THE BEAVER COUNTY FOUNDATION (EIN 251660309) - 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

1992

Legal Domicile

Principal Officer

Charles Copeland

Phone

7247281331

Tax Period

2023-01-01 to 2023-12-31

THE BEAVER COUNTY FOUNDATION, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. The organization ran a surplus of $1.3M, a strong 57% operating margin.

Mission

THE BEAVER COUNTY FOUNDATION RECEIVES, ADMINISTERS, AND DISTRIBUTES DONATIONS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, RELIGIOUS, HEALTHCARE AND OTHER 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $649,567

Program Service Revenue $72,155

Investment Income $1,496,061

Other Revenue $2,705

TOTAL REVENUE $2,220,488

Expense Breakdown

Grants Paid $725,207

Salaries & Benefits $53,383

Fundraising Expenses $0

Program Expenses $809,612

Other Expenses $172,688

TOTAL EXPENSES $951,278

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,220,488	$-1,191,960	-2.9%
Expenses	$951,278	$859,831	+0.1%
Net Income	$1,269,210	$-2,051,791	-1.6%

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

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

$47,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERESA LADERER	EXECUTIVE DIRECTOR	35.00	Director	$47,000	$0	$47,000
CHARLES COPELAND	DIRECTOR AND PRESIDENT	7.00	Officer Director	$0	$0	$0
TIM DEMETRES	DIRECTOR AND TREASURER	1.00	Officer Director	$0	$0	$0
THOMAS HAMILTON	DIRECTOR AND SECRETARY	1.00	Director	$0	$0	$0
JESSICA BRIGGS	COUNSEL	1.00	Director	$0	$0	$0
ROBERT CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
GORDON GALLAGHER	DIRECTOR	1.00	Director	$0	$0	$0
PAM ROESCH	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PUSATERI	DIRECTOR AND VICE PRESIDENT	1.00	Director	$0	$0	$0
CHAD MCMILLEN	DIRECTOR	1.00	Director	$0	$0	$0
TAD MAKOWIECKI	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH BAUMAN	DIRECTOR	1.00	Director	$0	$0	$0
TOM BRYAN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SWEENEY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BLACKWOOD	DIRECTOR	1.00	Director	$0	$0	$0
MELVIN STEALS	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
MARK MINOR	DIRECTOR	1.00	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	$2,220,488	$951,278	$10,978,362	$1,269,210
2022	$-1,191,960	$859,831	$9,708,990	$-2,051,791
2021	$1,213,286	$787,386	$11,760,813	$425,900
2020	$1,523,530	$688,981	$10,594,657	$834,549
2020	$1,523,530	$688,981	$10,594,657	$834,549
2019	$1,559,109	$1,290,824	$9,007,372	$268,285
2018	$685,957	$668,003	$7,797,994	$17,954

THE BEAVER COUNTY FOUNDATION