The Pencil Box 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

Principal Officer

Nancy Bolzle

Phone

9184422222

Tax Period

2025-01-01 to 2025-12-31

The Pencil Box Inc, founded in 2012, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2025. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 19% operating deficit.

Mission

To empower students and equalize the classroom by ensuring all eligible students and their teachers have access to the supplies they need for successful learning today and instill hope for tomorrow.

Program Service Accomplishments

Program 1

Expenses: $1,188,463

The organization provides school supplies throughout the year to disadvantaged students attending public schools in Tulsa County, grades pre-K through 12. It is a retail setting where teachers can...

The organization provides school supplies throughout the year to disadvantaged students attending public schools in Tulsa County, grades pre-K through 12. It is a retail setting where teachers can select supplies to distribute to their students, specific to the needs of the individual students and classroom activities. Schools eligible to participate are public schools in Tulsa County where 70% or more of the students live at or below the Federal Poverty Level. The organization depends solely on financial and in-kind donations from businesses, foundations, organizations and individuals to stock its shelves. Supplies not donated are purchased at reducedprices from partnering local and national retailers and manufacturers.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,091,973

Program Service Revenue $0

Investment Income $743

Other Revenue $9,789

TOTAL REVENUE $1,102,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $242,673

Fundraising Expenses $28,372

Program Expenses $1,188,463

Other Expenses $1,070,580

TOTAL EXPENSES $1,313,253

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,102,505	$699,348	+0.6%
Expenses	$1,313,253	$1,636,647	-0.2%
Net Income	$-210,748	$-937,299	-0.8%

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

532

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

$44,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nancy Bolzle	Executive Dir.	40.00	Officer	$44,231	$0	$44,231
Natalie Evans	Director	1.00	Director	$0	$0	$0
Travis Burmaster	President	1.00	Officer Director	$0	$0	$0
Heather Earl	Director	1.00	Director	$0	$0	$0
Katheryn Gobin	Director	1.00	Director	$0	$0	$0
Aaron Bolzle	Director	1.00	Director	$0	$0	$0
Molly Caseboldt	Director	0.00	Director	$0	$0	$0
Randall Duncan	Vice President	1.00	Officer Director	$0	$0	$0
Stephen Elias	Director	1.00	Director	$0	$0	$0
Katy Green	Director	1.00	Director	$0	$0	$0
Mckinzie Frihart	Director	1.00	Director	$0	$0	$0
Andy Gingerich	Director	1.00	Director	$0	$0	$0
Ebony Johnson	Director	1.00	Director	$0	$0	$0
Mary Frances Edmonds	Director	1.00	Director	$0	$0	$0
Kim Montgomery	Director	1.00	Director	$0	$0	$0
Megan Henderson	Director	1.00	Director	$0	$0	$0
Aaron Wing	Director	1.00	Director	$0	$0	$0
Stephanie Robason	Secretary	1.00	Officer Director	$0	$0	$0
Kegan Wilson	Treasurer	1.00	Officer Director	$0	$0	$0
Megan Senol	Director	1.00	Director	$0	$0	$0
Cayman Seagraves	Director	1.00	Director	$0	$0	$0
Todd Ward	Director	1.00	Director	$0	$0	$0
Stephen Wolff	Director	1.00	Director	$0	$0	$0
Brittanie Hall	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
2025	$1,102,505	$1,313,253	$4,187,426	$-210,748
2024	No data	No data	No data	No data
2023	$993,821	$997,779	$5,388,333	$-3,958
2022	$1,498,603	$519,729	$5,442,121	$978,874
2021	$4,826,837	$2,962,351	$4,507,396	$1,864,486
2020	$1,442,242	$440,453	$2,645,585	$1,001,789
2019	$1,172,122	$854,962	$1,512,675	$317,160
2018	$724,602	$447,942	$1,196,358	$276,660