BEVERLY FARM FOUNDATION (EIN 370765971) - 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

1957

Legal Domicile

Principal Officer

CRYSTAL OFFICER

Phone

6184660367

Tax Period

2024-07-01 to 2025-06-30

BEVERLY FARM FOUNDATION, founded in 1957, is a mid-sized nonprofit in the Human Services sector that reported $29.4M in total revenue in fiscal year 2024.

Mission

TO PROVIDE RESIDENTIAL AND TRAINING OPTIONS FOR PERSONS WITH DEVELOPMENTAL DISABILITIES.

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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 $3,646,939

Program Service Revenue $23,068,461

Investment Income $1,822,495

Other Revenue $892,625

TOTAL REVENUE $29,430,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,871,018

Fundraising Expenses $461,832

Program Expenses $22,256,727

Other Expenses $10,626,825

TOTAL EXPENSES $29,497,843

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,430,520	$29,149,354	+0.0%
Expenses	$29,497,843	$30,232,979	0.0%
Net Income	$-67,323	$-1,083,625	-0.9%

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

607

Volunteers

125

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

$415,212

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN ROSE	DIRECTOR	2.00	Director	$0	$0	$0
ZACHARY YODER	DIRECTOR	2.00	Director	$0	$0	$0
JIM PARDIKES	CHAIR/TREASURER	10.00	Director	$0	$0	$0
BONNI BURNS SCHUETTE	DIRECTOR	2.00	Director	$0	$0	$0
NEVILLE BILIMORIA	DIRECTOR	2.00	Director	$0	$0	$0
MOLLY MILLIS	DIRECTOR	2.00	Director	$0	$0	$0
EMILY FRIEND	DIRECTOR	2.00	Director	$0	$0	$0
SHARON BYERS	VICE CHAIRMAN	5.00	Director	$0	$0	$0
CHARLENE SPICELAND	DIRECTOR	2.00	Director	$0	$0	$0
MARK SOFTY	DIRECTOR	2.00	Director	$0	$0	$0
TAYLOR JUSTICE	CHIEF DEVELOPMENT OFFICER	50.00	Officer	$140,828	$0	$140,828
CRYSTAL OFFICER	CHIEF EXECUTIVE OFFICER	50.00	Officer	$274,384	$0	$274,384
YELENA HARRINGTON	HR DIRECTOR	40.00	Highest	$126,656	$0	$126,656
ERICA GIPSON	DSP	40.00	Highest	$110,561	$0	$110,561
TERRI WATSON	SUPERVISOR	40.00	Highest	$109,095	$0	$109,095
JASMINE HAMER	LPN	40.00	Highest	$108,199	$0	$108,199
ASHLEY ROBINSON	DSP	40.00	Highest	$105,143	$0	$105,143

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	$29,430,520	$29,497,843	$37,377,297	$-67,323
2024	$29,149,354	$30,232,979	$39,841,923	$-1,083,625
2023	$24,911,338	$28,145,338	$35,299,388	$-3,234,000
2022	$44,775,588	$26,738,207	$38,503,233	$18,037,381
2021	$28,983,797	$25,593,044	$20,828,675	$3,390,753
2020	$26,327,238	$31,793,368	$21,012,281	$-5,466,130
2019	$24,277,784	$28,970,506	$20,574,576	$-4,692,722

BEVERLY FARM FOUNDATION