BRIEN HOLDEN VISION INSTITUTE

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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

PAMELA CAPALDI

Phone

7202324262

Tax Period

2017-07-01 to 2018-06-30

BRIEN HOLDEN VISION INSTITUTE, founded in 2015, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2017. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 4% surplus.

Mission

OUR MISSION IS TO DEVELOP NEW SOLUTIONS FOR VISION CARE AND ELIMINATE VISION IMPAIRMENT AND AVOIDABLE BLINDNESS, THEREBY REDUCING POVERTY AND SUFFERING. BRIEN HOLDEN VISION INSTITUTE WILL ACCOMPLISH THIS GOAL BY PROVIDING FUNDS TO ORGANIZATIONS WHICH DIRECTLY ENGAGE IN THESE ACTIVITIES.

Program Service Accomplishments

Program 1

Expenses: $1,025,423

WE PROVIDED: EDUCATION AND VISION SERVICES TO UNDER SERVED POPULATIONS; GLASSES AND LOW VISION DEVICES TO BOTH ADULTS AND CHILDREN; PERSONNEL TRAINING IN REGIONS TO BETTER SERVE THE NEEDS OF PEOPLE WITH VISION IMPAIRMENT; AND HELD EDUCATION MEETINGS TO EDUCATE AND BRING AWARNESS TO THE RISK OF MYOPIA IN CHILDREN'S VISION.

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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 (2017)

Revenue Breakdown

Contributions & Grants $1,075,565

Program Service Revenue $0

Investment Income $12

Other Revenue $12

TOTAL REVENUE $1,075,589

Expense Breakdown

Grants Paid $1,025,105

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,025,423

Other Expenses $5,560

TOTAL EXPENSES $1,030,665

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,075,589	$744,022	+0.4%
Expenses	$1,030,665	$671,793	+0.5%
Net Income	$44,924	$72,229	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA CAPALDI	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
YVETTE WADDELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
DANIEL HOLDEN	DIRECTOR	2.00	Director	$0	$0	$0
LINDA PUCKERIDGE	VICE SECRETA	2.00	Officer	$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
2018	$1,075,589	$1,030,665	$117,153	$44,924