REACHOUT CRESTVIEW

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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

1999

Legal Domicile

Tax Period

2023-08-01 to 2024-07-31

REACHOUT CRESTVIEW, founded in 1999, is a small nonprofit in the Youth Development sector that reported $121K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 19% operating margin.

Mission

Organization exempt purpose: Reachout Crest View (ROCV) is chartered to raise funds to support academic enrichment, scholarship needs and capital improvements, provide activities and events to develop and strengthen the school community

Program Service Accomplishments

Program 1

Expenses: $96,048 Revenue: $118,621

Form 990-EZ, Part III, Line 28: Reachout Crestview(ROCV) serves the Crest View community of about 425 students and 325 families. It runs annual campaigns to solicit donations from our families and...

Form 990-EZ, Part III, Line 28: Reachout Crestview(ROCV) serves the Crest View community of about 425 students and 325 families. It runs annual campaigns to solicit donations from our families and local businesses, targeting $200-250 per student. These donations fund additional paraprofessional staff at the school, supplies and equipment for students and teachers, and programs to promote a vibrant and inclusive school community. The school has a diverse population, with a quarter of our students receiving free or reduced lunch. To promote equity among our families, ROCV provides field trip scholarships, pays for additional paraprofessional tutoring hours, funds a holiday gift program, and has a food pantry and runs a weekend food bag program for about 60 families. In addition to family support, ROCV supports Crest Views 60 staff members with appreciation events, volunteer coordination, and a grants program to pay for ad hoc classroom expenses.

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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 $121,684

Program Service Revenue $0

Investment Income $2,294

Other Revenue $-3,063

TOTAL REVENUE $120,915

Expense Breakdown

Grants Paid $74,393

Salaries & Benefits $0

Fundraising Expenses $307

Program Expenses $96,048

Other Expenses $23,897

TOTAL EXPENSES $98,290

Year-over-Year Comparison

	2023	2022	Change
Revenue	$120,915	$91,302	+0.3%
Expenses	$98,290	$122,527	-0.2%
Net Income	$22,625	$-31,225	-1.7%

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

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
Kyra Shields	Trustee	0.50	Director	$0	$0	$0
Lisa Goodson	Trustee	0.50	Director	$0	$0	$0
Justine Allison	Trustee	0.50	Director	$0	$0	$0
Kelly Herbert	Trustee	0.50	Director	$0	$0	$0
Rebecca Babcock	Trustee	0.50	Director	$0	$0	$0
Michelle Hessler	Trustee	0.50	Director	$0	$0	$0
Stephanie Spier	Trustee	0.50	Director	$0	$0	$0
Whitney DePalma	Trustee	0.50	Director	$0	$0	$0
Ishika Cotter	Trustee	0.50	Director	$0	$0	$0
Alicia Kittredge	Trustee	0.50	Director	$0	$0	$0
Carri Martin	Trustee	0.50	Director	$0	$0	$0
Julia Longnecker	Trustee	0.50	Director	$0	$0	$0
Jessica Soderberg	Trustee	0.50	Director	$0	$0	$0
Megan Heinzmann	Secretary and Trustee	0.50	Officer Director	$0	$0	$0
Dan Retzlaff	Treasurer and Trustee	4.00	Officer Director	$0	$0	$0
Jennifer Carey	Vice-Chair and Trustee	0.50	Officer Director	$0	$0	$0
Millie Marshall	Vice-Chair and Trustee	0.50	Officer Director	$0	$0	$0
Ellen Tate	Chair and Trustee	0.50	Officer 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	$120,915	$98,290	$68,458	$22,625