JOSH BECKETT FOUNDATION INC (EIN 260493445) - 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

2007

Legal Domicile

Principal Officer

JASON OBERLE

Phone

4099396323

Tax Period

2018-01-01 to 2018-12-31

JOSH BECKETT FOUNDATION INC, founded in 2007, is a micro nonprofit that reported $32K in total revenue in fiscal year 2018. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $43K exceeded revenue, resulting in a 35% operating deficit.

Mission

JOSH BECKETT FOUNDATION, INC. IS A MASSACHUSETTS NONPROFIT CHARITABLE ORGANIZATION. THE ORGANIZATIONWAS INCORPORATED ON JULY 6, 2007 TO SUPPORT COMMUNITY BASED PROGRAMS THAT STRIVE TO I. THE ORGANIZATION'S PRIMARY FUNDRAISING EVENT IS THE JOSH BECKETT BOWL, WHICH IS HELD WITHIHN THE GREATER BOSTON, MASSACHUSETTS AREA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $31,972

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $31,972

Expense Breakdown

Grants Paid $40,548

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,548

Other Expenses $2,590

TOTAL EXPENSES $43,138

Year-over-Year Comparison

	2018	2017	Change
Revenue	$31,972	$152,560	-0.8%
Expenses	$43,138	$147,209	-0.7%
Net Income	$-11,166	$5,351	-3.1%

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

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
JOSHUA P BECKETT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON OBERLE	TREASURER/EXECUTIVE DIRECT	20.00	Officer Director	$0	$0	$0
MICHAEL SHEETZ	CLERK	1.00	Officer Director	$0	$0	$0
LYNN L BECKETT	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
2018	$31,972	$43,138	$11,743	$-11,166

JOSH BECKETT FOUNDATION INC