THE BEECH HILL SCHOOL (EIN 452608521) - 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

2011

Legal Domicile

Principal Officer

ELIZABETH BOZEK

Phone

6037155129

Tax Period

2023-07-01 to 2024-06-30

THE BEECH HILL SCHOOL, founded in 2011, is a small nonprofit in the Education sector that reported $742K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $842K exceeded revenue, resulting in a 13% operating deficit.

Mission

FOR MIDDLE SCHOOL STUDENTS BETWEEN GRADES 5 AND 8: TO DEVELOP INTELLECTUALLY CURIOUS AND CAPABLE YOUNG ADULTS WHO WILL BECOME CONTRIBUTING CITIZENS AND INFORMED DECISION MAKERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $61,795

Program Service Revenue $670,427

Investment Income $8,009

Other Revenue $2,095

TOTAL REVENUE $742,326

Expense Breakdown

Grants Paid $171,250

Salaries & Benefits $513,514

Fundraising Expenses $0

Program Expenses $641,232

Other Expenses $157,590

TOTAL EXPENSES $842,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$742,326	$794,617	-0.1%
Expenses	$842,354	$794,936	+0.1%
Net Income	$-100,028	$-319	+312.6%

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

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

$108,715

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD JOHNSON	HEAD OF SCHO	40.00	Officer	$106,000	$2,715	$108,715
ELIZABETH BOZEK	PRESIDENT/CH	1.00	Officer Director	$0	$0	$0
ROBERT CSENDES	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET MARTIN	DIRECTOR	0.50	Director	$0	$0	$0
JAMES NEWSOM	DIRECTOR	0.50	Director	$0	$0	$0
EMILY C RICARD	EMERITUS	0.50	Director	$0	$0	$0
ELIZABETH VELEZ	DIRECTOR	0.50	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	No data	No data	No data	No data
2024	$742,326	$842,354	$877,276	$-100,028
2023	$794,617	$794,936	$1,011,620	$-319
2022	$872,982	$856,264	$869,156	$16,718
2021	$979,135	$837,501	$844,738	$141,634
2020	$700,858	$742,283	$761,199	$-41,425
2019	$1,444,489	$759,652	$744,642	$684,837

THE BEECH HILL SCHOOL