SARAH BELLUMS BAKERY & WORKSHOP

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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

2017

Legal Domicile

Principal Officer

Mark Palardy

Phone

9712492870

Tax Period

2023-01-01 to 2023-12-31

SARAH BELLUMS BAKERY & WORKSHOP, founded in 2017, is a small nonprofit in the Human Services sector that reported $404K in total revenue in fiscal year 2023. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $179K, a strong 44% operating margin.

Mission

Provide return-to-work opportunities and job training for adults with acquired brain injury, with a support crew of volunteers, and a few paid positions. The bakery also provides practical experience for student from local universities to work with our bakers under supervision

Program Service Accomplishments

Program 1

Expenses: $225,500 Revenue: $96,161

The bakery is currently the only program at SBBW. During 2023, we had 29 adult participants with acquired brain injury. 40 volunteers supported the team, and 14 students learned alongside the bakers. We logged 5,647 volunteer hours. 8 adults with brain injury graduated from the program and either moved to permanent employment or returned to 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 $308,262

Program Service Revenue $0

Investment Income $0

Other Revenue $96,161

TOTAL REVENUE $404,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,390

Fundraising Expenses $0

Program Expenses $225,500

Other Expenses $80,110

TOTAL EXPENSES $225,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$404,423	$210,837	+0.9%
Expenses	$225,500	$218,820	+0.0%
Net Income	$178,923	$-7,983	-23.4%

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

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
Richard Lemoncello PHD CCC SLP	President	20	Officer	$0	$0	$0
Mark Palardy CPA	Treasurer	3	Officer	$0	$0	$0
Michelle Kinsella	Secretary	2	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
2024	No data	No data	No data	No data
2023	$404,423	$225,500	$272,391	$178,923
2022	$210,837	$218,819	$144,773	$-7,982
2021	$187,879	$131,813	$152,839	$56,066