Broadmoor United Methodist Kindergarten (EIN 726012132) - 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

1973

Legal Domicile

Principal Officer

Cheri Coats

Phone

2259265243

Tax Period

2023-09-01 to 2024-08-31

Broadmoor United Methodist Kindergarten, founded in 1973, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 18% operating deficit.

Mission

To provide quality early childhod education to the community.

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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 $0

Program Service Revenue $1,081,572

Investment Income $33,166

Other Revenue $0

TOTAL REVENUE $1,114,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $913,051

Fundraising Expenses $0

Program Expenses $1,316,953

Other Expenses $403,902

TOTAL EXPENSES $1,316,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,114,738	$1,275,660	-0.1%
Expenses	$1,316,953	$1,478,163	-0.1%
Net Income	$-202,215	$-202,503	0.0%

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

N/A

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

$51,312

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cheri Coats	Director	040.00	Director	$51,312	$0	$51,312
Don Fitzgerald	Board	N/A	Officer	$0	$0	$0
Sharon Lanius	Board	N/A	Officer	$0	$0	$0
Donnie Wilkinson	Board	N/A	Officer	$0	$0	$0
Angelina Shadoin	Board	N/A	Officer	$0	$0	$0
Shelley Harrison	Board	N/A	Officer	$0	$0	$0
Katie Blunschi	Board	N/A	Officer Key Emp	$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	$1,114,738	$1,316,953	$1,018,306	$-202,215
2023	$1,275,660	$1,478,163	$1,208,072	$-202,503
2022	$2,085,954	$1,118,270	$1,408,512	$967,684
2020	$721,032	$856,011	$278,593	$-134,979
2018	$938,837	$963,582	$254,702	$-24,745

Broadmoor United Methodist Kindergarten