Beattie House Inc c/o AHEAD (EIN 830424723) - 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

2005

Legal Domicile

Principal Officer

Erik Becker

Phone

6034441377

Tax Period

2025-01-01 to 2025-12-31

Beattie House Inc c/o AHEAD, founded in 2005, is a small nonprofit in the Housing & Shelter sector that reported $260K in total revenue in fiscal year 2025. Expenses of $381K exceeded revenue, resulting in a 47% operating deficit.

Mission

Develop, own and manage subsidized residential housing units and related facilities for qualified elderly individuals.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $254,964

Investment Income $4,818

Other Revenue $0

TOTAL REVENUE $259,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $322,807

Other Expenses $380,949

TOTAL EXPENSES $380,949

Year-over-Year Comparison

	2025	2024	Change
Revenue	$259,782	$260,202	0.0%
Expenses	$380,949	$340,105	+0.1%
Net Income	$-121,167	$-79,903	+0.5%

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

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

$289,336

Total Directors

$289,336

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Harrison Kanzler	Executive Director	0.50	Officer Director	$0	$0	$120,277
Erik Becker	President	0.50	Officer Director	$0	$0	$0
Angela Cleveland	Vice President	0.50	Officer Director	$0	$0	$0
Melissa Blood	Treasurer	0.50	Officer Director	$0	$0	$87,405
Christine Crespo	Secretary	0.50	Officer Director	$0	$0	$81,654
Susan Retz	Past President	0.50	Officer Director	$0	$0	$0
Mark Hesler	Past Vice President	0.50	Officer 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	$259,782	$380,949	$2,691,827	$-121,167
2024	$260,202	$340,105	$2,811,852	$-79,903
2023	$237,801	$339,377	$2,900,527	$-101,576
2022	$229,252	$310,441	$2,997,887	$-81,189
2021	$225,781	$331,675	$3,086,901	$-105,894
2020	$218,954	$289,660	$3,183,440	$-70,706
2019	$207,405	$281,548	$3,269,068	$-74,143
2018	$189,510	$287,975	$3,359,196	$-98,465

Beattie House Inc c/o AHEAD