BEAUCHAMP CHARITIES

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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

2001

Legal Domicile

Principal Officer

DAVID T BEAUCHAMP

Phone

9498518087

Tax Period

2021-07-01 to 2022-06-30

BEAUCHAMP CHARITIES, founded in 2001, is a small nonprofit that reported $333K in total revenue in fiscal year 2021. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $9.5M represent 343 months of operating reserves.

Mission

ATTACHMENT 1

Program Service Accomplishments

Program 1

Expenses: $280,818

THE ORGANIZATION WILL ACCOMPLISH ITS GOALS BY SUPPORTING OTHER ORGANIZATIONS THAT FOCUS ON ADVANCEMENTS OF ECONOMICALLY DISADVANTAGED INDIVIDUALS.

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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 $0

Program Service Revenue $0

Investment Income $333,069

Other Revenue $133

TOTAL REVENUE $333,202

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $280,818

Other Expenses $84,519

TOTAL EXPENSES $334,519

Year-over-Year Comparison

	2021	2020	Change
Revenue	$333,202	$286,037	+0.2%
Expenses	$334,519	$1,957,015	-0.8%
Net Income	$-1,317	$-1,670,978	-1.0%

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	Role	Reportable Comp	Other Comp	Total
DOROTHY CAMPBELL	DIRECTOR	Director	$0	$0	$0
KATHEY BOLTS	DIRECTOR	Director	$0	$0	$0
ELIZABETH AVILES	DIRECTOR	Director	$0	$0	$0
DAVID BEAUCHAMP	PRESIDENT	Officer	$0	$0	$0
KIMIYA LEUTERITZ	CFO	Officer	$0	$0	$0
RICHARD BEAUCHAMP	SECRETARY	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
2022	$333,202	$334,519	$9,515,592	$-1,317
2022	$42,718	$9,305,760	No data	$-9,263,042
2021	$286,037	$1,957,015	$11,164,647	$-1,670,978