JOSIAH QUINCY SCHOOL ASSOCIATION (EIN 010689523) - 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

Formation Year

2002

Legal Domicile

Phone

6176358497

Tax Period

2024-07-01 to 2025-06-30

JOSIAH QUINCY SCHOOL ASSOCIATION, founded in 2002, is a small nonprofit in the Education sector that reported $311K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 22% operating margin.

Mission

Promoting the health and wellness of Josiah Quincy Elementary students through services and care.

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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 $300,304

Program Service Revenue $0

Investment Income $10,959

Other Revenue $0

TOTAL REVENUE $311,263

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $46,678

Program Expenses $195,697

Other Expenses $242,539

TOTAL EXPENSES $242,539

Year-over-Year Comparison

	2024	2023	Change
Revenue	$311,263	$247,780	+0.3%
Expenses	$242,539	$109,515	+1.2%
Net Income	$68,724	$138,265	-0.5%

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
Harry Seeto	PRESIDENT	2.00	Officer	$0	$0	$0
Kathryn Yee	Vice President	2.00	Officer	$0	$0	$0
Monika Kopacz	Co Treasurer	2.00	Officer	$0	$0	$0
Mary Havern	Co Chair	2.00	Officer	$0	$0	$0
Margarita Ginsberg	Secretary	2.00	Officer	$0	$0	$0
Leanne Scott	Legal advisor	2.00	Officer	$0	$0	$0
Dane Rasmussen	Fundraising Co Chair	2.00	Officer	$0	$0	$0
Abbey Boudouvas	Community Liason	2.00	Officer	$0	$0	$0
Mark Sacco	School and Faculty Liason	2.00	Officer	$0	$0	$0
Joseph Hsiao	Co Treasurer	2.00	Officer	$0	$0	$0
Brian Clark	Donor Engagement	2.00	Officer	$0	$0	$0
Megan Whitmore	General Member	2.00	Officer	$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	$311,263	$242,539	$646,820	$68,724
2024	$247,780	$109,515	$578,096	$138,265
2019	$201,329	$87,924	$274,238	$113,405

JOSIAH QUINCY SCHOOL ASSOCIATION