CARLTON HOME AND SCHOOL CLUB

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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

1998

Legal Domicile

Principal Officer

KELLI GHANATI

Phone

4083561141

Tax Period

2024-07-01 to 2025-06-30

CARLTON HOME AND SCHOOL CLUB, founded in 1998, is a small nonprofit in the Education sector that reported $240K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

CARLTON HOME AND SCHOOL CLUB (HSC) PROVIDES SUPPORT TO THE SCHOOL BY FUNDING A VARIETY OF ENRICHMENT PROGRAMS AS WELL AS VOLUNTEERING TIME TO MAKE SCHOOL A PLACE WHERE KIDS CAN LEARN, FEEL SAFE, AND HAVE FUN. MEETINGS ARE HELD EACH MONTH.

Program Service Accomplishments

Program 1

Expenses: $230,702

THE HOME AND SCHOOL CLUB CONTINUES TO SUPPORT THE SCHOOL'S TEACHERS AND ENHANCE THE EDUCATIONAL EXPERIENCE OF ITS STUDENTS. AMONG ITS MANY ACCOMPLISHMENTS, THE ORGANIZATION WAS ABLE TO HELP FUND...

THE HOME AND SCHOOL CLUB CONTINUES TO SUPPORT THE SCHOOL'S TEACHERS AND ENHANCE THE EDUCATIONAL EXPERIENCE OF ITS STUDENTS. AMONG ITS MANY ACCOMPLISHMENTS, THE ORGANIZATION WAS ABLE TO HELP FUND SCIENCE CAMP FOR ALL 5TH GRADE STUDENTS, FUND FIELD TRIPS FOR ALL STUDENTS AT ALL GRADE LEVELS, PROVIDE SUPPLEMENTAL SCHOOL SUPPLIES FOR THE SCHOOL'S TEACHERS, AND OFFER SEVERAL ENRICHMENT PROGRAMS THE KIDS ENJOY (MUSIC INSTRUCTION PROGRAM, ART VISTAS, CLAY PROGRAM, INSTRUCTOR LED PE PROGRAMS, RUNNING CLUB, AND GARDENING CLUB TO NAME A FEW).

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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 $259,507

Program Service Revenue $0

Investment Income $1,947

Other Revenue $-21,788

TOTAL REVENUE $239,666

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $230,702

Other Expenses $226,620

TOTAL EXPENSES $236,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,666	$207,096	+0.2%
Expenses	$236,620	$175,205	+0.4%
Net Income	$3,046	$31,891	-0.9%

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
EMILY TAM	PRESIDENT	2.00	Officer Director	$0	$0	$0
KELLI GHANATI	CO-VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARISSA PALACIOS	CO-VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE GICHUKI NDIRITU	TREASURER	1.00	Officer Director	$0	$0	$0
ANTHONY PAGTAMA	TREASURER	1.00	Officer Director	$0	$0	$0
ALISON HOLEYMAN	COMMUNITY CO-CHAIR	1.00	Director	$0	$0	$0
DHARA VASHI	PROGRAMS CO-CHAIR	1.00	Director	$0	$0	$0
KELLY WEST	SECRETARY	1.00	Officer Director	$0	$0	$0
JANELLE CARMASSI	COMMUNITY CO-CHAIR	1.00	Director	$0	$0	$0
KERRY WILLIAMS	FUNDRAISING CHAIR	1.00	Director	$0	$0	$0
BETH WENDLAND	PROGRAMS CO-CHAIR	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
2025	$239,666	$236,620	$153,701	$3,046
2024	$207,096	$175,205	$150,655	$31,891
2023	$208,445	$222,161	$119,138	$-13,716
2022	$132,607	$126,551	$132,854	$6,056
2021	$26,544	$77,706	$126,798	$-51,162
2020	$207,469	$155,584	$177,972	$51,885
2019	$218,648	$163,186	$126,075	$55,462