OG BECKFRUEH-BECK MEMORIAL TRUST F0195400 (EIN 746134161) - 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

1970

Legal Domicile

Principal Officer

DEBBIE BROEMSEN

Tax Period

2024-10-01 to 2025-09-30

OG BECKFRUEH-BECK MEMORIAL TRUST F0195400, founded in 1970, is a small nonprofit in the Education sector that reported $260K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $246K left a modest 5% surplus.

Mission

THE TRUST WAS CREATED BY THE WILL OF OG BECK. THE WILL DIRECTS THAT THE NET INCOME OF THE TRUST BE DISTRIBUTED TO TEXAS LUTHERAN UNIVERSITY FOR EDUCATIONAL PURPOSES. FROST BANK IS SOLE TRUSTEE OF THE TRUST.

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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 $0

Program Service Revenue $0

Investment Income $208,820

Other Revenue $50,850

TOTAL REVENUE $259,670

Expense Breakdown

Grants Paid $146,370

Salaries & Benefits $73,701

Fundraising Expenses $0

Program Expenses $146,370

Other Expenses $26,362

TOTAL EXPENSES $246,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,670	$287,254	-0.1%
Expenses	$246,433	$359,751	-0.3%
Net Income	$13,237	$-72,497	-1.2%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBBIE BROEMSEN	TRUSTEE	40.0	Highest	$73,701	$0	$73,701

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	$259,670	$246,433	$6,056,313	$13,237
2024	$287,254	$359,751	$6,043,076	$-72,497
2023	$182,148	$617,960	$6,115,573	$-435,812
2022	$637,789	$293,835	$6,551,385	$343,954
2021	$721,283	$203,577	$6,207,431	$517,706
2020	$321,056	$256,692	$5,689,725	$64,364

OG BECKFRUEH-BECK MEMORIAL TRUST F0195400