COOLIDGE CORNER PTO INC FKA DEVOTI… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

THA CHAN

Phone

6178345785

Tax Period

2022-07-01 to 2023-06-30

COOLIDGE CORNER PTO INC FKA DEVOTION SCHOOL ALLIANCE, founded in 1994, is a small nonprofit in the Education sector that reported $181K in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $364K represent 24 months of operating reserves.

Mission

TO SUPPORT COOLIDGE CORNER SCHOOL STUDENTS, FAMILIES, AND PROGRAMS THROUGH ENRICHMENT, COMMUNITY SUPPORT, AND BUILDING.

Program Service Accomplishments

Program 1

Expenses: $177,969

ACADEMIC ENRICHMENT INCLUDING FIELD TRIPS, CLASSROOM SUPPLIES, TEACHER SUPPORT, LIBRARY BOOKS, AND SIMILAR ACTIVITIES WHICH ENHANCE THE CLASSROOM EXPERIENCE FOR ALL 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 (2022)

Revenue Breakdown

Contributions & Grants $89,010

Program Service Revenue $0

Investment Income $8,339

Other Revenue $83,903

TOTAL REVENUE $181,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $177,969

Other Expenses $182,689

TOTAL EXPENSES $182,689

Year-over-Year Comparison

	2022	2021	Change
Revenue	$181,252	$156,044	+0.2%
Expenses	$182,689	$151,751	+0.2%
Net Income	$-1,437	$4,293	-1.3%

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
THA CHAN	PRESIDENT & CO-CHAIR	15.00	Officer Director	$0	$0	$0
KELLY SALVATORE	TREASURER	5.00	Officer Director	$0	$0	$0
KRISTIN HUNG	DIRECTOR	5.00	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	$181,252	$182,689	$376,044	$-1,437
2022	$156,044	$151,751	$375,435	$4,293
2021	$141,200	$94,267	$372,606	$46,933
2020	$146,700	$126,948	$325,335	$19,752

COOLIDGE CORNER PTO INC FKA DEVOTION SCHOOL ALLIANCE