BEECHWOOD SCHOOL FOUNDATION (EIN 273686740) - 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

Phone

5622366353

Tax Period

2024-07-01 to 2025-06-30

BEECHWOOD SCHOOL FOUNDATION, founded in 2010, is a small nonprofit in the Education sector that reported $215K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $279K exceeded revenue, resulting in a 29% operating deficit.

Mission

TO RAISE FUNDING FOR THE ENHANCEMENT AND EDUCATIONAL ENRICHMENT AND TECHNOLOGICAL LEARNING AT BEECHWOOD ELEMENTARY SCHOOL, LOCATED IN THE FULLERTON SCHOOL DISTRICT OF FULLTERTON, CA

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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 (2024)

Revenue Breakdown

Contributions & Grants $156,032

Program Service Revenue $58,929

Investment Income $0

Other Revenue $180

TOTAL REVENUE $215,141

Expense Breakdown

Grants Paid $175,928

Salaries & Benefits $0

Fundraising Expenses $42,874

Program Expenses $222,634

Other Expenses $102,592

TOTAL EXPENSES $278,520

Year-over-Year Comparison

	2024	2023	Change
Revenue	$215,141	$273,337	-0.2%
Expenses	$278,520	$125,345	+1.2%
Net Income	$-63,379	$147,992	-1.4%

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

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
MICHELLE OTBO	PRESIDENT	3.00	Officer	$0	$0	$0
LARRY CHEN	FINANCIAL SECRETARY	3.00	Officer	$0	$0	$0
ELIZABETH KWON	VICE PRESIDENT	3.00	Officer	$0	$0	$0
JUSTIN OCELLO	TREASURER	3.00	Officer	$0	$0	$0
TROY GRUNKLEE	PARLEMENTARIAN	3.00	Officer	$0	$0	$0
ROBYN KOSHI	SECRETARY	3.00	Officer	$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
2025	$215,141	$278,520	$166,551	$-63,379
2024	$273,337	$125,345	$229,930	$147,992
2024	$273,337	$125,345	$229,930	$147,992
2023	$200,569	$277,766	$97,445	$-77,197

BEECHWOOD SCHOOL FOUNDATION