BEACON HILL FOUNDATION (EIN 300856751) - 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

2015

Legal Domicile

Principal Officer

JEFFREY HUEGLI

Phone

6162459179

Tax Period

2024-04-01 to 2025-03-31

BEACON HILL FOUNDATION, founded in 2015, is a small nonprofit in the Health Care sector that reported $986K in total revenue in fiscal year 2024. Revenue surged 199% from the prior year, signaling strong growth momentum. The organization ran a surplus of $175K, a strong 18% operating margin.

Mission

THE MISSION OF THE BEACON HILL FOUNDATION IS TO MANAGE CHARITABLE GIFT PROGRAMS AND ENDOWMENT FUND GROWTH TO ENSURE THAT BEACON HILL AT EASTGATE CONTINUES TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF ITS RESIDENTS, HAS ADEQUATE RESOURCES FOR DEVELOPMENT OF ITS CAMPUS AND FACILITIES, AND REMAINS AN INTEGRAL PART OF THE EASTGATE NEIGHBORHOOD.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $572,473

Program Service Revenue $0

Investment Income $477,267

Other Revenue $-63,933

TOTAL REVENUE $985,807

Expense Breakdown

Grants Paid $359,792

Salaries & Benefits $95,673

Fundraising Expenses $274,100

Program Expenses $359,792

Other Expenses $299,358

TOTAL EXPENSES $810,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$985,807	$330,185	+2.0%
Expenses	$810,823	$367,925	+1.2%
Net Income	$174,984	$-37,740	-5.6%

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

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

$467,660

Total Directors

$406,557

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SKIP KNAPP	TREASURER & TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY HUEGLI	PRESIDENT & CEO & TRUSTEE	1.00	Officer Director	$0	$23,859	$406,557
CARL DUFENDACH	TRUSTEE	1.00	Director	$0	$0	$0
JIM RAUWERDA	TRUSTEE	1.00	Director	$0	$0	$0
MICKI BENZ	CHAIRPERSON & TRUSTEE	1.00	Director	$0	$0	$0
CHERYL BLAIR	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH WAHLSTROM	FOUNDATION DIRECTOR	20.00	Officer	$0	$4,731	$61,103

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	$985,807	$810,823	$6,491,145	$174,984
2024	$330,185	$367,925	$6,437,241	$-37,740
2023	$448,202	$188,426	$5,750,349	$259,776
2022	$1,292,063	$132,404	$6,114,527	$1,159,659
2021	$437,650	$121,345	$5,286,498	$316,305
2020	$539,513	$131,073	$4,011,038	$408,440
2019	$219,753	$342,223	$4,092,399	$-122,470
2018	$695,644	$281,973	$3,547,700	$413,671

BEACON HILL FOUNDATION