BeechWood Inc

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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

1999

Legal Domicile

Principal Officer

Fanny Miller

Phone

6128240415

Tax Period

2024-01-01 to 2024-12-31

BeechWood Inc, founded in 1999, is a small nonprofit in the Human Services sector that reported $964K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 10% operating deficit.

Mission

Dedicated to helping individuals to live independently by providing supportive services, training, advocacy and supervision.

Program Service Accomplishments

Program 1

Expenses: $955,478

Adult Rehabilitation Mental Health Services program (ARMHS) serves adults living in the community who are experiencing serious mental illness that affects their daily functioning. Basic living...

Adult Rehabilitation Mental Health Services program (ARMHS) serves adults living in the community who are experiencing serious mental illness that affects their daily functioning. Basic living skills, medication education, and crisis intervention are just a few of the needs that BeechWood's ARMHS program is equipped to support and capable of making a difference. The Organization also offers one-on-one therapies.

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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 $14,351

Program Service Revenue $943,265

Investment Income $6,204

Other Revenue $0

TOTAL REVENUE $963,820

Expense Breakdown

Grants Paid $0

Salaries & Benefits $880,637

Fundraising Expenses $0

Program Expenses $955,478

Other Expenses $180,088

TOTAL EXPENSES $1,060,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$963,820	$1,161,181	-0.2%
Expenses	$1,060,725	$1,436,607	-0.3%
Net Income	$-96,905	$-275,426	-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

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

$200,345

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Fanny Miller	Executive Dir.	40.00	Officer	$109,489	$13,381	$122,870
Steven Harper	Finance Manager	40.00	Officer	$67,582	$9,893	$77,475
James Falvey	Chair	1.00	Officer Director	$0	$0	$0
Noah Gerding	Vice Chair	1.00	Officer Director	$0	$0	$0
Alexander Sievers	Treasurer	1.00	Officer Director	$0	$0	$0
Nicole Lussier	Secretary	1.00	Officer Director	$0	$0	$0
Dustin Bystrom	Director	1.00	Director	$0	$0	$0
Amy Gudmestad	Director	1.00	Director	$0	$0	$0
Kristine Kelly	Director	1.00	Director	$0	$0	$0
Mae Kindler	Executive Dir.	1.00	Director	$0	$0	$0
Nicole Uzendoski	Director	1.00	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
2024	$963,820	$1,060,725	$313,228	$-96,905
2023	$1,161,181	$1,436,607	$446,754	$-275,426
2022	$1,437,493	$1,641,180	$785,056	$-203,687
2021	$1,660,639	$1,601,769	$830,681	$58,870
2020	$1,837,947	$1,705,771	$779,566	$132,176