Beacon Preservation 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

2006

Legal Domicile

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

Program Service Accomplishments

Program 1

Goose Rocks Lighthouse cultural tours open to the public to experience the lighthouse history and touring the site

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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 $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

Governance

Voting Members

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

Total Directors

Key Employees

Highest Compensated

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