BEVERLY FARM ENDOWMENT FUND INC (EIN 371237368) - 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

1988

Legal Domicile

Phone

6184660367

Tax Period

2024-07-01 to 2025-06-30

BEVERLY FARM ENDOWMENT FUND INC, founded in 1988, is a community nonprofit in the Human Services sector that reported $6.2M in total revenue in fiscal year 2018. The organization ran a surplus of $6.1M, a strong 98% operating margin.

Mission

BEVERLY FARM ENDOWMENT FUND ACCEPTS PUBLIC DONATIONS AND MAINTAINS A PORTFOLIO OF INVESTMENTS FOR THE BEVERLY FARM FOUNDATION. THE ENDOWMENT FUND PROVIDES FUNDS FOR SPECIAL PROJECTS TO THE FOUNDATION AND IS RESPONSIVE TO THEIR NEEDS FOR CAPITAL.

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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 $955,875

Other Revenue $0

TOTAL REVENUE $955,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $115

TOTAL EXPENSES $115

Year-over-Year Comparison

	2024	2023	Change
Revenue	$955,875	$523,587	+0.8%
Expenses	$115	N/A	N/A
Net Income	$955,760	$523,587	+0.8%

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

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
DR DAVID BYERS	PRESIDENT	10.00	Director	$0	$0	$0
DAVID SPICELAND	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SWAIN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLENE SPICELAND	TREASURER	5.00	Director	$0	$0	$0
CINDY SOFTY	DIRECTOR	1.00	Director	$0	$0	$0
KENT SCHUETTE	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ROSE	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR JUSTICE	CHIEF DEVELOPMENT OFFICER	3.00	Officer	$0	$0	$140,828
CRYSTAL OFFICER	CHIEF EXEC DIRECTOR	3.00	Officer	$0	$0	$274,384

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	$955,875	$115	$22,604,531	$955,760
2024	$523,587	No data	$21,725,079	No data
2023	$1,278,152	No data	$20,571,303	No data
2022	$890,142	$61,532	$21,104,659	$828,610
2021	$3,406,636	$156,218	$23,981,259	$3,250,418
2020	$936,771	$137,853	$18,340,101	$798,918
2019	$6,248,550	$140,256	$23,584,039	$6,108,294

BEVERLY FARM ENDOWMENT FUND INC