BEAUMONT HERITAGE CENTER

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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

1968

Legal Domicile

Principal Officer

SHELBY BRANNAN

Phone

4098980348

Tax Period

2024-07-01 to 2025-06-30

BEAUMONT HERITAGE CENTER, founded in 1968, is a small nonprofit in the Arts, Culture & Humanities sector that reported $703K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $614K left a modest 13% surplus.

Mission

THE BEAUMONT HERITAGE SOCIETY IS A NON-PROFIT ORGANIZED TO EDUCATE AND ENGAGE THE COMMUNITY THROUGH PRESERVATION OF BEAUMONT'S HISTORY AND HERITAGE FOR A BETTER FUTURE TOGETHER.

Program Service Accomplishments

Program 1

Expenses: $59,290

UPKEEP AND MAINTENANCE FOR THE JOHN J FRENCH TRAINING POST AND MUSEUM AND TO PROVIDE ACTIVITIES AND EDUCATION TO THE COMMUNITY AND TO VISITORS TO THIS REGION.

Program 2

Expenses: $161,143

UPKEEP AND MAINTENANCE OF THE CHAMBERS HOUSE MUSEUM AND MANAGE THE PROPERTY FOR THE CHAMBERS FOUNDATION.

Program 3

Expenses: $25,991

TOURS AND VARIOUS HERITAGE PROGRAMS FOR EDUCATIONAL PURPOSES

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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 $679,848

Program Service Revenue $13,207

Investment Income $9,728

Other Revenue $0

TOTAL REVENUE $702,783

Expense Breakdown

Grants Paid $0

Salaries & Benefits $310,349

Fundraising Expenses $31,035

Program Expenses $341,873

Other Expenses $303,283

TOTAL EXPENSES $613,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$702,783	$552,757	+0.3%
Expenses	$613,632	$518,366	+0.2%
Net Income	$89,151	$34,391	+1.6%

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

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
SHELBY BRANNAN	EXECUTIVE DI	40.00	Officer Director	$0	$0	$0
CHRISTINA CRAWFORD	LAND COMMISS	2.00	Officer Director	$0	$0	$0
MATTHEW FISCHER	BOARD DIRECT	1.00	Director	$0	$0	$0
DAN FRENCH	HONORARY MEM	N/A	Director	$0	$0	$0
THERESA GOODNESS	VICE PRESIDE	1.00	Director	$0	$0	$0
SARAH GRIMM	BOARD DIRECT	1.00	Director	$0	$0	$0
KATE HAMBRIGHT	BOARD DIRECT	1.00	Director	$0	$0	$0
MCKENZIE LAPRAY	SECRETARY	1.00	Officer Director	$0	$0	$0
CAROL RINESTRA	BOARD DIRECT	1.00	Director	$0	$0	$0
JENNIFER ROBINSON	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER TRENBEATH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOANNA TRUNCALI	PAST PRESIDE	1.00	Director	$0	$0	$0
GORDON S WILLIAMS	BOARD DIRECT	1.00	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	$702,783	$613,632	$1,800,479	$89,151
2024	$552,757	$518,366	$1,700,465	$34,391
2023	$517,898	$429,505	$1,649,790	$88,393
2022	$537,522	$339,548	$1,552,146	$197,974
2021	$487,659	$319,157	$1,392,223	$168,502
2020	$399,657	$323,895	$1,226,405	$75,762
2019	$433,324	$355,161	$1,106,765	$78,163