THE BEACON INSTITUTE INC (EIN 521990733) - 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

1996

Legal Domicile

Principal Officer

KEVIN HEFFNER

Phone

4103811176

Tax Period

2024-01-01 to 2024-12-31

THE BEACON INSTITUTE INC, founded in 1996, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.1M left a modest 5% surplus.

Mission

PROVIDE TRAINING & EDUCATION AS WELL AS FOSTER UNDERSTANDING OF ISSUES PERTAINING TO OLDER ADULTS.

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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 $194,014

Program Service Revenue $820,540

Investment Income $39,312

Other Revenue $73,952

TOTAL REVENUE $1,127,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $631,147

Fundraising Expenses $1,035

Program Expenses $1,037,395

Other Expenses $445,528

TOTAL EXPENSES $1,076,675

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,127,818	$1,228,928	-0.1%
Expenses	$1,076,675	$1,141,528	-0.1%
Net Income	$51,143	$87,400	-0.4%

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

$555,850

Total Directors

$249,963

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON FLOWERS-WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
KELLY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER JUNTA	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN GOEDEKE	EX-OFFICIO	1.00	Director	$0	$0	$0
STANLEY SNOW	EX-OFFICIO	1.00	Director	$0	$0	$0
KILAN FEVRIER	DIRECTOR	1.00	Director	$0	$0	$0
LAUNI VAWTER	DIRECTOR	1.00	Director	$0	$0	$0
MARIA JOHNSON DARBY	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER FITZPATRICK	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN HANDELMAN	DIRECTOR	1.00	Director	$0	$0	$0
CAK BOGERTMAN	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER ZEISS	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN SHIELDS	SECRETARY	1.00	Officer Director	$0	$0	$0
CASEY YOUNG	TREASURER	1.00	Officer Director	$0	$0	$0
ELIZABETH GALIK	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
BILL HASSON	PAST-CHAIR	1.00	Officer Director	$0	$0	$0
JAMES MAUSER	CHAIR	1.00	Officer Director	$0	$0	$0
AHUVA WEINREB	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN HEFFNER	PRESIDENT/EX-OFFICIO	10.00	Officer Director	$0	$9,788	$249,963
KATHY BERNETTI	SVP FINANCE	19.00	Officer	$145,531	$6,297	$151,828
PAUL MILLER	COO	4.00	Officer	$0	$16,606	$154,059

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	$1,127,818	$1,076,675	$1,369,824	$51,143
2023	$1,228,928	$1,141,528	$1,240,982	$87,400
2022	$945,728	$839,548	$1,051,243	$106,180
2021	$862,797	$919,199	$1,286,817	$-56,402
2020	$1,041,656	$973,506	$1,578,237	$68,150
2019	$1,081,408	$1,062,015	$1,404,155	$19,393
2018	$1,103,889	$1,100,814	$1,360,164	$3,075

THE BEACON INSTITUTE INC