BEACON CHARITIES

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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

2022

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

BEACON CHARITIES, founded in 2022, is a small nonprofit in the Health Care sector that reported $950K in total revenue in fiscal year 2023. The organization ran a surplus of $903K, a strong 95% operating margin.

Mission

Beacon Charities aims to tackle common plights of those struggling with poverty and homelessness, suc.

Program Service Accomplishments

Program 1

Expenses: $47,357 Revenue: $950,050

To facilitate the business and operations of addiction recovery work.

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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 $1,936

Program Service Revenue $948,114

Investment Income $0

Other Revenue $0

TOTAL REVENUE $950,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,861

Fundraising Expenses $0

Program Expenses $47,357

Other Expenses $5,496

TOTAL EXPENSES $47,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$950,050	N/A	N/A
Expenses	$47,357	N/A	N/A
Net Income	$902,693	N/A	N/A

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

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
TAMARA W APPLEGATE	DIRECTOR	0.00	Director	$0	$0	$0
JAMES K APPLEGATE	PRESIDENT	0.00	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
2023	$950,050	$47,357	$912,432	$902,693
2023	$1,313,418	$47,317	$1,275,840	$1,266,101