Pollyanna Inc (EIN 473588638) - 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

Casper Caldarola

Phone

2127374475

Tax Period

2023-01-01 to 2023-12-31

Pollyanna Inc, founded in 2015, is a small nonprofit in the Education sector that reported $595K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 17% operating margin.

Mission

Pollyanna Advances Systemic Change By Developing Stronger Communities. Our Strategy: Pollyanna Works With Academic And Other Institutions To Achieve Their Diversity, Equity And Inclusion Goals. Through Its Unique Conference Models, Discussion Platforms, And Racial Literacy Curricula, Pollyanna Increases Cultural Competence.

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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 (2023)

Revenue Breakdown

Contributions & Grants $207,884

Program Service Revenue $377,184

Investment Income $135

Other Revenue $9,995

TOTAL REVENUE $595,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,193

Fundraising Expenses $41,311

Program Expenses $228,736

Other Expenses $347,855

TOTAL EXPENSES $493,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$595,198	$429,773	+0.4%
Expenses	$493,048	$456,022	+0.1%
Net Income	$102,150	$-26,249	-4.9%

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

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

$80,004

Total Directors

$80,004

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casper Caldarola	Founder	40.00	Officer Director	$62,402	$17,602	$80,004
Jim Wilson	Chair	2.00	Officer Director	$0	$0	$0
Mia Burton	Director	2.00	Director	$0	$0	$0
Rena Andoh	Co-Chair	2.00	Officer Director	$0	$0	$0
Paquita Davis Friday	Treasurer	2.00	Officer Director	$0	$0	$0
Deepti Mittal	Director	2.00	Director	$0	$0	$0
Erica Pettis	Co-Chair	2.00	Officer Director	$0	$0	$0
Tal Recanati	Director	2.00	Director	$0	$0	$0
Marjorie Van Dercook	Secretary	2.00	Officer Director	$0	$0	$0
Alexis Wright	Director	2.00	Director	$0	$0	$0
Addeson Lehv	Director	2.00	Director	$0	$0	$0
Rebecca Gamzon	Director	2.00	Director	$0	$0	$0
Destynee Johnson	Junior Trustee	2.00	Director	$0	$0	$0
Andrea DuBois	Director	2.00	Director	$0	$0	$0
Josie Hoeber	Junior Trustee	2.00	Director	$0	$0	$0
Liz Storch	Director	2.00	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	No data	No data	No data	No data
2023	$595,198	$493,048	$281,536	$102,150
2022	$429,773	$456,022	$116,588	$-26,249
2021	$866,875	$1,174,601	$201,523	$-307,726
2020	$1,003,763	$761,581	$721,549	$242,182
2019	$414,131	$360,838	$170,324	$53,293
2018	$227,944	$129,858	$113,861	$98,086

Pollyanna Inc