Pop-Up Birthday Foundation (EIN 475078088) - 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

Kathi Haralson

Phone

5128481938

Tax Period

2023-01-01 to 2023-12-31

Pop-Up Birthday Foundation, founded in 2015, is a small nonprofit in the Human Services sector that reported $367K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $94K, a strong 26% operating margin.

Mission

Our mission is to provide joy, hope and normalcy to children in foster care through a personalized birthday experience.

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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 $367,410

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $367,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,024

Fundraising Expenses $9,773

Program Expenses $224,938

Other Expenses $173,262

TOTAL EXPENSES $273,286

Year-over-Year Comparison

	2023	2022	Change
Revenue	$367,410	$387,115	-0.1%
Expenses	$273,286	$221,737	+0.2%
Net Income	$94,124	$165,378	-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

Volunteers

173

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

$65,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathi Haralson	Exec Director	40.00	Officer	$65,000	$0	$65,000
Kelly Marwill	President	1.00	Officer Director	$0	$0	$0
Suzanne Brown	Past President	1.00	Officer Director	$0	$0	$0
Teri Andresen	Secretary	1.00	Officer Director	$0	$0	$0
Kat Courson	Treasurer	1.00	Officer Director	$0	$0	$0
Karlie Ramirez	President-Elect	1.00	Officer Director	$0	$0	$0
Shannon Brooks	Director	1.00	Director	$0	$0	$0
Alison Davidson	Director	1.00	Director	$0	$0	$0
Bianca Garcia	Director	1.00	Director	$0	$0	$0
Rami Legha	Director	1.00	Director	$0	$0	$0
Caroline Moon	Director	1.00	Director	$0	$0	$0
Mari Robinson	Director	1.00	Director	$0	$0	$0
Drew Thurman	Director	1.00	Director	$0	$0	$0
Keri Walling	Director	1.00	Director	$0	$0	$0
Roy Wung	Director	1.00	Director	$0	$0	$0
Laila Scott	Ex-Officio	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	No data	No data	No data	No data
2023	$367,410	$273,286	$532,048	$94,124
2022	$387,115	$221,737	$437,924	$165,378
2021	$222,263	$200,711	$272,621	$21,552
2019	$211,672	$158,137	$231,233	$53,535
2018	$215,410	$130,963	$177,698	$84,447

Pop-Up Birthday Foundation