BEARDEN HIGH SCHOOL FOUNDATION (EIN 621701051) - 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

1997

Legal Domicile

Principal Officer

DAVID BELCHER

Phone

8655397800

Tax Period

2024-07-01 to 2025-06-30

BEARDEN HIGH SCHOOL FOUNDATION, founded in 1997, is a micro nonprofit in the Education sector that reported $89K in total revenue in fiscal year 2024. Expenses of $76K left a modest 15% surplus.

Mission

TO SECURE FUNDS FOR BENEFIT & IMPROVEMENT OF BEARDEN 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 (2024)

Revenue Breakdown

Contributions & Grants $20,600

Program Service Revenue $0

Investment Income $13

Other Revenue $68,703

TOTAL REVENUE $89,316

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,071

Other Expenses $76,071

TOTAL EXPENSES $76,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,316	$84,708	+0.1%
Expenses	$76,071	$59,788	+0.3%
Net Income	$13,245	$24,920	-0.5%

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
CHAD KEENER	PRESIDENT	4.00	Officer	$0	$0	$0
HEATHER KYLE	VICE PRESIDENT	4.00	Officer	$0	$0	$0
JOE PENDERGRASS	TREASURER	4.00	Officer	$0	$0	$0
DANIELLE HEMSLEY	SECRETARY	4.00	Officer	$0	$0	$0
BUDDY HEINS	DIRECTOR	1.00	Director	$0	$0	$0
JONI PRICE	DIRECTOR	1.00	Director	$0	$0	$0
DARREN WELCH	DIRECTOR	1.00	Director	$0	$0	$0
WARD WITT	DIRECTOR	1.00	Director	$0	$0	$0
STACEY SERAFIN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN TANNER	DIRECTOR	1.00	Director	$0	$0	$0
JANENE NORDIN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT ELDER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF MCINTOSH	DIRECTOR	1.00	Director	$0	$0	$0
KRISTA MCINTOSH	DIRECTOR	1.00	Director	$0	$0	$0
MARY SERGENT	DIRECTOR	1.00	Director	$0	$0	$0
DORREN KRAVITZ	DIRECTOR	1.00	Director	$0	$0	$0
RUSSEL HUMPHRIES	DIRECTOR	1.00	Director	$0	$0	$0
SHAWNA HUMPHRIES	DIRECTOR	1.00	Director	$0	$0	$0
HANSEN SALE	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER CASCIANO	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE SAYERS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIE COUNSEL	DIRECTOR	1.00		$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	$89,316	$76,071	$134,385	$13,245
2024	$84,708	$59,788	$121,140	$24,920
2023	$91,962	$98,890	$96,220	$-6,928
2022	$109,801	$86,425	$103,147	$23,376
2021	$115,434	$56,525	$101,583	$58,909
2020	$43,244	$60,115	$42,674	$-16,871
2019	$75,444	$86,150	$59,546	$-10,706

BEARDEN HIGH SCHOOL FOUNDATION