Beaver Area Heritage Foundation (EIN 237357864) - 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

1973

Legal Domicile

Principal Officer

Craig Baker

Phone

7247757174

Tax Period

2023-01-01 to 2023-12-31

Beaver Area Heritage Foundation, founded in 1973, is a small nonprofit that reported $416K in total revenue in fiscal year 2023. Net assets of $2.5M represent 72 months of operating reserves.

Mission

Promote awareness and appreciation of the history of the Beaver Area through research,docmentation,education and preservation activities.

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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 $20,543

Program Service Revenue $393,943

Investment Income $76

Other Revenue $1,260

TOTAL REVENUE $415,822

Expense Breakdown

Grants Paid $0

Salaries & Benefits $129,413

Fundraising Expenses $0

Program Expenses $446,325

Other Expenses $327,015

TOTAL EXPENSES $456,428

Year-over-Year Comparison

	2023	2022	Change
Revenue	$415,822	$395,457	+0.1%
Expenses	$456,428	$433,595	+0.1%
Net Income	$-40,606	$-38,138	+0.1%

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

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
Roberta Good	Vice President	005.00	Officer Director	$0	$0	$0
Craig Baker	President	005.00	Officer Director	$0	$0	$0
Judy Deelo	Secretary	005.00	Officer Director	$0	$0	$0
Mary Denise Feroce	Treasurer	010.00	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
2024	No data	No data	No data	No data
2023	$415,822	$456,428	$2,563,663	$-40,606
2022	$395,457	$433,595	$2,603,577	$-38,138
2021	$339,163	$368,596	$2,644,605	$-29,433
2020	$276,107	$329,890	$2,654,816	$-53,783
2019	$321,771	$358,067	$2,714,630	$-36,296

Beaver Area Heritage Foundation