FOLIOCOLLABORATIVE INC

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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

Phone

8004525078

Tax Period

2024-07-01 to 2025-06-30

FOLIOCOLLABORATIVE INC, founded in 2012, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

THE FOLIOCOLLABORATIVE BELIEVES IN INSPIRING INFORMED CONVERSATIONS FOR GROWTH TO IMPROVE THE QUALITY OF PROFESSIONAL DEVELOPMENT AND PERFORMANCE EVALUATION IN EDUCATIONAL INSTITUTIONS.

Program Service Accomplishments

Program 1

Expenses: $543,483 Revenue: $1,121,720

DEVELOPMENT AND IMPLEMENTATION OF SOFTWARE FOR EVALUATING TEACHERS AND ADMINISTRATORS OF INDEPENDENT SCHOOLS, INCLUDING TRAINING TECHNICAL SUPPORT.

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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 $0

Program Service Revenue $1,121,720

Investment Income $3,513

Other Revenue $655

TOTAL REVENUE $1,125,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $780,072

Fundraising Expenses $0

Program Expenses $543,483

Other Expenses $414,467

TOTAL EXPENSES $1,194,539

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,125,888	$1,474,544	-0.2%
Expenses	$1,194,539	$1,455,896	-0.2%
Net Income	$-68,651	$18,648	-4.7%

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

N/A

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

$178,293

Total Directors

Key Employees

$194,326

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
1 JOSH JONES-DILWORTH	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
2 JULIE CRABILL	BOARD MEMBER	1.00	Director	$0	$0	$0
3 DAVID FARACE	BOARD MEMBER	1.00	Director	$0	$0	$0
4 LINDA HAITANI	BOARD MEMBER	1.00	Director	$0	$0	$0
5 MICHELLE LIPKOWITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
6PAUL MUMMA	BOARD MEMBER	1.00	Director	$0	$0	$0
7 ANN TEAFF	BOARD MEMBER	1.00	Director	$0	$0	$0
8 JESSICA WILSON	VP OF OPERATIONS	40.00	Key Emp	$147,107	$0	$147,107
9 MEREDITH MONK	EXECUTIVE DIRECTOR	40.00	Officer	$178,293	$0	$178,293
10ELIZABETH KOMHEIER	VP OF STRATEGY	40.00	Key Emp	$47,219	$0	$47,219
11MELISSA FAST	SR. SCHOOL SUCCESS PROGRAM MANAGER	40.00	Highest	$101,019	$0	$101,019

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	$1,125,888	$1,194,539	$268,355	$-68,651
2024	$1,474,544	$1,455,896	$334,215	$18,648
2023	$1,404,204	$1,278,241	$323,245	$125,963
2022	$1,379,295	$1,260,021	$206,249	$119,274
2021	$1,161,083	$1,643,029	$98,701	$-481,946
2020	$1,309,858	$1,584,124	$573,365	$-274,266
2019	$1,243,224	$1,297,711	$827,427	$-54,487