Beckman Endowment Fund

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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

1976

Legal Domicile

Principal Officer

Chris Salrin

Phone

5635560123

Tax Period

2023-03-01 to 2024-02-29

Beckman Endowment Fund, founded in 1976, is a small nonprofit in the Health Care sector that reported $245K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Net assets of $4.7M represent 231 months of operating reserves.

Mission

The mission of the Beckman Endowment Corporation is to support Catholic education by generating funds for Beckman Catholic High School. Advancement of the Beckman Endowment will be obtained through promotion of Planned Gifts, solicitation of Capital funds, as well as preservation of principal & growth of assets through prudent investing.

Program Service Accomplishments

Program 1

Expenses: $196,375

The endowment fund supported area education by promoting and providing funds for the students of Beckman Catholic High School.The first Annual Appeal Fund-drive was started in 1980 as an effort to...

The endowment fund supported area education by promoting and providing funds for the students of Beckman Catholic High School.The first Annual Appeal Fund-drive was started in 1980 as an effort to raise funds for the operating budget. The funds are used to offset the per student cost. The appeal generates approximately $175,000 from alumni, parents, and benefactors of Beckman High School.A capital campaign was held in recent years. Over $7 million in cash and pledges were received to assist in building the current endowment funds as well as to provide assistance in capital improvements to Beckman Catholic High School.

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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 (2023)

Revenue Breakdown

Contributions & Grants $49,550

Program Service Revenue $0

Investment Income $195,915

Other Revenue $0

TOTAL REVENUE $245,465

Expense Breakdown

Grants Paid $196,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $196,375

Other Expenses $56,926

TOTAL EXPENSES $253,301

Year-over-Year Comparison

	2023	2022	Change
Revenue	$245,465	$191,044	+0.3%
Expenses	$253,301	$250,855	+0.0%
Net Income	$-7,836	$-59,811	-0.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Salrin	President	1.00	Officer Director	$0	$0	$0
Jeff Schmitt	Vice President until Feb 2024	1.00	Officer Director	$0	$0	$0
Steve Kruse	Vice President as of Feb 2024	1.00	Officer Director	$0	$0	$0
Matthew Klaren	Treasurer	1.00	Officer Director	$0	$0	$0
Angie Kronlage	Secretary	1.00	Officer Director	$0	$0	$0
Sherri Sigwarth	Director as of Feb 2024	1.00	Director	$0	$0	$0
Karol Digmann	Director	1.00	Director	$0	$0	$0
Tony Scherbring	Director	1.00	Director	$0	$0	$0
Joan Steger	Director	1.00	Director	$0	$0	$0
Terese Kruse	Director	1.00	Director	$0	$0	$0
Fr Chris Podhajsky	Director	1.00	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	$245,465	$253,301	$4,720,573	$-7,836
2023	$191,044	$250,855	$4,222,244	$-59,811
2022	$582,495	$210,175	$4,732,474	$372,320
2021	$187,419	$185,586	$4,533,299	$1,833
2020	$560,877	$217,049	$3,796,484	$343,828
2019	$754,262	$139,703	$3,711,046	$614,559