BRET HARTE EDUCATIONAL ASSOCIATION (EIN 770342966) - 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

1993

Legal Domicile

Principal Officer

Shallu Balla

Phone

4085356270

Tax Period

2022-08-01 to 2023-07-31

BRET HARTE EDUCATIONAL ASSOCIATION, founded in 1993, is a small nonprofit in the Education sector that reported $164K in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $436K represent 32 months of operating reserves.

Mission

TO PROVIDE SUPPORT FOR CLUBS, CLASSROOM EDUCATIONAL MATERIALS AND SUPPLIES, AND EXTRACURRICULAR OPPORTUNITIES FOR STUDENTS, TEACHERS AND ADMINISTRATORS OF THE BRET HARTE MIDDLE SCHOOL

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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 (2022)

Revenue Breakdown

Contributions & Grants $75,942

Program Service Revenue $59,479

Investment Income $91

Other Revenue $28,614

TOTAL REVENUE $164,126

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $170,871

TOTAL EXPENSES $170,871

Year-over-Year Comparison

	2022	2021	Change
Revenue	$164,126	$141,524	+0.2%
Expenses	$170,871	$96,165	+0.8%
Net Income	$-6,745	$45,359	-1.1%

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
ERIKA MURPHY	PRESIDENT BHBC	10.00	Officer	$0	$0	$0
JEN MCLAUGHLIN	VICE PRESIDENT BHBC	10.00	Officer	$0	$0	$0
BRIAN NAGATANI	TREASURER BHBC	10.00	Officer	$0	$0	$0
SARAH HAMILTON	SECRETARY BHBC	10.00	Officer	$0	$0	$0
SHALLU BALLA	PRESIDENT BHCC	10.00	Officer	$0	$0	$0
STEPHEN HULL	TREASURER BHCC	10.00	Officer	$0	$0	$0
KRISTIN OLEARY	SECRETARY BHCC	10.00	Officer	$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
2023	$164,126	$170,871	$436,081	$-6,745
2022	$141,524	$96,165	$442,825	$45,359
2021	$42,634	$31,723	$382,247	$10,911
2020	$170,665	$150,650	$355,990	$20,015
2019	$216,194	$223,408	$335,974	$-7,214

BRET HARTE EDUCATIONAL ASSOCIATION