BEACHWOOD CENTER FOR WELLBEING (EIN 812937112) - 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

2016

Legal Domicile

Phone

7017889110

Tax Period

2023-01-01 to 2023-12-31

BEACHWOOD CENTER FOR WELLBEING, founded in 2016, is a small nonprofit in the Health Care sector that reported $635K in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum.

Mission

BEACHWOOD PROVIDES INTEGRATIVE EQUINE THERAPY TO INDIVIDUALS WITH ANXIETY, TRAMA, DEPRESSION, LOSS AND PTSD. ALL VETERANS, REFERRALS FROM MEDICAL AND MENTAL HEALTH PROVIDERS ARE TREATED FREE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $634,873

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $634,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,588

Fundraising Expenses $0

Program Expenses $688,505

Other Expenses $585,917

TOTAL EXPENSES $688,505

Year-over-Year Comparison

	2023	2022	Change
Revenue	$634,873	$307,072	+1.1%
Expenses	$688,505	$470,293	+0.5%
Net Income	$-53,632	$-163,221	-0.7%

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
LYNNE BRYAN PHIPPS	PRESIDENT	50.00	Officer	$0	$0	$0
WHITNEY BAILEY	BOARD CHAIR	15.00	Officer	$0	$0	$0
ANA BESS MOYER BELL	SECRETARY	N/A	Officer	$0	$0	$0
BRITT BELL	TREASURER	N/A	Officer	$0	$0	$0
ANDREA DEW	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$634,873	$688,505	$27,861	$-53,632
2022	$307,072	$470,293	$37,252	$-163,221
2022	$307,072	$470,293	$37,252	$-163,221
2021	$203,644	$297,923	$16,773	$-94,279
2020	$272,463	$241,812	$34,253	$30,651

BEACHWOOD CENTER FOR WELLBEING