ORLEAN & RALPH W BEESON FUND (EIN 570885634) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

DENISE MOORE

Phone

2059333705

Tax Period

2023-01-01 to 2023-12-31

ORLEAN & RALPH W BEESON FUND, founded in 1989, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $536K, a strong 20% operating margin.

Mission

THE FUND IS DEVOTED TO THE BENEFIT OF MANKIND THROUGH THE AWARD OF GRANTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,241,285

Other Revenue $0

TOTAL REVENUE $2,241,285

Expense Breakdown

Grants Paid $1,961,752

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,961,752

Other Expenses $420,882

TOTAL EXPENSES $2,382,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,241,285	$1,222,791	+0.8%
Expenses	$2,382,634	$2,326,711	+0.0%
Net Income	$-141,349	$-1,103,920	-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
SUMNER STARLING	DIRECTOR	1.00	Director	$0	$0	$0
TOM ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET BRUNSTAD	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JEAN SHANKS	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE TALBOT	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN DULIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN NORRIS	TREASURER	1.00	Officer Director	$0	$0	$0
WILL WYKLE	DIRECTOR	1.00	Director	$0	$0	$0
WIN BAIRD	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA PATRICK REVEREND	DIRECTOR	1.00	Director	$0	$0	$0
JIM SHEPHERD	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE WALTHALL	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA HARPER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LONG	HEAD OF STAFF, DIRECTOR	1.00	Director	$0	$0	$0
MERRILL STEWART	DIRECTOR	1.00	Director	$0	$0	$0
TOM SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
AMY MCCAIN	DIRECTOR	1.00	Director	$0	$0	$0
DENISE MOORE	EXECUTIVE DIRECTOR	5.00	Officer	$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	$2,241,285	$2,382,634	$51,173,619	$-141,349
2022	$1,222,791	$2,326,711	$47,857,948	$-1,103,920
2021	$3,607,280	$2,249,323	$56,479,601	$1,357,957
2020	$1,748,832	$2,328,703	$53,115,253	$-579,871
2019	$1,677,482	$2,129,904	$49,591,977	$-452,422
2018	$2,687,210	$2,151,189	$45,397,581	$536,021

ORLEAN & RALPH W BEESON FUND