POCKETS FULL OF SUNSHINE (EIN 471283875) - 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

2015

Legal Domicile

Principal Officer

RJ BARTHOLOMEW

Phone

4237602103

Tax Period

2024-01-01 to 2024-12-31

POCKETS FULL OF SUNSHINE, founded in 2015, is a small nonprofit in the Employment sector that reported $540K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $209K, a strong 39% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO MAKE THE LOWOUNTRY A SUNNIER PLACE FOR ADULTS WITH DISABILITIES.

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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 $325,722

Program Service Revenue $36,320

Investment Income $0

Other Revenue $177,946

TOTAL REVENUE $539,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $188,711

Fundraising Expenses $17,483

Program Expenses $238,937

Other Expenses $142,298

TOTAL EXPENSES $331,009

Year-over-Year Comparison

	2024	2023	Change
Revenue	$539,988	$417,059	+0.3%
Expenses	$331,009	$279,623	+0.2%
Net Income	$208,979	$137,436	+0.5%

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

$71,228

Total Directors

$71,228

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RJ BARTHOLOMEW	BOARD MEMBER	40.00	Officer Director	$57,600	$0	$57,600
LAUREN RIVERS	BOARD MEMBER	30.00	Officer Director	$13,628	$0	$13,628
CAROL BARTHOLOMEW	BOARD MEMBER	40.00	Officer Director	$0	$0	$0
JEFF FOTIA	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN MCEVOY	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH PERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN TRIMBLE	BOARD MEMBER	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	$539,988	$331,009	$1,019,557	$208,979
2023	$417,059	$279,623	$810,578	$137,436
2022	$370,577	$218,906	$673,142	$151,671
2021	$237,286	$121,605	$521,471	$115,681
2020	$184,554	$66,405	$405,790	$118,149

POCKETS FULL OF SUNSHINE