BLUE HILLS EDUCATIONAL FUND (EIN 770496116) - 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

1998

Legal Domicile

Phone

4087415752

Tax Period

2023-07-01 to 2024-06-30

BLUE HILLS EDUCATIONAL FUND, founded in 1998, is a small nonprofit in the Education sector that reported $143K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 46% operating margin.

Mission

BHEF IS A PARENT-RUN VOLUNTEER ORGANIZATION, DEDICATED TO RAISING MONEY TO FUND INSTRUCTIONAL AIDES, MUSIC PROGRAMS, SCIENCE ENRICHMENT PROGRAMS,COMPUTER LABS, LIBRARY AIDES, AND OTHER PROGRAMS TO SUPPLEMENT STUDENT'S EDUCATIONAL EXPERIENCES AT BLUE HILLS ELEMENTARY 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 (2023)

Revenue Breakdown

Contributions & Grants $113,836

Program Service Revenue $0

Investment Income $20,805

Other Revenue $8,436

TOTAL REVENUE $143,077

Expense Breakdown

Grants Paid $74,127

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,127

Other Expenses $2,889

TOTAL EXPENSES $77,016

Year-over-Year Comparison

	2023	2022	Change
Revenue	$143,077	$118,766	+0.2%
Expenses	$77,016	$70,199	+0.1%
Net Income	$66,061	$48,567	+0.4%

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
VIBHA SHARMA	President	5.00	Officer Director	$0	$0	$0
KEVIN ENG	Treasurer	5.00	Officer Director	$0	$0	$0
DANIELA MANZO	Secretary	3.00	Officer Director	$0	$0	$0
BIPASHA DAS RUDRA	Parliamentarian	2.00	Director	$0	$0	$0
JAMI SHAMKSON	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	PRINICPAL	2.00	Director	$0	$0	$0
TAO JACSON	TEACHER REP	2.00	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	$143,077	$77,016	$586,584	$66,061

BLUE HILLS EDUCATIONAL FUND