POWERFUL TOOLS FOR CAREGIVERS

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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

2008

Legal Domicile

Principal Officer

Kathleen Shannon

Phone

5039293660

Tax Period

2021-01-01 to 2021-12-31

POWERFUL TOOLS FOR CAREGIVERS, founded in 2008, is a small nonprofit that reported $153K in total revenue in fiscal year 2021. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $289K exceeded revenue, resulting in a 89% operating deficit.

Mission

The organization provides self-care education for family caregivers.

Program Service Accomplishments

Program 1

Expenses: $289,449 Revenue: $153,307

Provide technical assistance, training courses and materials to train Class Leaders. These leaders conduct the self-care education courses for family caregivers using the Powerful Tools Program. We trained over 100 class leaders in 15 training classes in 2021. The program operates in 41 states, Canada and South Korea. We continued to use the virtual version of the program nationwide during the pandemic.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $153,307

TOTAL REVENUE $153,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $247,423

Fundraising Expenses $0

Program Expenses $289,449

Other Expenses $42,026

TOTAL EXPENSES $289,449

Year-over-Year Comparison

	2021	2020	Change
Revenue	$153,307	$222,125	-0.3%
Expenses	$289,449	$115,409	+1.5%
Net Income	$-136,142	$106,716	-2.3%

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

1600

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

$117,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Shannon	Executive Director	32	Officer	$117,000	$0	$117,000
Lilliana Herrea	Board President	1	Director	$0	$0	$0
Lauri Followell	Secretary	0.5	Director	$0	$0	$0
Deborah Leteurneau	Board Member	0.5	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
2021	$153,307	$289,449	$2,252	$-136,142
2020	$222,125	$115,409	$138,394	$106,716