WORKFORCE VENTURES

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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

2020

Legal Domicile

Principal Officer

CARLISLE KY LEWIS III

Phone

6198233026

Tax Period

2021-07-01 to 2022-06-30

Mission

TO ADVANCE WORKFORCE DEVELOPMENT IN PRIORITY OCCUPATIONS AND SECTORS BY CREATING AND PROVIDING OPPORTUNITIES TO LOW-INCOME OR UNDERREPRESENTED PERSONS INTERESTED IN GROWING CAREERS THAT PAY FAMILY SUSTAINING WAGES WITH FUNDING FOR EDUCATION, WRAP AROUND SERVICES, MENTORING, CAREER READINESS, AND JOB PLACEMENT SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $10,000

TO ADVANCE WORKFORCE DEVELOPMENT IN PRIORITY OCCUPATIONS AND SECTORS BY CREATING AND PROVIDING OPPORTUNITIES TO LOW-INCOME OR UNDERREPRESENTED PERSONS INTERESTED IN GROWING CAREERS THAT PAY FAMILY...

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $19,966

TOTAL EXPENSES $19,966

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$325,000	-1.0%
Expenses	$19,966	$155,575	-0.9%
Net Income	N/A	$169,425	N/A

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
CARLISLE KY' LEWIS III	CHAIR	1.50	Officer Director	$0	$0	$0
KRISTIN CARROL	SECRETARY	1.00	Officer Director	$0	$0	$0
ERICA BOURIS	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
HEI-OCK KIM	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KURLING ROBINSON	MEMBER AT LARGE	1.00	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
2022	No data	$19,966	$149,459	No data
2021	$325,000	$155,575	$169,425	$169,425