BECKLEY AREA FOUNDATION INC (EIN 311125328) - 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

1985

Legal Domicile

Principal Officer

DENA CUSHMAN

Phone

3042533806

Tax Period

2024-04-01 to 2025-03-31

BECKLEY AREA FOUNDATION INC, founded in 1985, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.4M in total revenue in fiscal year 2024. The organization ran a surplus of $5.4M, a strong 58% operating margin.

Mission

TO INSPIRE AND FACILITATE GENEROUS CHARITABLE GIVING THAT ADVANCES OUR COMMUNITY.

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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 $4,535,192

Program Service Revenue $0

Investment Income $4,819,768

Other Revenue $0

TOTAL REVENUE $9,354,960

Expense Breakdown

Grants Paid $3,238,057

Salaries & Benefits $381,421

Fundraising Expenses $20,314

Program Expenses $3,239,337

Other Expenses $333,068

TOTAL EXPENSES $3,952,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,354,960	$9,766,173	0.0%
Expenses	$3,952,546	$2,300,697	+0.7%
Net Income	$5,402,414	$7,465,476	-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

Governance

Voting Members

Independent Members

Employees

Volunteers

200

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

$225,588

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREME EVANS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNI CANTERBURY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANN WORLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
SABRINA TRIPLETT	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN BEASLEY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD JARRELL	DIRECTOR	1.00	Director	$0	$0	$0
SABRINA JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
LISA KILLMER	DIRECTOR	1.00	Director	$0	$0	$0
KACY KORCZYK-BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
RICK LAY	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE LEFTWICH	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS RAMSDEN	DIRECTOR	1.00	Director	$0	$0	$0
DOUG SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CLYDE STEPP	DIRECTOR	1.00	Director	$0	$0	$0
JARED UNDERWOOD	DIRECTOR	1.00	Director	$0	$0	$0
DENA CUSHMAN	EXECUTIVE DIRECTOR	40.00	Officer	$125,808	$0	$125,808
REBECCA WILLIAMS	CFO	40.00	Officer	$99,780	$0	$99,780

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	$9,354,960	$3,952,546	$79,172,107	$5,402,414
2024	$9,766,173	$2,300,697	$74,023,113	$7,465,476
2023	$4,467,832	$2,341,381	$60,688,007	$2,126,451
2022	$16,558,087	$2,145,495	$64,066,072	$14,412,592
2021	$2,563,601	$2,107,440	$50,852,690	$456,161
2020	$2,527,673	$1,897,179	$39,045,727	$630,494
2019	$3,752,185	$1,865,410	$42,371,477	$1,886,775

BECKLEY AREA FOUNDATION INC