The Boca Grande Preschool Inc (EIN 333906260) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2025

Legal Domicile

Principal Officer

Neely Kountze

Phone

9419642885

Tax Period

2024-01-01 to 2024-12-31

The Boca Grande Preschool Inc, founded in 2025, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2024. The organization ran a surplus of $5.5M, a strong 99% operating margin.

Mission

The Boca Grande Preschool provides Early Education for Island Kids. The Boca Grande Preschool educates children whose parents work or live on Gasparilla Island in the Boca Grande community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,465,791

Program Service Revenue $13,010

Investment Income $23,371

Other Revenue $0

TOTAL REVENUE $5,502,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,088

Fundraising Expenses $1,500

Program Expenses $38,872

Other Expenses $31,284

TOTAL EXPENSES $40,372

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,502,172	N/A	N/A
Expenses	$40,372	N/A	N/A
Net Income	$5,461,800	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Kelli Carpenter	Preschool Director	40.00	Officer Director	$0	$0	$0
Karen Danner	Director	1.00	Director	$0	$0	$0
Fran Edwardson	Director	1.00	Director	$0	$0	$0
Kelley Farish	Director	1.00	Director	$0	$0	$0
Dori Fish	Director	1.00	Director	$0	$0	$0
Kris Ganong	Vice President	1.00	Officer Director	$0	$0	$0
Janice Hursen	Director	1.00	Director	$0	$0	$0
Diane Johnson	Director	1.00	Director	$0	$0	$0
Neely Kountze	Treasurer	1.00	Officer Director	$0	$0	$0
Dennis Maloomian	Director	1.00	Director	$0	$0	$0
Barbara Ryan	Director	1.00	Director	$0	$0	$0
Peggy Seybolt	Director	1.00	Director	$0	$0	$0
Ruth Ann Spurgeon	Director	1.00	Director	$0	$0	$0
Angela Steffan	Secretary	1.00	Officer Director	$0	$0	$0
Jeff Swift	President	1.00	Officer Director	$0	$0	$0
Vicky Winterer	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
2024	$5,502,172	$40,372	$5,458,704	$5,461,800

The Boca Grande Preschool Inc