BREMERTON SCHOOLS AND ALUMNI FOUNDATION (EIN 680560974) - 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

2004

Legal Domicile

Principal Officer

JONEE DUBOS

Phone

3607821212

Tax Period

2024-01-01 to 2024-12-31

BREMERTON SCHOOLS AND ALUMNI FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $148K in total revenue in fiscal year 2024. Revenue surged 161% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 27% operating margin.

Mission

SUPPORT EDUCATION EXCELLENCE AND OPPORTUNITIES FOR THE STUDENTS AND EDUCATORS OF BREMERTON SCHOOL DISTRICT. GOALS INCLUDE AWARDING SCHOLARSHIPS TO STUDENTS FOR CONTINUING EDUCATION AND PROVIDING GRANTS TO TEACHERS TO SUPPLEMENT THEIR PROGRAMS AND MATERIALS.

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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 $103,538

Program Service Revenue $0

Investment Income $44,188

Other Revenue $249

TOTAL REVENUE $147,975

Expense Breakdown

Grants Paid $76,436

Salaries & Benefits $0

Fundraising Expenses $20,606

Program Expenses $76,436

Other Expenses $31,450

TOTAL EXPENSES $107,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,975	$56,794	+1.6%
Expenses	$107,886	$153,232	-0.3%
Net Income	$40,089	$-96,438	-1.4%

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
MELISSA ANDERSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
ART LOVESTEDT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JONEE DUBOS	TREASURER	2.00	Officer Director	$0	$0	$0
TARA KIRK SELL	SECRETARY	1.00	Officer Director	$0	$0	$0
JANE BAKER	TRUSTEE	1.00	Director	$0	$0	$0
TASHA MCWHORTER	TRUSTEE	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	$147,975	$107,886	$883,130	$40,089
2023	$56,794	$153,232	$801,782	$-96,438
2022	$279,443	$64,158	$826,103	$215,285
2021	$130,572	$41,543	$788,926	$89,029
2020	$86,178	$47,618	$662,277	$38,560
2019	$62,905	$55,429	$556,837	$7,476
2018	$62,790	$36,844	$481,755	$25,946

BREMERTON SCHOOLS AND ALUMNI FOUNDATION