THOMAS J BEATSON JR FOUNDATION TR ROBERT L PACKARD TRUSTEE

EIN: 476253202 501(c)(3)

MESA, AZ

Total Revenue
$4,654
Total Expenses
N/A
Total Assets
$520,425
Net Assets
$520,425
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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
2002
Legal Domicile
AZ
Principal Officer
ROBERT L PACKARD
Phone
4808343550
Tax Period
2023-01-01 to 2023-12-31

THOMAS J BEATSON JR FOUNDATION TR ROBERT L PACKARD TRUSTEE, founded in 2002, is a micro nonprofit that reported $5K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

MEDICAL RESEARCH, EDUCATION, AND TREATMENT OF TYPE 1 DIABETES

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $4,654
Other Revenue $0
TOTAL REVENUE $4,654

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue $4,654 $3,840 +0.2%
Expenses N/A $1,240 -1.0%
Net Income N/A $2,600 N/A
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

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Governance

Voting Members
2
Independent Members
N/A
Employees
N/A
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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT L PACKARD CO-TRUSTEE 0.00
Officer Director
$0 $0 $0
BRENT D ELLSWORTH CO-TRUSTEE 0.00
Officer 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 No data No data No data No data
2023 $4,654 No data $520,425 No data
2022 $3,840 $1,240 $515,771 $2,600
2021 $1,786,314 $2,836,540 $513,171 $-1,050,226
2020 $123,175 $348,114 $1,563,397 $-224,939
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