CALDWELL COUNTY SMART START A PARTNERSHIP FOR YOUNG CHILDREN (EIN 201090467) - 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

2004

Legal Domicile

Principal Officer

HANNAH S ROMERO

Phone

8284265437

Tax Period

2024-07-01 to 2025-06-30

CALDWELL COUNTY SMART START A PARTNERSHIP FOR YOUNG CHILDREN, founded in 2004, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $422K, a strong 29% operating margin.

Mission

HELPING CALDWELL COUNTY CHILDREN ARRIVE AT SCHOOL HEALTHY AND PREPARED FOR SUCCESS.

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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 $1,442,493

Program Service Revenue $0

Investment Income $0

Other Revenue $4,928

TOTAL REVENUE $1,447,421

Expense Breakdown

Grants Paid $300,293

Salaries & Benefits $522,420

Fundraising Expenses $0

Program Expenses $798,654

Other Expenses $203,013

TOTAL EXPENSES $1,025,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,447,421	$973,100	+0.5%
Expenses	$1,025,726	$957,680	+0.1%
Net Income	$421,695	$15,420	+26.3%

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

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

$89,175

Total Directors

$89,175

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DON PHIPPS	BOARD MEMBER	0.50	Director	$0	$0	$0
ANNA COOK	BOARD MEMBER	0.50	Director	$0	$0	$0
RICK SHEW	BOARD MEMBER	0.50	Director	$0	$0	$0
TONYA JONES	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN BROWN	BOARD MEMBER	0.50	Director	$0	$0	$0
REV MIKE HARRIS	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFF LINK	CHAIR	1.00	Officer Director	$0	$0	$0
WAYNE RASH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MANDY WHITE	TREASURER	1.00	Officer Director	$0	$0	$0
BECKY GIBBONS	BOARD MEMBER	0.50	Director	$0	$0	$0
HANNAH S ROMERO	EXECUTIVE DIRECTOR	40.00	Officer Director	$89,175	$0	$89,175
MEGAN MOODY	BOARD MEMBER	1.00	Director	$0	$0	$0
LESTER WHITTINGTON	BOARD MEMBER	0.50	Director	$0	$0	$0
GONZALO VAZQUEZ	BOARD MEMBER	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	$1,447,421	$1,025,726	$557,082	$421,695
2024	$973,100	$957,680	$157,642	$15,420
2023	$1,017,940	$1,057,568	$140,766	$-39,628
2022	$894,983	$889,609	$196,225	$5,374
2021	$895,226	$878,092	$94,243	$17,134
2020	$882,022	$872,722	$85,060	$9,300

CALDWELL COUNTY SMART START A PARTNERSHIP FOR YOUNG CHILDREN