BEACHWOOD SCHOOLS FOUNDATION

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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

1996

Legal Domicile

Principal Officer

SHANA WALLENSTEIN

Phone

2164642600

Tax Period

2025-01-01 to 2025-12-31

BEACHWOOD SCHOOLS FOUNDATION, founded in 1996, is a micro nonprofit in the Education sector that reported $36K in total revenue in fiscal year 2025. Revenue surged 60% from the prior year, signaling strong growth momentum. Expenses of $61K exceeded revenue, resulting in a 69% operating deficit.

Mission

PROVIDE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS, PROVIDE FUNDING TO EDUCATIONAL PROGRAMS WITHIN THE SCHOOL SYSTEM UPON REQUEST.

Program Service Accomplishments

Program 1

Expenses: $54,798

PROVIDE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS.

Program 2

Expenses: $5,944

PROVIDE FUNDING FOR EDUCATION PROGRAMS WITHIN THE SCHOOL SYSTEM UPON REQUEST.

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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 (2025)

Revenue Breakdown

Contributions & Grants $7,540

Program Service Revenue $0

Investment Income $15,584

Other Revenue $12,765

TOTAL REVENUE $35,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,742

Other Expenses $60,742

TOTAL EXPENSES $60,742

Year-over-Year Comparison

	2025	2024	Change
Revenue	$35,889	$22,398	+0.6%
Expenses	$60,742	$42,690	+0.4%
Net Income	$-24,853	$-20,292	+0.2%

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

N/A

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
TRACY BERNSTEIN	TRUSTEE	0.00	Director	$0	$0	$0
GEORGE CARR	TRUSTEE	0.00	Director	$0	$0	$0
MITALI DAS	TRUSTEE	0.00	Director	$0	$0	$0
RAINA LI	TRUSTEE	0.00	Director	$0	$0	$0
JENNIFER MONAHAN	TRUSTEE	0.00	Director	$0	$0	$0
CAROLINE RADO	TRUSTEE	0.00	Director	$0	$0	$0
ROBYN SCHADICK	TRUSTEE	0.00	Director	$0	$0	$0
XIAODONG SHI	TRUSTEE	0.00	Director	$0	$0	$0
CAMILLE WARNER	TRUSTEE	0.00	Director	$0	$0	$0
ROBERT HARDIS	EX-OFFICIO	0.00	Director	$0	$0	$0
MATTHEW BROWN	EX-OFFICIO	0.00	Director	$0	$0	$0
PAUL R WILLIAMS	TRUSTEE FOR LIFE	0.00	Director	$0	$0	$0
DIANE HAYNES-WYNDHAM	TRUSTEE	0.00	Director	$0	$0	$0
LAUREN RAFF	EX-OFFICIO	0.00	Director	$0	$0	$0
SAREE DOYLE	TRUSTEE	0.00	Director	$0	$0	$0
MOLLY XU	TRUSTEE	0.00	Director	$0	$0	$0
SHANA WALLENSTEIN	PRESIDENT	5.00	Officer	$0	$0	$0
PADMA JAMBUNATH	TREASURER	5.00	Officer	$0	$0	$0
MELISSA ARBUCKLE	VICE PRESIDENT	5.00	Officer	$0	$0	$0
LINDSEY FRIERSON	VICE PRESIDENT	5.00	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	$35,889	$60,742	$491,566	$-24,853
2024	No data	No data	No data	No data
2023	$28,142	$53,998	$478,878	$-25,856
2022	$64,407	$66,841	$488,536	$-2,434
2021	$35,344	$26,387	$540,008	$8,957