Beaver Island Rural Health Center (EIN 383299988) - 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

1996

Legal Domicile

Phone

2314482275

Tax Period

2024-10-01 to 2025-09-30

Beaver Island Rural Health Center, founded in 1996, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Net assets of $2.2M represent 24 months of operating reserves.

Mission

To provide high-quality, cost effective patient treatment and wellness services and to serve as a primary care facility to Beaver Island community.

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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 $798,487

Program Service Revenue $260,379

Investment Income $22,673

Other Revenue $0

TOTAL REVENUE $1,081,539

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $536,636

Fundraising Expenses $14,128

Program Expenses $998,426

Other Expenses $516,918

TOTAL EXPENSES $1,108,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,081,539	$898,106	+0.2%
Expenses	$1,108,554	$955,390	+0.2%
Net Income	$-27,015	$-57,284	-0.5%

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

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

$84,755

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Partridge	Executive Dir.	40.00	Officer	$84,755	$0	$84,755
Frank D'Andraia	President	5.00	Officer Director	$0	$0	$0
Lori Taylor Blitz	Vice President	2.00	Officer Director	$0	$0	$0
Leslie Visser	Treasurer	2.00	Officer Director	$0	$0	$0
Connie Wojan	Secretary	2.00	Officer Director	$0	$0	$0
Brad Grassmick	Director	2.00	Director	$0	$0	$0
Maria Dalpra	Director	2.00	Director	$0	$0	$0
Tim O'Connor	Director	2.00	Director	$0	$0	$0
Donna Kubic	Director	2.00	Director	$0	$0	$0
Roberta Welke	Director	2.00	Director	$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	$1,081,539	$1,108,554	$2,214,911	$-27,015
2024	$898,106	$955,390	$2,238,621	$-57,284
2023	$970,767	$927,660	$2,314,129	$43,107
2022	$906,607	$790,431	$2,248,335	$116,176
2021	$1,021,094	$779,939	$2,215,157	$241,155
2020	$938,265	$746,907	$1,878,675	$191,358
2019	$738,029	$690,676	$1,686,031	$47,353
2018	$706,714	$573,789	$1,641,839	$132,925

Beaver Island Rural Health Center