BEAM HOUSING SERVICES INC (EIN 272540868) - 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

2010

Legal Domicile

Principal Officer

Manuel Fernandez-Casteleiro

Phone

7327423549

Tax Period

2021-01-01 to 2021-12-31

BEAM HOUSING SERVICES INC, founded in 2010, is a micro nonprofit in the Human Services sector that reported $64K in total revenue in fiscal year 2021. The organization ran a surplus of $26K, a strong 40% operating margin.

Mission

To provide social services to residents of low income properties.

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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 (2021)

Revenue Breakdown

Contributions & Grants $5,038

Program Service Revenue $57,397

Investment Income $2,014

Other Revenue $0

TOTAL REVENUE $64,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,898

Other Expenses $38,898

TOTAL EXPENSES $38,898

Year-over-Year Comparison

	2021	2020	Change
Revenue	$64,449	$60,161	+0.1%
Expenses	$38,898	$42,773	-0.1%
Net Income	$25,551	$17,388	+0.5%

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

$32,496

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN MALONE	Acting Exec Dir	20.00	Officer	$32,496	$0	$32,496
Leslie Taylor	VICECHAIRPERSON	0.00	Officer Director	$0	$0	$0
Manuel Fernandez-Casteleiro	President	0.00	Officer Director	$0	$0	$0
Eileen Hawes	Secretary	0.00	Officer Director	$0	$0	$0
ADAM SPILKA	Treasurer	0.00	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
2021	$64,449	$38,898	$8,367,311	$25,551
2020	$60,161	$42,773	$8,309,122	$17,388
2019	$42,493	$44,595	$8,271,726	$-2,102
2018	$44,856	$43,496	$7,073,107	$1,360

BEAM HOUSING SERVICES INC