BLUE ASH SISTER CITY INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

KELLY DENIO

Phone

5137458503

Tax Period

2024-01-01 to 2024-12-31

BLUE ASH SISTER CITY INC, founded in 2002, is a micro nonprofit in the Youth Development sector that reported $40K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 31% operating margin.

Mission

BLUE ASH SISTER CITY, INC. FOSTERS AND ENCOURAGES RELATIONSHIPS BETWEEN BLUE ASH, OHIO AND ILMENAU, GERMANY FOR CULTURAL AND EDUCATIONAL EXCHANGES.

Program Service Accomplishments

Program 1

Expenses: $25,749

THE ORGANIZATION IS INVOLVED IN A YEARLY EXCHANGE WITH THE CITY OF ILMENAU, GERMANY. THIS YEAR COMMUNITY LEADERS IN ILMENAU, GERMANY HOSTED VISITORS FROM BLUE ASH, OHIO. BUSINESS AND EDUCATIONAL...

THE ORGANIZATION IS INVOLVED IN A YEARLY EXCHANGE WITH THE CITY OF ILMENAU, GERMANY. THIS YEAR COMMUNITY LEADERS IN ILMENAU, GERMANY HOSTED VISITORS FROM BLUE ASH, OHIO. BUSINESS AND EDUCATIONAL LEADERS FROM THE TWO COMMUNITIES MET TO DISCUSS THE BENEFITS OF EXCHANGES AND BUSINESS RELATIONSHIPS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $30,000

Program Service Revenue $0

Investment Income $0

Other Revenue $10,156

TOTAL REVENUE $40,156

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,749

Other Expenses $27,687

TOTAL EXPENSES $27,687

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,156	$33,422	+0.2%
Expenses	$27,687	$33,969	-0.2%
Net Income	$12,469	$-547	-23.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
MARCALLENE SHOCKEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY DENIO	TREASURER	1.00	Officer Director	$0	$0	$0
JULIE KIPPER	SECRETARY	1.00	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
2025	No data	No data	No data	No data
2024	$40,156	$27,687	$30,438	$12,469
2023	$33,422	$33,969	$17,969	$-547
2022	$33,890	$32,327	$18,516	$1,563
2021	$10,150	$1,908	$16,953	$8,242
2020	$750	$1,908	$8,711	$-1,158