BECKETT HALL INC (EIN 943272520) - 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

1997

Legal Domicile

Principal Officer

WELTON JORDAN

Phone

4152581800

Tax Period

2024-09-01 to 2025-08-31

BECKETT HALL INC, founded in 1997, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2024. The organization ran a surplus of $587K, a strong 17% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING TO STUDENTS

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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 $3,389,464

Investment Income $40,119

Other Revenue $0

TOTAL REVENUE $3,429,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $509,105

Fundraising Expenses $0

Program Expenses $2,589,677

Other Expenses $2,333,962

TOTAL EXPENSES $2,843,067

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,429,583	$3,328,389	+0.0%
Expenses	$2,843,067	$2,816,949	+0.0%
Net Income	$586,516	$511,440	+0.1%

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

N/A

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

$1,496,868

Total Directors

$1,496,868

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WELTON JORDAN	PRESIDENT	0.10	Officer Director	$0	$33,719	$468,821
LAURA HALL	VP/TREASURER	0.10	Officer Director	$0	$47,351	$673,413
KATHERINE FLEMING	SECRETARY	0.10	Officer Director	$0	$46,064	$354,634

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	$3,429,583	$2,843,067	$11,278,149	$586,516
2024	$3,328,389	$2,816,949	$11,430,438	$511,440
2023	$3,150,813	$2,669,869	$11,423,621	$480,944
2022	$3,018,575	$2,454,650	$9,370,738	$563,925
2021	$3,023,330	$2,345,723	$9,500,584	$677,607
2020	$3,030,446	$2,444,486	$9,825,886	$585,960
2019	$2,918,850	$2,471,012	$10,041,023	$447,838

BECKETT HALL INC