THE BEECHWOOD FOUNDATION (EIN 311441552) - 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

1995

Legal Domicile

Principal Officer

PATRICIA CLARK

Phone

5133219294

Tax Period

2023-01-01 to 2023-12-31

THE BEECHWOOD FOUNDATION, founded in 1995, is a community nonprofit in the Health Care sector that reported $2.0M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 24% operating deficit.

Mission

TO SUPPORT BEECHWOOD HOME.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,998,007

Other Revenue $0

TOTAL REVENUE $1,998,007

Expense Breakdown

Grants Paid $2,357,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,357,650

Other Expenses $124,269

TOTAL EXPENSES $2,481,919

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,998,007	$2,906,259	-0.3%
Expenses	$2,481,919	$2,896,718	-0.1%
Net Income	$-483,912	$9,541	-51.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADELE CRAFT	TRUSTEE	0.50	Director	$0	$0	$0
RICHARD D OLIVER	PRESIDENT	0.50	Officer Director	$0	$0	$0
JAMES R GIBBS	TRUSTEE	0.50	Director	$0	$0	$0
TIMOTHY TOFT	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM BAECHTOLD	TRUSTEE	0.50	Director	$0	$0	$0
ROBERT CHIP HEIDT III	TRUSTEE	0.50	Director	$0	$0	$0
TAD DEBORD	TRUSTEE	0.50	Director	$0	$0	$0
RENIE DOHRMANN	TRUSTEE	0.50	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,998,007	$2,481,919	$40,550,296	$-483,912
2022	$2,906,259	$2,896,718	$38,299,378	$9,541
2021	$2,641,750	$2,648,161	$46,975,678	$-6,411
2020	$1,864,054	$2,038,492	$41,840,513	$-174,438
2019	$3,308,692	$2,432,208	$39,589,973	$876,484
2018	$3,126,540	$2,566,948	$33,806,684	$559,592

THE BEECHWOOD FOUNDATION