ERDMAN FAMILY SCHOOL INC (EIN 042578358) - 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

1976

Legal Domicile

Principal Officer

PATRICIA DALY

Phone

7815459309

Tax Period

2024-07-01 to 2025-06-30

ERDMAN FAMILY SCHOOL INC, founded in 1976, is a small nonprofit in the Education sector that reported $424K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

PROVIDE PRESCHOOL AND CHILDCARE ACTIVITIES WITH QUALITY PRESCHOOL EDUCATION AND THE OPPORTUNITY FOR CONSTRUCTIVE GROUP PLAY AND EDUCATIONAL DEVELOPMENT.

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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 $34,410

Program Service Revenue $386,537

Investment Income $2,023

Other Revenue $866

TOTAL REVENUE $423,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $327,124

Fundraising Expenses $0

Program Expenses $330,499

Other Expenses $96,654

TOTAL EXPENSES $423,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$423,836	$498,433	-0.1%
Expenses	$423,778	$403,974	+0.0%
Net Income	$58	$94,459	-1.0%

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

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
DOTTIE BANKS	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
PEGGY BRENNAN	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE CREHAN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA DALY	PRESIDENT	2.00	Officer Director	$0	$0	$0
HEATHER DAVENPORT	DIRECTOR	1.00	Director	$0	$0	$0
ELLIE DEVINE	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
DEBBY DRAIN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER FRANKLIN	SCHOOL DIREC	1.00	Director	$0	$0	$0
SAMANTHA LESNIAK	DIRECTOR	1.00	Director	$0	$0	$0
JULIE LONG	DIRECTOR	1.00	Director	$0	$0	$0
RUTH MARSHMAN	DIRECTOR	1.00	Director	$0	$0	$0
CINDIA NORTON	DIRECTOR	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
2025	$423,836	$423,778	$608,175	$58
2024	No data	No data	No data	No data
2023	$518,352	$407,151	$463,634	$111,201
2022	$561,114	$421,395	$327,584	$139,719
2021	$326,105	$322,425	$243,874	$3,680
2020	$311,537	$315,270	$193,933	$-3,733
2019	$322,334	$320,343	$245,455	$1,991
2018	$295,153	$295,456	$241,801	$-303
2018	$305,552	$294,943	$217,173	$10,609

ERDMAN FAMILY SCHOOL INC