HOME AND SCHOOL ASSOCIATION OF PEN… - Form 990 Financial Data

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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

Tax Period

2023-07-01 to 2024-06-30

HOME AND SCHOOL ASSOCIATION OF PENN ALEXANDER SC, founded in 2003, is a small nonprofit in the Education sector that reported $270K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

PROVIDE SUPPORT FOR GROWTH, EDUCATION AND DEVELOPMENT OF OUR SCHOOL AND COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $99,728 Revenue: $112,869

SUPPORTING THE ARTS MUSIC AND MUSIC THEATRE PROGRAMS

Program 2

Expenses: $82,289 Revenue: $83,683

CLASSROOM SCHOOL SUPPLIES TEACHING MATERIALS TEACHER APPRECIATION AND PROFESSIONAL DEVELOPMENT

Program 3

Expenses: $61,779 Revenue: $92,770

EDUCATIONAL FIELD TRIPS

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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 (2023)

Revenue Breakdown

Contributions & Grants $92,770

Program Service Revenue $73,252

Investment Income $12,665

Other Revenue $91,449

TOTAL REVENUE $270,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $19,403

Program Expenses $243,796

Other Expenses $271,124

TOTAL EXPENSES $271,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$270,136	$234,103	+0.2%
Expenses	$271,124	$213,154	+0.3%
Net Income	$-988	$20,949	-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

N/A

Volunteers

100

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
HEATHER HUNTINGTON	SECRETARY	10.00	Officer	$0	$0	$0
CORY WALKER	TREASURER	10.00	Officer	$0	$0	$0
SUSAN PIERCE	PRESIDENT	10.00	Officer	$0	$0	$0
CYNTHIA SUNG	VICE PRESIDENT	10.00	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	No data	No data	No data	No data
2024	$270,136	$271,124	$407,341	$-988
2023	$234,103	$213,154	$408,329	$20,949
2022	$232,091	$128,246	$411,801	$103,845
2020	$158,330	$106,016	$250,961	$52,314
2019	$198,182	$215,936	$198,467	$-17,754
2018	$206,926	$119,932	$215,931	$86,994

HOME AND SCHOOL ASSOCIATION OF PENN ALEXANDER SC