BEDFORD HILLS ELEMENTARY SCHOOL ASSOCIATION (EIN 133017713) - 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

1990

Legal Domicile

Principal Officer

THE TREASURER

Phone

9146662708

Tax Period

2023-09-01 to 2024-08-31

BEDFORD HILLS ELEMENTARY SCHOOL ASSOCIATION, founded in 1990, is a micro nonprofit in the Education sector that reported $67K in total revenue in fiscal year 2023. The organization ran a surplus of $22K, a strong 32% operating margin.

Mission

PARENT ASSOCIATION SUPPORT SCHOOL FOR STUDENT ACTIVITIES, FIELD TRIPS, CULTURAL ART ENRICHMENT PROGRAMS AND PARENT TEACHER PROGRAMS.

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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 $31,158

Program Service Revenue $35,709

Investment Income $0

Other Revenue $0

TOTAL REVENUE $66,867

Expense Breakdown

Grants Paid $1,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,648

Other Expenses $44,129

TOTAL EXPENSES $45,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,867	$64,888	+0.0%
Expenses	$45,229	$37,613	+0.2%
Net Income	$21,638	$27,275	-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

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
LYDIA ZOCCALI	PRESIDENT	10.00	Officer	$0	$0	$0
HEATHER PECORARO	VICE PRESIDENT	5.00	Officer	$0	$0	$0
JOSE ORTIZ	TREASURER	5.00	Officer	$0	$0	$0
SONIA KOWAL	BOARD MEMBER	5.00	Director	$0	$0	$0
LAURA GORMAN	BOARD MEMBER	5.00	Director	$0	$0	$0
KERRY WEISS	RECORDER	5.00	Director	$0	$0	$0
JOHANA VALERA	MENTOR	5.00	Director	$0	$0	$0
CHRISTA KOLLARUS	BOARD MEMBER	5.00	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	No data	No data	No data	No data
2024	$66,867	$45,229	$132,693	$21,638
2023	$64,888	$37,613	$110,622	$27,275
2022	$50,478	$40,440	$83,415	$10,038
2021	$29,109	$18,223	$71,444	$10,886
2020	$75,837	$87,772	$57,817	$-11,935
2019	$100,246	$105,052	$71,822	$-4,806

BEDFORD HILLS ELEMENTARY SCHOOL ASSOCIATION