Bluegrass United Homeschool Cooperative (EIN 920335354) - 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

Legal Domicile

Principal Officer

Elizabeth Lin

Phone

8592990707

Tax Period

2025-01-01 to 2025-12-31

Bluegrass United Homeschool Cooperative is a small nonprofit in the Education sector that reported $218K in total revenue in fiscal year 2025. Expenses of $194K left a modest 11% surplus.

Mission

Bluegrass United Homeschool Cooperative is a private, board-run membership only homeschool group that offers academic and extracurricular activities for students of all ages. While co-op is not a replacement for the parent as the teacher at home, we do offer classes that enhance or supplement what is being studied at home. Each semester, we offer an array of fun and educational classes utilizing parents' God-given passions, talents and abilities.

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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 (2025)

Revenue Breakdown

Contributions & Grants $27,243

Program Service Revenue $191,129

Investment Income $0

Other Revenue $0

TOTAL REVENUE $218,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $187,808

Other Expenses $193,609

TOTAL EXPENSES $193,609

Year-over-Year Comparison

	2025	2024	Change
Revenue	$218,372	N/A	N/A
Expenses	$193,609	N/A	N/A
Net Income	$24,763	N/A	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

N/A

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	Role	Reportable Comp	Other Comp	Total
Jennifer Newell	President	Director	$0	$0	$0
Kevin Newell	Vice President	Director	$0	$0	$0
Elizabeth Lin	Treasurer	Director	$0	$0	$0
Winston Lin	Secretary	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	$218,372	$193,609	$72,384	$24,763

Bluegrass United Homeschool Cooperative