POTOMAC & CHESAPEAKE ASSOC FOR COLLEGE ADMISSIONS COUNSELING INC (EIN 541924911) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

ANN MARIE STRAUSS

Phone

7037496382

Tax Period

2021-10-01 to 2022-09-30

POTOMAC & CHESAPEAKE ASSOC FOR COLLEGE ADMISSIONS COUNSELING INC, founded in 1966, is a small nonprofit that reported $241K in total revenue in fiscal year 2018. Revenue surged 551% from the prior year, signaling strong growth momentum. Expenses of $232K left a modest 4% surplus.

Mission

SUPPORT AND ADVANCE COLLEGE ADMISSION PROFESSIONALS AS THEY GUIDE THEIR INSTITUTIONS, STUDENTS, AND FAMILIES IN AN ETHICAL MANNER.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $48,765

Program Service Revenue $129,659

Investment Income $-39,091

Other Revenue $15,521

TOTAL REVENUE $154,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,845

Fundraising Expenses $0

Program Expenses $100,067

Other Expenses $106,917

TOTAL EXPENSES $112,762

Year-over-Year Comparison

	2021	2020	Change
Revenue	$154,854	$100,150	+0.5%
Expenses	$112,762	$61,415	+0.8%
Net Income	$42,092	$38,735	+0.1%

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

N/A

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
ROSEMARY MARTIN EDWARDS	PRESIDENT EL	N/A	Officer Director	$0	$0	$0
MELISA HYPOLITE	EXECUTIVE VP	N/A	Officer Director	$0	$0	$0
JAMES B MASSEY JR	PAST-PRESIDE	N/A	Officer Director	$0	$0	$0
ANN MARIE STRAUSS	PRESIDENT	N/A	Officer Director	$0	$0	$0
LIBBY WEITH	FINANCE VP	N/A	Officer 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
2022	$154,854	$112,762	$406,750	$42,092
2022	$34,307	$13,217	$427,840	$21,090
2021	$100,150	$61,415	$364,659	$38,735
2020	$159,524	$156,318	$325,924	$3,206
2019	$240,678	$231,931	$313,134	$8,747

POTOMAC & CHESAPEAKE ASSOC FOR COLLEGE ADMISSIONS COUNSELING INC