BLUE HILLS EDUCATIONAL FUND

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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

Phone

4087415752

Tax Period

2024-07-01 to 2025-06-30

BLUE HILLS EDUCATIONAL FUND, founded in 1998, is a small nonprofit in the Education sector that reported $148K in total revenue in fiscal year 2024. Expenses of $129K left a modest 13% surplus.

Mission

BHEF IS A PARENT-RUN VOLUNTEER ORGANIZATION RAISING FUNDS AND SUPPORTING PROGAMS AT BLUE HILLS ELEMENTARY SCHOOL INCLUDING BUT NOT LIMITED TO:-GRANTS TO TEACHERS AND ADMINISTRATORS-EDUCATIONAL MATERIALS-STUDENT PROGRAMS (E.G. MUSIC, SCIENCE ENRICHMENT, COMPUTER LABS, LIBRARY AIDES, AFTER SCHOOL, ETC.)-CAMPUS IMPROVEMENT PROJECTS

Program Service Accomplishments

Program 1

Expenses: $98,564

FUNDING FOR STAFF SALARIES - INSTRUCTIONAL AIDES, TUTORS, ETC.

Program 2

Expenses: $28,940

FUNDING FOR VARIOUS ONGOING PROGRAMS INCLUDING IMAGINEERZ, LEGARZA, SOUL SHOPPE, STEAM EVENTS, VIRTUAL FIELD TRIPS, AND AFTER SCHOOL PROGRAMS.

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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 $114,381

Program Service Revenue $0

Investment Income $17,621

Other Revenue $16,075

TOTAL REVENUE $148,077

Expense Breakdown

Grants Paid $127,504

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,504

Other Expenses $1,858

TOTAL EXPENSES $129,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,077	$143,077	+0.0%
Expenses	$129,362	$77,016	+0.7%
Net Income	$18,715	$66,061	-0.7%

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

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
BIPASHA DAS RUDRA	PARLIAMENTARIAN	2.00	Director	$0	$0	$0
JAMI SHAMS	DINE-OUT	2.00	Director	$0	$0	$0
HYUN DASDAN	PTA LIASON	2.00	Director	$0	$0	$0
PATRICIA TAM	PROMOTION CHAIR	2.00	Director	$0	$0	$0
ANN MITCHELL	PRINCIPAL	2.00	Director	$0	$0	$0
THAO JACKSON	TEACHER REP	2.00	Director	$0	$0	$0
VIBHA SHARMA	PRESIDENT	10.00	Officer	$0	$0	$0
KEVIN ENG	TREASURER	2.00	Officer	$0	$0	$0
DANIELA MANZO	SECRETARY	3.00	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
2025	$148,077	$129,362	$602,617	$18,715
2024	$143,077	$77,016	$586,584	$66,061