CAROUSEL AT POTTSTOWN INC (EIN 233061669) - 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

1998

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

CAROUSEL AT POTTSTOWN INC, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $127K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $164K exceeded revenue, resulting in a 29% operating deficit.

Mission

THE ORGANIZATION WAS CONCEIVED PRIMARILY TO RESTORE, OPERATE, MAINTAIN AND PRESERVE A HISTORICALLY SIGNIFICANT CAROUSEL FOR THE ENJOYMENT OF THE POTTSTOWN COMMUNITY.

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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 $250

Program Service Revenue $125,966

Investment Income $20

Other Revenue $619

TOTAL REVENUE $126,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,075

Fundraising Expenses $5,408

Program Expenses $147,685

Other Expenses $95,454

TOTAL EXPENSES $163,529

Year-over-Year Comparison

	2023	2022	Change
Revenue	$126,855	$135,486	-0.1%
Expenses	$163,529	$208,041	-0.2%
Net Income	$-36,674	$-72,555	-0.5%

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
BOBBY WATSON	DIRECTOR	2.00	Director	$0	$0	$0
TRACEY WAGNER HANLEY	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT PETERMAN	PRESIDENT	2.00	Officer	$0	$0	$0
SARAH BUTTARO	SECRETARY	2.00	Officer	$0	$0	$0
CHRIS ROWE	TREASURER	2.00	Officer	$0	$0	$0
MARK SAYLOR	VICE PRESIDENT	2.00	Officer	$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
2024	$126,855	$163,529	$405,288	$-36,674
2023	$135,486	$208,041	$447,265	$-72,555
2022	$104,157	$185,393	$519,820	$-81,236
2021	$121,893	$145,320	$601,056	$-23,427
2018	$56,314	$227,066	$845,857	$-170,752

CAROUSEL AT POTTSTOWN INC