BOOKMARKS INC

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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

2004

Legal Domicile

Principal Officer

STEPHANIE FLORES DE VALGAZ

Phone

3367471471

Tax Period

2025-01-01 to 2025-06-30

BOOKMARKS INC, founded in 2004, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $1.1M left a modest 13% surplus.

Mission

BOOKMARK, INC. (BOOKMARKS) IS A LITERARY ARTS ORGANIZATION THAT FOSTERS A LOVE OF READING AND WRITING IN THE FORSYTH COUNTY COMMUNITY. BOOKMARKS CONNECTS READERS WITH AUTHORS AND BOOKS IN THE FOLLOWING WAYS: AN ANNUAL FESTIVAL OF BOOKS, AN AUTHORS IN SCHOOLS PROGRAM, AND YEAR-ROUND EVENTS IN THEIR NONPROFIT INDEPENDENT BOOKSTORE.

Program Service Accomplishments

Program 1

Expenses: $1,050,897 Revenue: $814,647

ORGANIZING AND PRESENTING A STREET-TYPE BOOK FESTIVAL INCLUDING READINGS BY AUTHORS, WORKSHOPS, BOOKS SIGNINGS, AND PROGRAMS FOR CHILDREN, ALL FREE TO THE PUBLIC. ORGANIZING AUTHOR VISITS TO SCHOOLS IN NORTH CAROLINA, PRIMARILY IN THE TRIAD AREA AND SURROUNDING COUNTIES. WORK WITH TEACHERS TO INCORPORATE AUTHORS AND THEIR BOOKS INTO THE CURRICULUM. THESE VISITS ARE AT NO COST TO SCHOOLS. ORGANIZE AUTHOR EVENTS FEATURING BESTSELLING AND AWARD-WINNING AUTHORS TO FURTHER CONNECT READERS WITH AUTHORS THROUGH EVENTS AND BOOK SALES. SOME FREE, SOME TICKETED FUNDRAISING EVENTS. IN ADDITION, THE ORGANIZATION OPERATES AN INDEPENDENT BOOKSTORE TO FURTHER PROMOTE READING AND SERVES AS A GATHERING PLACE FOR READERS TO CONNECT WITH OTHER READERS.

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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 $478,034

Program Service Revenue $794,035

Investment Income $13,016

Other Revenue $22,305

TOTAL REVENUE $1,307,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $450,799

Fundraising Expenses $48,065

Program Expenses $1,050,897

Other Expenses $686,007

TOTAL EXPENSES $1,136,806

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,307,390	$2,581,890	-0.5%
Expenses	$1,136,806	$2,848,608	-0.6%
Net Income	$170,584	$-266,718	-1.6%

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

185

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
KELLY EISENBRAUN	DIRECTOR	1.00	Director	$0	$0	$0
MARNI EISNER	DIRECTOR	1.00	Director	$0	$0	$0
DR LAURA GERALD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL GROSSWALD	DIRECTOR	1.00	Director	$0	$0	$0
MO MCRAE	DIRECTOR	1.00	Director	$0	$0	$0
KATE MCCURRY	DIRECTOR	1.00	Director	$0	$0	$0
APRIL RUFFIN-ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
KATHY SHIELDS	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE WALLIS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE FLORESS DE VALGAZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
CANDICE WOOTEN BROWN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARTHA CLAYTON LOGEMANN	TREASURER	1.00	Officer Director	$0	$0	$0
KATIE FOWLER	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDY DREYFUSS	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
JAMIE ROGERS-SOUTHERN	EXECUTIVE DI	40.00	Officer	$1	$0	$1

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
2025	$1,307,390	$1,136,806	$2,699,166	$170,584
2024	$2,581,890	$2,848,608	$2,500,995	$-266,718
2023	$2,769,858	$2,440,013	$2,724,136	$329,845
2022	$2,327,418	$2,086,787	$2,391,193	$240,631
2021	$1,767,191	$1,485,030	$1,439,469	$282,161
2020	$1,266,974	$1,110,833	$1,130,720	$156,141
2019	$1,390,294	$1,445,015	$859,618	$-54,721
2018	$1,254,606	$1,178,699	$909,692	$75,907