director	$0	$0	$0
GUHA BALA	DIRECTOR	0.10	Director	$0	$0	$0
BARBARA COTTRELL	DIRECTOR THROUGH 9/22	0.20	Director	$0	$0	$0
GARY DAKE	DIRECTOR	0.10	Director	$0	$0	$0
GEORGE HEARST III	DIRECTOR THROUGH 9/22	0.20	Director	$0	$0	$0
LEE MCELROY JR	DIRECTOR	0.10	Director	$0	$0	$0
MICHAEL MEATH	DIRECTOR AS OF 10/22	0.10	Director	$0	$0	$0
MERRIETTE POLLARD	DIRECTOR AS OF 10/22	0.40	Director	$0	$0	$0
CURTIS POWELL	DIRECTOR THROUGH 9/22	0.20	Director	$0	$0	$0
KERRI SWEET ZAVAGLIA	DIRECTOR AS OF 10/22	0.10	Director	$0	$0	$0
WILLIAM WILDRIDGE III	DIRECTOR AS OF 10/22	0.10	Director	$0	$0	$0
MICHAEL WOLFF MD	DIRECTOR THROUGH 9/22	0.20	Director	$0	$0	$0
THOMAS ROBERT	VP, CFO & TREASURER - NY REGION	0.10	Officer	$0	$143,208	$826,516
ROBERT SWIDLER ESQ	SECRETARY; VP LEGAL SERVICES	0.10	Officer	$0	$19,036	$254,444
DENISE MORMINO	FORMER OFFICER; NY REG CONTROLLER	1.00		$0	$53,938	$359,482

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	No data	No data	No data	No data
2023	$1,189,562	$603,043	$15,181,550	$586,519
2022	$1,296,352	$572,935	$14,766,346	$723,417
2021	$1,404,017	$555,133	$14,569,953	$848,884
2020	$1,197,511	$546,649	$13,224,758	$650,862
2019	$1,168,444	$551,238	$12,448,235	$617,206
2018	$1,274,381	$440,297	$11,721,565	$834,084

BEECHWOOD INC