Beezo Investments Inc (EIN 832609344) - 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

2018

Legal Domicile

Principal Officer

Pete A Meyers President

Phone

9145485674

Tax Period

2024-01-01 to 2024-12-31

Beezo Investments Inc, founded in 2018, is a small nonprofit in the Education sector that reported $126K in total revenue in fiscal year 2024. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 76% operating margin.

Mission

To provide services and resources for the benefit of, to perform the functions of, or to carry out the purposes of The Thomas M. Brennan Memorial Foundation, Inc.

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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 $0

Program Service Revenue $0

Investment Income $125,778

Other Revenue $0

TOTAL REVENUE $125,778

Expense Breakdown

Grants Paid $21,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,100

Other Expenses $9,176

TOTAL EXPENSES $30,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,778	$45,799	+1.7%
Expenses	$30,276	$72,669	-0.6%
Net Income	$95,502	$-26,870	-4.6%

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

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
Pete A Meyers	Pres+Sec+Treas	0.50	Officer Director	$0	$0	$0
Jennifer B Waterhouse	Director	0.50	Director	$0	$0	$0
Robert Saville	Vice President	0.50	Officer Director	$0	$0	$0
John Scola	Director	0.50	Director	$0	$0	$0
Steve Marconi	Director	0.50	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	No data	No data	No data	No data
2024	$125,778	$30,276	$1,551,706	$95,502
2023	$45,799	$72,669	$1,342,495	$-26,870
2022	$67,624	$8,069	$1,179,140	$59,555
2021	$114,052	$8,445	$1,432,742	$105,607
2020	$35,583	$5,968	$1,167,265	$29,615
2019	$15,947	$4,461	$1,011,612	$11,486

Beezo Investments Inc