POSITIVE ENERGY ARTS FOUNDATION (EIN 465215502) - Form 990 Financial Analysis & Trantor Score

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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

2014

Legal Domicile

Principal Officer

PAULA GILBERT

Phone

7173146065

Tax Period

2021-01-01 to 2021-12-31

POSITIVE ENERGY ARTS FOUNDATION, founded in 2014, is a small nonprofit in the Education sector that reported $219K in total revenue in fiscal year 2021. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 25% operating margin.

Mission

THE ADVANCEMENT AND REVITALIZATION OF ARTS AND DANCE-BASED EDUCATION PROGRAMS INTO UNDERPRIVILEGED COMMUNITIES.

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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 $211,650

Program Service Revenue $7,171

Investment Income $31

Other Revenue $0

TOTAL REVENUE $218,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,987

Fundraising Expenses $31,009

Program Expenses $89,215

Other Expenses $94,266

TOTAL EXPENSES $164,253

Year-over-Year Comparison

	2021	2020	Change
Revenue	$218,852	$162,048	+0.4%
Expenses	$164,253	$148,561	+0.1%
Net Income	$54,599	$13,487	+3.0%

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

$9,987

Total Directors

$65,112

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULA GILBERT	CHAIR	8.00	Officer Director	$0	$0	$0
ALZIRA KUNZ	TREASURER (BEG. 04/2021)	8.00	Officer Director	$5,112	$0	$5,112
RICHARD FRITZ	TREASURER (UNTIL 3/21)	8.00	Officer Director	$0	$0	$0
THOMAS FLAGG	DIRECTOR (BEG. 7/21)	5.00	Director	$60,000	$0	$60,000
ALMA D JIMENEZ	DIRECTOR	5.00	Director	$0	$0	$0
TOM KELLEY	DIRECTOR (BEG. 10/2021)	5.00	Director	$0	$0	$0
SARA KNUDSON	DIRECTOR	5.00	Director	$0	$0	$0
MONTEZ PARKER	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM SHIPLEY III	DIRECTOR	5.00	Director	$0	$0	$0
KIM ROSE	EXECUTIVE DIRECTOR (BEG. 12/21)	40.00	Officer	$4,875	$0	$4,875

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	$218,852	$164,253	$82,987	$54,599
2019	$181,828	$176,950	$14,901	$4,878
2018	$186,365	$205,988	$10,023	$-19,623

POSITIVE ENERGY ARTS FOUNDATION