BEVERLY'S PGH

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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

2012

Legal Domicile

Principal Officer

MEGS YUNN

Phone

4127209737

Tax Period

2024-01-01 to 2024-12-31

BEVERLY'S PGH, founded in 2012, is a community nonprofit in the Human Services sector that reported $3.1M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $2.9M left a modest 7% surplus.

Mission

A PITTSBURGH NONPROFIT ORGANIZATION THAT PROVIDES BIRTHDAY CHEER AND CRITICAL BABY SUPPLIES FOR CHILDREN EXPERIENCING HOMELESSNESS AND FAMILIES IN-NEED.

Program Service Accomplishments

Program 1

Expenses: $2,361,099

BEVERLY'S PGH PROVIDES BIRTHDAY CHEER AND CRITICAL BABY SUPPLIES FOR CHILDREN EXPERIENCING HOMELESSNESS AND FAMILIES IN NEED. WE SPREAD BIRTHDAY CHEER 365 DAYS A YEAR. TODAY, NEARLY ONE IN FOUR...

BEVERLY'S PGH PROVIDES BIRTHDAY CHEER AND CRITICAL BABY SUPPLIES FOR CHILDREN EXPERIENCING HOMELESSNESS AND FAMILIES IN NEED. WE SPREAD BIRTHDAY CHEER 365 DAYS A YEAR. TODAY, NEARLY ONE IN FOUR CHILDREN IN THE U.S. LIVE AT OR BELOW THE POVERTY LINE. IN SOUTHWESTERN PA ALONE, THERE ARE NEARLY 3,000 SCHOOL-AGED CHILDREN IDENTIFIED AS HOMELESS. CHILDREN LIVING IN POVERTY OFTEN GO WITHOUT THE EVERYDAY ITEMS THAT WE TAKE FOR GRANTED. SPECIAL MILESTONES, LIKE BIRTHDAYS, ARE OFTEN OVERLOOKED BECAUSE OF THEIR FAMILY'S PERSONAL/FINANCIAL CIRCUMSTANCES. BEVERLYS BIRTHDAYS ENRICHES THE LIVES OF THE CHILDREN WE SERVE BY MAKING SURE THEY ARE REMEMBERED ON THEIR SPECIAL DAY.

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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 $3,149,692

Program Service Revenue $0

Investment Income $0

Other Revenue $-27,313

TOTAL REVENUE $3,122,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $841,159

Fundraising Expenses $225,464

Program Expenses $2,361,099

Other Expenses $2,061,930

TOTAL EXPENSES $2,903,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,122,379	$2,460,285	+0.3%
Expenses	$2,903,089	$2,706,525	+0.1%
Net Income	$219,290	$-246,240	-1.9%

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

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

$124,312

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY GONZALEZ	BOARD MEMBER	0.75	Director	$0	$0	$0
KOLLEEN JOHNSON	BOARD MEMBER	0.75	Director	$0	$0	$0
JOHN MARKWELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
TANEYSHA WILLIAMS	BOARD MEMBER	0.75	Director	$0	$0	$0
REGINA VITTI-LYONS	VICE PRESIDENT	0.75	Officer Director	$0	$0	$0
KATE BONN GRUMLEY	BOARD MEMBER	0.75	Director	$0	$0	$0
CHIRSTINE BARBER	BOARD MEMBER	0.75	Director	$0	$0	$0
SARA HOLZER	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY HERSCHELL	BOARD MEMBER	0.75	Director	$0	$0	$0
DAVID DAWKINS	BOARD MEMBER	0.75	Director	$0	$0	$0
JULIE TRAVAGLINI	BOARD MEMBER	0.75	Director	$0	$0	$0
PHIL SWEENEY	TREASURER	2.00	Officer Director	$0	$0	$0
SARA HUSSEY	BOARD MEMBER	0.75	Director	$0	$0	$0
LORI BODNAR	BOARD MEMBER	0.75	Director	$0	$0	$0
ROBERT NAJIM	BOARD MEMBER	0.75	Director	$0	$0	$0
JUSTIN BATTAGLIA	BOARD MEMBER	0.75	Director	$0	$0	$0
MELISSA WADE	BOARD MEMBER	0.75	Director	$0	$0	$0
JAIME MESAR	BOARD MEMBER	0.75	Director	$0	$0	$0
MATT CHEYNE	BOARD MEMBER	0.75	Director	$0	$0	$0
KRISTIN ASH	PRESIDENT UNTIL 6/30/2024	2.00	Officer Director	$0	$0	$0
MEGS YUNN	DIRECTOR	40.00	Officer	$119,812	$4,500	$124,312

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	$3,122,379	$2,903,089	$1,154,350	$219,290
2023	$2,460,285	$2,706,525	$1,046,204	$-246,240
2022	$2,329,281	$2,328,741	$1,424,036	$540
2021	$2,160,798	$1,620,577	$988,379	$540,221
2020	$1,729,886	$1,736,315	$514,058	$-6,429
2019	$1,360,136	$1,148,834	$454,587	$211,302
2018	$800,797	$714,756	$243,285	$86,041