BEACON STATE FUND (EIN 742786655) - 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

Connie Weeks

Phone

5124637009

Tax Period

2021-01-01 to 2021-12-31

BEACON STATE FUND, founded in 1996, is a small nonprofit in the Education sector that reported $220K in total revenue in fiscal year 2021. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 24% operating margin.

Mission

The Beacon State Fund was set up to engage in activities that educate and improve civic participation of Texas citizens by promoting community leadership and volunteerism; by fostering reading and literacy; and by holding one or more conferences annually and periodic seminars or gatherings to discuss, teach, encourage, recognize, or otherwise promote community leadership, volunteerism, reading, and literacy; and to recognize outstanding dedication and contributions to these goals by all Texans, especially by women and particularly women in the public sector.

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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 (2021)

Revenue Breakdown

Contributions & Grants $220,402

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $220,406

Expense Breakdown

Grants Paid $48,032

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,546

Other Expenses $120,536

TOTAL EXPENSES $168,568

Year-over-Year Comparison

	2021	2020	Change
Revenue	$220,406	$130,107	+0.7%
Expenses	$168,568	$17,251	+8.8%
Net Income	$51,838	$112,856	-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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Connie Weeks	President	2	Officer	$0	$0	$0
Rita Kreisle	Treasurer	2	Officer	$0	$0	$0
Melissa Jackson	Secretary	1	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	No data	No data	No data	No data
2021	$220,406	$168,568	$193,451	$51,838

BEACON STATE FUND