The Beacon Place NFP (EIN 461578189) - 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

Sean Miller

Phone

8474975787

Tax Period

2024-01-01 to 2024-12-31

The Beacon Place NFP, founded in 2012, is a small nonprofit in the Human Services sector that reported $760K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $852K exceeded revenue, resulting in a 12% operating deficit.

Mission

To inspire and guide our neighborhoods children and families toward a brighter tomorrow.

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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 $731,997

Program Service Revenue $0

Investment Income $23,321

Other Revenue $4,885

TOTAL REVENUE $760,203

Expense Breakdown

Grants Paid $0

Salaries & Benefits $577,740

Fundraising Expenses $31,160

Program Expenses $663,915

Other Expenses $273,973

TOTAL EXPENSES $851,713

Year-over-Year Comparison

	2024	2023	Change
Revenue	$760,203	$932,199	-0.2%
Expenses	$851,713	$1,004,913	-0.2%
Net Income	$-91,510	$-72,714	+0.3%

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

251

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

$102,765

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maha Worden	Executive Director	040.00	Officer	$66,334	$0	$66,334
Katie Oatsvall	Interim Executive Director	040.00	Officer	$36,431	$0	$36,431
Scott Carter	Treasurer	001.00	Officer Director	$0	$0	$0
Chris Fisher	Board Member	001.00	Director	$0	$0	$0
Barbara LaFasto	Board member	001.00	Director	$0	$0	$0
Sean Miller	Board Chair	001.00	Officer Director	$0	$0	$0
Mary Tomanek	Secretary	001.00	Officer Director	$0	$0	$0
Beth Pierson	Board Member	001.00	Director	$0	$0	$0
Andy Graves	Board Member	001.00	Director	$0	$0	$0
Scott McLellan	Board Member	001.00	Director	$0	$0	$0
Ashleigh Malec	Board Member	001.00	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	$760,203	$851,713	$1,472,392	$-91,510
2023	$932,199	$1,004,913	$1,582,232	$-72,714
2022	$811,239	$866,290	$1,429,337	$-55,051
2021	$969,323	$1,042,465	$1,454,389	$-73,142
2020	$1,102,626	$973,652	$1,532,517	$128,974
2019	$705,874	$651,786	$1,410,164	$54,088
2018	$1,064,029	$862,162	$1,350,518	$201,867

The Beacon Place NFP