Beauregard Health System Foundation Inc (EIN 832402212) - 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

2018

Legal Domicile

Principal Officer

Kelli Broocks

Tax Period

2023-11-01 to 2024-10-31

Beauregard Health System Foundation Inc, founded in 2018, is a small nonprofit in the Health Care sector that reported $244K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 17% operating margin.

Mission

To assist in improving healthcare in Beauregard Parish, Louisiana.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $220,475

Program Service Revenue $0

Investment Income $23,306

Other Revenue $0

TOTAL REVENUE $243,781

Expense Breakdown

Grants Paid $197,342

Salaries & Benefits $0

Fundraising Expenses $1,534

Program Expenses $197,342

Other Expenses $4,136

TOTAL EXPENSES $203,012

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,781	$476,874	-0.5%
Expenses	$203,012	$125,498	+0.6%
Net Income	$40,769	$351,376	-0.9%

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
Bobbye Nothnagel	Co-Chair	2.00	Director	$0	$0	$0
Donald McNabb	Co-Chair	2.00	Director	$0	$0	$0
Faith Scott	Legacy Circle	2.00	Director	$0	$0	$0
Donna Perkins	Co-Chair	2.00	Director	$0	$0	$0
Susan Day	Co-Chair	2.00	Director	$0	$0	$0
Sylvia Smith	Secretary	2.00	Officer Director	$0	$0	$0
Shelly Trammel	Treasurer	2.00	Officer Director	$0	$0	$0
Glenda Dean	Chair	2.00	Officer Director	$0	$0	$0
Leon Lagneaux	Vice President	2.00	Officer Director	$0	$0	$0
Kelli Broocks	President	2.00	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
2024	$243,781	$203,012	$1,312,487	$40,769
2023	$476,874	$125,498	$1,271,718	$351,376
2022	$450,129	$64,134	$920,342	$385,995
2021	$506,310	$113,730	$625,548	$392,580
2020	$254,063	$131,361	$142,991	$122,702

Beauregard Health System Foundation Inc