DONALD J BECK TRUST

EIN: 266717210 501(c)(3) Philanthropy & Grantmaking

MASON CITY, IA

Total Revenue
$112,350
Total Expenses
$131,340
Total Assets
$2,065,151
Net Assets
$2,065,151
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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
2011
Legal Domicile
IA
Phone
6414221600
Tax Period
2023-01-01 to 2023-12-31

DONALD J BECK TRUST, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $112K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $131K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE TRUST IS A SUPPORTING ORGANIZATION OF THE NEW HAMPTON EDUCATIONAL EXCELLENCE FOUNDATION.

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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 $0
Program Service Revenue $0
Investment Income $26,184
Other Revenue $86,166
TOTAL REVENUE $112,350

Expense Breakdown

Grants Paid $106,000
Salaries & Benefits $23,035
Fundraising Expenses $0
Program Expenses $123,876
Other Expenses $2,305
TOTAL EXPENSES $131,340

Year-over-Year Comparison

2023 2022 Change
Revenue $112,350 $100,914 +0.1%
Expenses $131,340 $128,040 +0.0%
Net Income $-18,990 $-27,126 -0.3%
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
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 4.00
$23,035 $0 $23,035
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $112,350 $131,340 $2,065,151 $-18,990
2022 $100,914 $128,040 $2,084,141 $-27,126
2021 $87,203 $99,281 $2,111,267 $-12,078
2020 $88,333 $95,019 $2,123,345 $-6,686
2019 $90,835 $95,362 $2,130,110 $-4,527
2018 $78,052 $149,741 $2,134,637 $-71,689
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