BEATRICE EDUCATIONAL FOUNDATION INC (EIN 470713910) - 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

1987

Legal Domicile

Principal Officer

JAMI VATER

Phone

4022231500

Tax Period

2024-01-01 to 2024-12-31

BEATRICE EDUCATIONAL FOUNDATION INC, founded in 1987, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Net assets of $3.4M represent 34 months of operating reserves.

Mission

SUPPORT BEATRICE PUBLIC SCHOOLS AND PROVIDE SCHOLARSHIPS FOR GRADUATES.

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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 $940,466

Program Service Revenue $170,153

Investment Income $75,708

Other Revenue $28,705

TOTAL REVENUE $1,215,032

Expense Breakdown

Grants Paid $945,319

Salaries & Benefits $230,957

Fundraising Expenses $0

Program Expenses $1,182,440

Other Expenses $52,177

TOTAL EXPENSES $1,228,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,215,032	$904,608	+0.3%
Expenses	$1,228,453	$452,109	+1.7%
Net Income	$-13,421	$452,499	-1.0%

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

$77,793

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE HUMBLE	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDY CAROTHERS	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
ROSS BAUMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOYCE BLACKWELL	TRUSTEE	1.00	Director	$0	$0	$0
NATE CLABAUGH	TRUSTEE	1.00	Director	$0	$0	$0
DAN GLEASON	TRUSTEE	1.00	Director	$0	$0	$0
SANDI HOFFMAN	TRUSTEE	1.00	Director	$0	$0	$0
FRED HEARD	TRUSTEE	1.00	Director	$0	$0	$0
ANN LUERS	TRUSTEE	1.00	Director	$0	$0	$0
KAY MCKINZIE	TRUSTEE	1.00	Director	$0	$0	$0
CAROL OLTMAN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE PERKINS	TRUSTEE	1.00	Director	$0	$0	$0
LISA PIEPER	TRUSTEE	1.00	Director	$0	$0	$0
JASON SUTTER	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN TIMM	TRUSTEE	1.00	Director	$0	$0	$0
JAMI VATER	EXECUTIVE DI	40.00	Officer	$50,040	$0	$50,040
DORIS MARTIN	MARKETING SP	40.00	Officer	$27,753	$0	$27,753

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	$1,215,032	$1,228,453	$3,450,772	$-13,421
2023	$904,608	$452,109	$3,286,250	$452,499
2022	$677,200	$437,976	$2,552,751	$239,224
2021	$456,691	$379,808	$2,756,514	$76,883
2020	$353,880	$307,759	$2,317,464	$46,121
2019	$403,681	$322,249	$2,077,064	$81,432
2018	$377,488	$319,960	$1,796,419	$57,528

BEATRICE EDUCATIONAL FOUNDATION INC