BEACON COMMUNITY FOUNDATION INC (EIN 810498333) - 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

1995

Legal Domicile

Principal Officer

JOAN BJARKO

Phone

4064872292

Tax Period

2024-01-01 to 2024-12-31

BEACON COMMUNITY FOUNDATION INC, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $220K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 45% operating margin.

Mission

The Foundation accepts endowment investments from individuals and organizations for charitable purposes. The foundation earns returns on said investments, pays operating expenses and issues grants for charitable 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 $30,394

Program Service Revenue $0

Investment Income $132,109

Other Revenue $57,676

TOTAL REVENUE $220,179

Expense Breakdown

Grants Paid $37,374

Salaries & Benefits $6,211

Fundraising Expenses $2,888

Program Expenses $78,934

Other Expenses $76,831

TOTAL EXPENSES $120,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,179	$152,241	+0.4%
Expenses	$120,416	$144,879	-0.2%
Net Income	$99,763	$7,362	+12.6%

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

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
JOAN BJARKO	President	4.00	Director	$0	$0	$0
MAYRA TADE	Vice President	4.00	Director	$0	$0	$0
DEANNA FERESTAD	Secretary	2.00	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
2024	$220,179	$120,416	$2,429,072	$99,763
2023	$152,241	$144,879	$2,192,809	$7,362
2022	$190,066	$144,090	$2,022,060	$45,976
2021	$389,498	$163,172	$1,550,638	$226,326
2020	$181,878	$116,172	$1,324,312	$65,706
2019	$151,367	$109,182	$1,258,606	$42,185
2018	$197,447	$134,620	$1,216,421	$62,827

BEACON COMMUNITY FOUNDATION INC