Beverly Area Planning Association (EIN 362406779) - 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

1947

Legal Domicile

Principal Officer

Whitney Castle

Phone

7732333100

Tax Period

2024-01-01 to 2024-12-31

Beverly Area Planning Association, founded in 1947, is a small nonprofit in the Community Improvement sector that reported $665K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

Community Improvement Association for Beverly/Morgan Park neighborhoods of Chicago

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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 $325,238

Program Service Revenue $304,196

Investment Income $28,587

Other Revenue $6,546

TOTAL REVENUE $664,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $200,283

Fundraising Expenses $77,181

Program Expenses $507,297

Other Expenses $473,557

TOTAL EXPENSES $673,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$664,567	$583,564	+0.1%
Expenses	$673,840	$608,138	+0.1%
Net Income	$-9,273	$-24,574	-0.6%

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

266

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

$82,980

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Whitney Castle	President	2.00	Officer Director	$0	$0	$0
Brian McKeown	Treasurer	2.00	Officer Director	$0	$0	$0
Eve Raisleger	Secretary	2.00	Officer Director	$0	$0	$0
Lauren Ditka	Director	1.00	Director	$0	$0	$0
Tim McSweeny	Director	1.00	Director	$0	$0	$0
Collins Fitzpatrick	Director	1.00	Director	$0	$0	$0
Quinn Donnelly	Director	1.00	Director	$0	$0	$0
Kirsten Miller	Director	1.00	Director	$0	$0	$0
Tracey Jerdine	Director	1.00	Director	$0	$0	$0
Jeni Nelson	Director	1.00	Director	$0	$0	$0
Mary Jo Viero	Executive Director	40.00	Officer	$82,980	$0	$82,980

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
2024	$664,567	$673,840	$949,503	$-9,273
2023	$583,564	$608,138	$958,980	$-24,574
2022	$549,864	$496,573	$981,178	$53,291
2021	$731,570	$684,940	$935,363	$46,630
2020	$576,843	$525,420	$1,070,168	$51,423
2019	$583,855	$648,007	$1,246,210	$-64,152
2018	$642,250	$658,900	$1,294,723	$-16,650

Beverly Area Planning Association