BEECHWOOD ALUMNI ASSOCIATION INC (EIN 814785786) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

CAROL BEIRNE

Phone

8593311220

Tax Period

2021-07-01 to 2022-06-30

BEECHWOOD ALUMNI ASSOCIATION INC, founded in 2016, is a small nonprofit in the Education sector that reported $157K in total revenue in fiscal year 2021. Expenses of $137K left a modest 13% surplus.

Mission

SUPPORT BEECHWOOD INDEPENDENT SCHOOLS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $141,594

Program Service Revenue $0

Investment Income $0

Other Revenue $15,238

TOTAL REVENUE $156,832

Expense Breakdown

Grants Paid $127,737

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,815

Other Expenses $9,068

TOTAL EXPENSES $136,805

Year-over-Year Comparison

	2021	2020	Change
Revenue	$156,832	N/A	N/A
Expenses	$136,805	N/A	N/A
Net Income	$20,027	$0	N/A

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
DENISE HALPIN	PRESIDENT	10.00	Director	$0	$0	$0
BOB LEE	TREASURER	10.00	Director	$0	$0	$0
CAROL BEIRNE	SECRETARY	10.00	Director	$0	$0	$0
MELISSA JACKSON BURNS	DIRECTOR	1.00	Director	$0	$0	$0
MATT CLAYTON	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN CLAYTON	DIRECTOR	1.00	Director	$0	$0	$0
JOE CREAGHEAD	DIRECTOR	1.00	Director	$0	$0	$0
CHERI DERRICK	DIRECTOR	1.00	Director	$0	$0	$0
JIM ECK	DIRECTOR	1.00	Director	$0	$0	$0
ELLIE EGGEMEIER	DIRECTOR	1.00	Director	$0	$0	$0
BILL HILL	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HUFF	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA ISRAEL	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JUDY O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE RETTIG	DIRECTOR	1.00	Director	$0	$0	$0
NOAH SCHACHTER	DIRECTOR	1.00	Director	$0	$0	$0
AMY SLEET	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE STRICKER	DIRECTOR	1.00	Director	$0	$0	$0
JACK WHITEHURST	DIRECTOR	1.00	Director	$0	$0	$0
SALLY ZEIDLER	DIRECTOR	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
2022	$156,832	$136,805	$63,354	$20,027

BEECHWOOD ALUMNI ASSOCIATION INC