Success Beyond the Classroom

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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

2012

Legal Domicile

Principal Officer

Ed Palmer

Phone

6146335129

Tax Period

2023-01-01 to 2023-12-31

Success Beyond the Classroom, founded in 2012, is a micro nonprofit in the Education sector that reported $85K in total revenue in fiscal year 2023. Revenue surged 1006% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 69% operating margin.

Mission

The organization provides financial assistance to qualified South-Western City School students in middle and high school seeking to improve themselves and their overall educational experience by participating in sports or marching band.

Program Service Accomplishments

Program 1

Expenses: $26,421 Revenue: $77,045

Grants provided to students of South-Western City School District

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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 $77,045

Program Service Revenue $0

Investment Income $8,012

Other Revenue $0

TOTAL REVENUE $85,057

Expense Breakdown

Grants Paid $26,421

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,421

Other Expenses $100

TOTAL EXPENSES $26,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,057	$7,689	+10.1%
Expenses	$26,521	$19,750	+0.3%
Net Income	$58,536	$-12,061	-5.9%

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

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
Edward H Palmer	President	1.00	Officer Director	$0	$0	$0
Mary Mulvany	Director	5.00	Director	$0	$0	$0
Karen New	Treasurer/Secretary	5.00	Officer Director	$0	$0	$0
Leesa Evans	Director	1.00	Director	$0	$0	$0
Jeff Warren	Director	1.00	Director	$0	$0	$0
Danette Warren	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
2023	$85,057	$26,521	$327,566	$58,536
2022	$7,689	$19,750	$269,030	$-12,061
2021	$22,646	$15,150	$281,091	$7,496
2020	$21,309	$25,191	$273,595	$-3,882
2019	$53,435	$21,441	$277,477	$31,994
2018	$43,542	$33,630	$245,483	$9,912