CALVIN B BEACH (EIN 366025652) - 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

1937

Legal Domicile

Principal Officer

SAME AS 'C' ABOVE

Phone

3126306000

Tax Period

2024-05-01 to 2025-04-30

CALVIN B BEACH, founded in 1937, is a small nonprofit that reported $987K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $463K, a strong 47% operating margin.

Mission

TO SUPPORT ORGANIZATIONS LISTED IN SCHEDULE A PART I

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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 $0

Program Service Revenue $0

Investment Income $801,793

Other Revenue $185,232

TOTAL REVENUE $987,025

Expense Breakdown

Grants Paid $421,478

Salaries & Benefits $94,657

Fundraising Expenses $0

Program Expenses $492,471

Other Expenses $7,860

TOTAL EXPENSES $523,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$987,025	$887,987	+0.1%
Expenses	$523,995	$751,769	-0.3%
Net Income	$463,030	$136,218	+2.4%

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
N/A	TRUSTEE	40.0		$94,657	$0	$94,657

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	$987,025	$523,995	$9,040,436	$463,030
2024	$887,987	$751,769	$8,602,489	$136,218
2023	$3,640,761	$870,613	$8,463,984	$2,770,148
2022	$2,192,787	$2,676,192	$5,695,051	$-483,405
2021	$1,240,607	$193,958	$6,178,456	$1,046,649
2020	$294,155	$197,601	$5,131,813	$96,554

CALVIN B BEACH