BLUEBIRDS AND BLOOMS INC

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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

2018

Legal Domicile

Principal Officer

SALLY KELLOGG

Phone

6125582021

Tax Period

2024-07-01 to 2025-06-30

BLUEBIRDS AND BLOOMS INC, founded in 2018, is a small nonprofit in the Health Care sector that reported $360K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 21% operating margin.

Mission

TO SHARE MOMENTS OF JOY WITH THOSE LIVING IN MEMORY CARE, HOSPICE OR OTHER CARE COMMUNITIES THROUGH THE GIFT OF RECYCLED FLOWERS.

Program Service Accomplishments

Program 1

Expenses: $195,102

BLUEBIRDS AND BLOOMS DELIVERS RECYCLED FLOWERS TO THOSE STRUGGLING WITH MEMORY LOSS OR LONG-TERM ILLNESS.

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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 $184,836

Program Service Revenue $0

Investment Income $15,067

Other Revenue $160,264

TOTAL REVENUE $360,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $211,758

Fundraising Expenses $41,769

Program Expenses $195,102

Other Expenses $73,153

TOTAL EXPENSES $284,911

Year-over-Year Comparison

	2024	2023	Change
Revenue	$360,167	$282,121	+0.3%
Expenses	$284,911	$205,821	+0.4%
Net Income	$75,256	$76,300	0.0%

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

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
NANCY BREMER	BOARD MEMBER	2.00	Director	$0	$0	$0
SUE STEINHAGEN	BOARD MEMBER	2.00	Director	$0	$0	$0
LIZ FARRELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
HEIDI CHISTENSEN	SECRETARY	2.00	Officer Director	$0	$0	$0
DEB BRYAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARON GIFFORD	BOARD MEMBER	2.00	Director	$0	$0	$0
NICOLE OFTELIE	TREASURER	2.00	Officer Director	$0	$0	$0
SALLY KELLOGG	CHAIR	10.00	Officer Director	$0	$0	$0
CHRISTIE SKOGMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
MAREN SUNDBY	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE KARLSON	BOARD MEMBER	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
2025	$360,167	$284,911	$364,362	$75,256
2024	$282,121	$205,821	$289,106	$76,300
2023	$208,709	$146,790	$212,806	$61,919
2022	$215,777	$119,587	$150,887	$96,190