Beacon Preservation Inc

EIN: 141991558 501(c)(3)

New Milford, CT

Total Revenue
$14,242
Total Expenses
$6,990
Total Assets
N/A
Net Assets
N/A
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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
2006
Legal Domicile
CT
Principal Officer
Kathleen Jordan
Phone
2039528100
Tax Period
2023-01-01 to 2023-12-31

Beacon Preservation Inc, founded in 2006, is a micro nonprofit that reported $14K in total revenue in fiscal year 2023. The organization ran a surplus of $7K, a strong 51% operating margin.

Mission

Historic preservation for cultural and education purposes.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $14,242
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $14,242

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $6,990
TOTAL EXPENSES $6,990

Year-over-Year Comparison

2023 2022 Change
Revenue $14,242 N/A N/A
Expenses $6,990 $7,252 0.0%
Net Income $7,252 $-7,252 -2.0%
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

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Governance

Voting Members
2
Independent Members
N/A
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
1
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kathleen Jordan President 040.00
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
2023 $14,242 $6,990 No data $7,252
2022 No data $7,252 $225,813 No data
2021 No data $4,320 $228,032 No data
2020 $9,050 $20,732 $228,530 $-11,682
2019 No data $18,934 $6,616 No data
2018 $587 $41,049 $23,547 $-40,462
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