JOSETTE BEDDELL MEMORIAL FOUNDATION (EIN 272164164) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Phone

3304516116

Tax Period

2023-01-01 to 2023-12-31

JOSETTE BEDDELL MEMORIAL FOUNDATION, founded in 2010, is a small nonprofit in the Education sector that reported $346K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $388K exceeded revenue, resulting in a 12% operating deficit.

Mission

The goal of the Josette Beddell Memorial Foundation is to help better the lives of families in Northeast Ohio affected by breast cancer. We work to raise funds and find families for whom those funds could impact.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $346,275

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $346,275

Expense Breakdown

Grants Paid $290,380

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $290,380

Other Expenses $97,745

TOTAL EXPENSES $388,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$346,275	$320,240	+0.1%
Expenses	$388,125	$289,776	+0.3%
Net Income	$-41,850	$30,464	-2.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Beddell	President	15.00	Officer Director	$0	$0	$0
David Beddell	Treasurer	1.00	Officer	$0	$0	$0
Erin Thompson	Board Member	4.00	Director	$0	$0	$0
Ashley Valentine-Stroud	Board Member	6.00	Director	$0	$0	$0
Aimee Monaco	Grant Coordinator	6.00	Director	$0	$0	$0
Tiffany O'Dell	Board Member	4.00	Director	$0	$0	$0
Michelle Morehouse	Board Member	4.00	Director	$0	$0	$0
Madison English	Board Member	4.00	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	$346,275	$388,125	$151,302	$-41,850
2022	$320,240	$289,776	$189,464	$30,464

JOSETTE BEDDELL MEMORIAL FOUNDATION