PLUMFIELD ACADEMY INC (EIN 043329140) - 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

2003

Legal Domicile

Principal Officer

JOHN S PENSION

Phone

9783040273

Tax Period

2024-07-01 to 2025-06-30

PLUMFIELD ACADEMY INC, founded in 2003, is a small nonprofit in the Education sector that reported $326K in total revenue in fiscal year 2024. Expenses of $363K exceeded revenue, resulting in a 11% operating deficit.

Mission

OUR MISSION IS TO SERVE FAMILIES WHO DESIRE TO GIVE THEIR CHILDREN (1ST TO 8TH GRADE) AN INSPIRING AND CONFIDENCE BUILDING EDUCATIONAL EXPERIENCE BASED ON THE PRINCIPLES OF THE ENGLISH EDUCATOR CHARLOTTE MASON AND ROOTED IN THE JUDEO-CHRISTIAN WORLD VIEW.

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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 $41,114

Program Service Revenue $280,370

Investment Income $4,526

Other Revenue $0

TOTAL REVENUE $326,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $300,842

Fundraising Expenses $0

Program Expenses $363,170

Other Expenses $62,328

TOTAL EXPENSES $363,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,010	$312,414	+0.0%
Expenses	$363,170	$343,065	+0.1%
Net Income	$-37,160	$-30,651	+0.2%

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

$117,222

Total Directors

$117,222

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NINA PENSION	CLERK	40.00	Officer Director	$43,556	$0	$43,556
STEPHEN DALTON	TRUSTEE	1.00	Director	$0	$0	$0
DENISE GLUCKERT	TRUSTEE	1.00	Director	$0	$0	$0
MARYBETH KATZOUNOS	TRUSTEE	1.00	Director	$0	$0	$0
JOHN KWIATEK	TRUSTEE	1.00	Director	$0	$0	$0
JOHN PENSION	PRESIDENT	40.00	Officer Director	$73,666	$0	$73,666
CHRISTINE DELOURY	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER GRIEBEL	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW MAHONEY	TRUSTEE	1.00	Director	$0	$0	$0
RUTH PENSION	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN J PENSION	TRUSTEE	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	$326,010	$363,170	$113,152	$-37,160
2024	$312,414	$343,065	$143,897	$-30,651
2023	$374,824	$358,051	$174,889	$16,773
2022	$263,979	$331,304	$31,757	$-67,325
2021	$431,449	$403,280	$104,890	$28,169
2020	$272,400	$252,341	$110,181	$20,059
2019	$268,907	$269,371	$54,570	$-464

PLUMFIELD ACADEMY INC