KL Carver Enrichment Fund

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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

1985

Legal Domicile

Phone

6262997080

Tax Period

2022-08-01 to 2023-07-31

KL Carver Enrichment Fund, founded in 1985, is a micro nonprofit that reported $13K in total revenue in fiscal year 2022. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 93% operating margin.

Mission

To provide additional funding to upgrade school facilities at K.L. Carver Elementary School.

Program Service Accomplishments

Program 1

Expenses: $348 Revenue: $201,692

Selling scrip sales to support District computer lab program and other programs at K.L. Carver Elementary School. Total Volunteer hours were between 500 hours.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,600

Program Service Revenue $0

Investment Income $8

Other Revenue $10,904

TOTAL REVENUE $12,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $348

Other Expenses $823

TOTAL EXPENSES $823

Year-over-Year Comparison

	2022	2021	Change
Revenue	$12,512	$20,810	-0.4%
Expenses	$823	$1,235	-0.3%
Net Income	$11,689	$19,575	-0.4%

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

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
Tiffany Lu	Co-President	2.00	Officer Director	$0	$0	$0
Helen Nguyen	Co-President	2.00	Officer Director	$0	$0	$0
Esther Yao	Vice President	2.00	Officer Director	$0	$0	$0
Michelle Tang	Secretary	2.00	Officer Director	$0	$0	$0
Jeannette Hao	Treasurer	2.00	Officer Director	$0	$0	$0
Belinda Hwang	VP Sales	2.00	Officer Director	$0	$0	$0
Linda Lin	VP of Sales	2.00	Director	$0	$0	$0
Susan Chang	VP Sales	2.00	Director	$0	$0	$0
Teri Woo	Volunteer Coor	2.00	Director	$0	$0	$0
Berry Chan	Volunteer Cood	2.00	Director	$0	$0	$0
Fan Zhang	VP Recon	2.00	Director	$0	$0	$0
Parul Rastogi	VP Fundraising	2.00	Director	$0	$0	$0
Annie Tang	VP Sales	2.00	Director	$0	$0	$0
Jenny Gong	VP Recon	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
2023	$12,512	$823	$192,445	$11,689
2022	$20,810	$1,235	$172,080	$19,575
2020	$17,479	$19,820	$156,802	$-2,341
2019	$24,260	$26,476	$156,686	$-2,216