BEEKMAN ALUMNI AND FRIENDS INC (EIN 460576523) - 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

2012

Legal Domicile

Principal Officer

R K HUNTSMAN JR

Phone

3182817188

Tax Period

2024-07-01 to 2025-06-30

BEEKMAN ALUMNI AND FRIENDS INC, founded in 2012, is a mid-sized nonprofit in the Education sector that reported $13.2M in total revenue in fiscal year 2024. Expenses of $12.0M left a modest 9% surplus.

Mission

GOVERN AND OPERATE A CHARTER SCHOOL THAT PROVIDES EDUCATION TO STUDENTS IN GRADES PK THROUGH 12

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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 $13,062,509

Program Service Revenue $31,318

Investment Income $88,554

Other Revenue $500

TOTAL REVENUE $13,182,881

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,614,978

Fundraising Expenses $0

Program Expenses $1,139,586

Other Expenses $3,428,317

TOTAL EXPENSES $12,043,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,182,881	$12,379,826	+0.1%
Expenses	$12,043,295	$11,357,998	+0.1%
Net Income	$1,139,586	$1,021,828	+0.1%

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

120

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH HUNTSMAN JR	PRESIDENT	005.00	Officer Director	$0	$0	$0
FRANCES LOYLESS	VICE-PRESIDENT	005.00	Officer Director	$0	$0	$0
TAMIKA FARRELL	SECR/TREAS	005.00	Officer Director	$0	$0	$0
LORI WALLACE	MEMBER	005.00	Director	$0	$0	$0
SANDI RALLINSON	MEMBER	005.00	Director	$0	$0	$0
MICHAEL EDMONDS	MEMBER	005.00	Director	$0	$0	$0
SARAH ELLINGBURG	MEMBER	005.00	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	$13,182,881	$12,043,295	$18,444,659	$1,139,586
2024	No data	No data	No data	No data
2023	$14,789,140	$11,082,892	$14,193,446	$3,706,248
2022	$12,364,530	$10,174,015	$10,315,511	$2,190,515
2021	$9,485,590	$8,033,524	$7,823,580	$1,452,066
2020	$9,530,048	$8,188,381	$7,003,552	$1,341,667
2019	$8,732,768	$8,210,020	$5,989,920	$522,748
2018	$8,961,455	$8,183,684	$5,252,967	$777,771

BEEKMAN ALUMNI AND FRIENDS INC