BEACON HARBOR INC (EIN 640651273) - 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

1983

Legal Domicile

Principal Officer

WALKER STURDIVANT

Phone

6624536211

Tax Period

2025-01-01 to 2025-12-31

BEACON HARBOR INC, founded in 1983, is a small nonprofit that reported $395K in total revenue in fiscal year 2025. The organization ran a surplus of $109K, a strong 28% operating margin.

Mission

HOUSING FOR THE HANDICAPPED

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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 (2025)

Revenue Breakdown

Contributions & Grants $25,953

Program Service Revenue $312,490

Investment Income $14,745

Other Revenue $41,597

TOTAL REVENUE $394,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,608

Fundraising Expenses $0

Program Expenses $191,553

Other Expenses $178,986

TOTAL EXPENSES $285,594

Year-over-Year Comparison

	2025	2024	Change
Revenue	$394,785	$395,537	0.0%
Expenses	$285,594	$277,925	+0.0%
Net Income	$109,191	$117,612	-0.1%

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

N/A

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
MRS SHARON BOLER	DIRECTOR	Director	$0	$0	$0
MRS JEAN HODGES	DIRECTOR	Director	$0	$0	$0
TRACY SHELTON	DIRECTOR	Director	$0	$0	$0
CLAIRE GREEN	DIRECTOR	Director	$0	$0	$0
DAWN MCBEE	DIRECTOR	Director	$0	$0	$0
MATT GNEMI	DIRECTOR	Director	$0	$0	$0
BRAD HAWKINS	DIRECTOR	Director	$0	$0	$0
MR WALKER STURDIVANT	PRESIDENT	Officer	$0	$0	$0
MR JOHN PITTMAN	ASSISTANT SECRETARY	Officer	$0	$0	$0
RHYINE LONG	VICE PRESIDENT	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
2025	$394,785	$285,594	$920,898	$109,191
2024	$395,537	$277,925	$811,213	$117,612
2023	$405,666	$270,564	$777,243	$135,102
2022	$348,227	$258,698	$653,879	$89,529
2021	$371,863	$255,639	$570,331	$116,224
2020	$410,327	$412,718	$481,515	$-2,391
2019	$397,175	$584,358	$449,903	$-187,183
2018	$397,981	$389,515	$630,179	$8,466

BEACON HARBOR INC