BEECHWOOD EDUCATIONAL FOUNDATION INC (EIN 611077944) - 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

1984

Legal Domicile

Principal Officer

JOHN BROOKING

Phone

8593412001

Tax Period

2023-07-01 to 2024-06-30

BEECHWOOD EDUCATIONAL FOUNDATION INC, founded in 1984, is a micro nonprofit in the Education sector that reported $100K in total revenue in fiscal year 2023. The organization ran a surplus of $59K, a strong 59% operating margin.

Mission

EDUCATIONAL SUPPORT TO BEECHWOOD SCHOOLS - TO ENCOURAGE, ENHANCE AND REWARD ACADEMIC EXCELLENCE FOR STUDENTS OF ALL AGES

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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 $40,837

Program Service Revenue $0

Investment Income $47,381

Other Revenue $11,451

TOTAL REVENUE $99,669

Expense Breakdown

Grants Paid $16,772

Salaries & Benefits $0

Fundraising Expenses $3,540

Program Expenses $16,772

Other Expenses $23,999

TOTAL EXPENSES $40,771

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,669	$102,524	0.0%
Expenses	$40,771	$83,720	-0.5%
Net Income	$58,898	$18,804	+2.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JOHN BROOKING	PRESIDENT	Officer Director	$0	$0	$0
G WILLIAM HILL	VICE PRESIDENT	Officer Director	$0	$0	$0
MARSHALL K DOSKER	TREASURER	Officer Director	$0	$0	$0
GERALDINE MIRACLE	SECRETARY	Officer Director	$0	$0	$0
NANCY CREAGHEAD	BOARD MEMBER	Director	$0	$0	$0
BRADFORD M HOOD SR	BOARD MEMBER	Director	$0	$0	$0
ZACH ASHLEY	BOARD MEMBER	Director	$0	$0	$0
JUSTIN KAISER	BOARD MEMBER	Director	$0	$0	$0
MIKE STACY	BOARD MEMBER	Director	$0	$0	$0
DEBORAH M ELICKER	EXECUTIVE DIRECTOR	Officer Director	$0	$0	$0
ALISSA AYRES	BOARD MEMBER	Director	$0	$0	$0
CAROL BEIRNE	BOARD MEMBER	Director	$0	$0	$0
JEANNE BERGER	BOARD MEMBER	Director	$0	$0	$0
BRYAN BISHOP	BOARD MEMBER	Director	$0	$0	$0
JOHN BURKE	BOARD MEMBER	Director	$0	$0	$0
CASEY BURNS	BOARD MEMBER	Director	$0	$0	$0
NANCY F CAMPBELL	BOARD MEMBER	Director	$0	$0	$0
MATTHEW CLAYTON	BOARD MEMBER	Director	$0	$0	$0
ROBERT B CRAIG	BOARD MEMBER	Director	$0	$0	$0
JOE CREAGHEAD	BOARD MEMBER	Director	$0	$0	$0
MICHAEL D DAMMERT	BOARD MEMBER	Director	$0	$0	$0
COLLEEN DARNELL	BOARD MEMBER	Director	$0	$0	$0
KYLE DARNELL	BOARD MEMBER	Director	$0	$0	$0
SUZANNE DEATHERAGE	BOARD MEMBER	Director	$0	$0	$0
DANIEL H DEMMERLE II	BOARD MEMBER	Director	$0	$0	$0
ROBERT EDMISTON	BOARD MEMBER	Director	$0	$0	$0
EDWARD R ELICKER	BOARD MEMBER	Director	$0	$0	$0
LIZ ELLIS	BOARD MEMBER	Director	$0	$0	$0
JAMEE FLAHERTY	BOARD MEMBER	Director	$0	$0	$0
SALLY GRUNKEMEYER	BOARD MEMBER	Director	$0	$0	$0
DENISE HALPIN	BOARD MEMBER	Director	$0	$0	$0
CARL E HICKS	BOARD MEMBER	Director	$0	$0	$0
DOUG HILL	BOARD MEMBER	Director	$0	$0	$0
JAMES H HUFF	BOARD MEMBER	Director	$0	$0	$0
BOB LEE	BOARD MEMBER	Director	$0	$0	$0
JOHN B MORLIDGE III	BOARD MEMBER	Director	$0	$0	$0
AMY SLEET	BOARD MEMBER	Director	$0	$0	$0
MARY LEE CHANCE SMITH	BOARD MEMBER	Director	$0	$0	$0
JAMES J VANCE	BOARD MEMBER	Director	$0	$0	$0
EARL WALZ	BOARD MEMBER	Director	$0	$0	$0
DR GINGER BLACKWELL	BOARD MEMBER	Director	$0	$0	$0
DR JOHN E WHITE	BOARD MEMBER	Director	$0	$0	$0
DENNIS A ZAHLER	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	$99,669	$40,771	$1,061,264	$58,898
2023	$102,524	$83,720	$714,532	$18,804
2022	$96,555	$56,590	$695,727	$39,965
2021	$94,390	$33,502	$655,762	$60,888
2020	$70,451	$52,941	$594,874	$17,510
2019	$145,024	$28,252	$577,364	$116,772

BEECHWOOD EDUCATIONAL FOUNDATION INC