BEVERLY HILLS EDUCATION FOUNDATION (EIN 953625879) - 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

1978

Legal Domicile

Principal Officer

KRISTINA WIENER

Phone

3105570651

Tax Period

2023-07-01 to 2024-06-30

BEVERLY HILLS EDUCATION FOUNDATION, founded in 1978, is a small nonprofit that reported $537K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $87K, a strong 16% operating margin.

Mission

THE BEVERLY HILLS EDUCATION FOUNDATION (BHEF) WAS ESTABLISHED IN 1978 BY CONCERNED PARENTS AND COMMUNITY LEADERS. THE FIRST OF ITS KIND, BHEF HAS BECOME A NATIONAL MODEL FOR MORE THAN 500 SCHOOL DISTRICTS THROUGHOUT THE UNITED STATES. BHEF WORKS DILIGENTLY SO THAT OUR CHILDREN CAN HAVE THE KINDS OF QUALITY PROGRAMMING AND EXCEPTIONAL TEACHERS THAT HAVE BEEN THE HALLMARK OF A BEVERLY HILLS PUBLIC SCHOOL EDUCATION.

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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 $461,955

Program Service Revenue $51,716

Investment Income $23,634

Other Revenue $0

TOTAL REVENUE $537,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,185

Fundraising Expenses $64,969

Program Expenses $318,668

Other Expenses $331,644

TOTAL EXPENSES $449,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$537,305	$454,275	+0.2%
Expenses	$449,829	$1,051,154	-0.6%
Net Income	$87,476	$-596,879	-1.1%

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

Employees

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
AMY BEARMAN	DIRECTOR	1.00	Director	$0	$0	$0
HILLA CAREEL	SECRETARY	10.00	Officer Director	$0	$0	$0
FARRAH DODES	DIRECTOR	1.00	Director	$0	$0	$0
JILL EGERMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LEE EGERMAN	TREASURER	10.00	Officer Director	$0	$0	$0
AZY FARAHMAND	DIRECTOR	1.00	Director	$0	$0	$0
FRED FARAHMAND	DIRECTOR	1.00	Director	$0	$0	$0
KELLY HINDEN	DIRECTOR	1.00	Director	$0	$0	$0
ROSE KAISERMAN	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN KRUGER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MANDEL	DIRECTOR	1.00	Director	$0	$0	$0
TONY MAYORKAS	DIRECTOR	1.00	Director	$0	$0	$0
JENN PEDERSEN	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA RAZI	DIRECTOR	1.00	Director	$0	$0	$0
DELA RONEN	DIRECTOR	1.00	Director	$0	$0	$0
PIYA SALIBA	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA WIENER	PRESIDENT	10.00	Officer Director	$0	$0	$0
MELISSA WOLF	DIRECTOR	1.00	Director	$0	$0	$0
AMY WOLKEN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE YASHARPOUR	DIRECTOR	1.00	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	$537,305	$449,829	$4,240,272	$87,476
2023	$454,275	$1,051,154	$3,961,669	$-596,879
2022	$497,821	$689,663	$4,289,555	$-191,842
2021	$431,595	$736,374	$5,153,177	$-304,779
2020	$425,063	$903,385	$4,326,052	$-478,322
2019	$814,706	$1,071,076	$4,816,839	$-256,370
2018	$756,617	$881,679	$5,072,079	$-125,062

BEVERLY HILLS EDUCATION FOUNDATION