THE PELHAM EDUCATION FOUNDATION (EIN 133870584) - 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

1995

Legal Domicile

Principal Officer

SARAH MCKEE

Phone

9175138102

Tax Period

2024-07-01 to 2025-06-30

THE PELHAM EDUCATION FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $191K in total revenue in fiscal year 2024.

Mission

THE PELHAM EDUCATION FOUNDATION IS DEDICATED TO ENHANCING THE QUALITY OF PUBLIC EDUCATION IN PELHAM, NY. OUR OBJECTIVE IS TO FUND INNOVATIVE PROGRAMS THAT BENEFIT STUDENTS OF THE PELHAM SCHOOL DISTRICT.

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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 $182,616

Program Service Revenue $0

Investment Income $8,342

Other Revenue $0

TOTAL REVENUE $190,958

Expense Breakdown

Grants Paid $199,673

Salaries & Benefits $0

Fundraising Expenses $14,983

Program Expenses $182,234

Other Expenses $9,760

TOTAL EXPENSES $209,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,958	$186,452	+0.0%
Expenses	$209,433	$74,378	+1.8%
Net Income	$-18,475	$112,074	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sarah McKee	PRESIDENT	005.00	Officer Director	$0	$0	$0
Heena Jain	VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
Jean Kwartler	TREASURER	005.00	Officer Director	$0	$0	$0
Lisa Horten	SECRETARY	005.00	Officer Director	$0	$0	$0
Beth Blanc	BOARD MEMBER	002.00	Director	$0	$0	$0
Melissa Eustace	BOARD MEMBER	002.00	Director	$0	$0	$0
Colleen Maiberger	BOARD MEMBER	002.00	Director	$0	$0	$0
Sarah Jabbar	BOARD MEMBER	002.00	Director	$0	$0	$0
Shari Sinha	BOARD MEMBER	002.00	Director	$0	$0	$0
Michele Egan	BOARD MEMBER	002.00	Director	$0	$0	$0
Kristy Rebele	BOARD MEMBER	002.00	Director	$0	$0	$0
Amy Eappen	BOARD MEMBER	002.00	Director	$0	$0	$0
Adam Roman	BOARD MEMBER	002.00	Director	$0	$0	$0
Michael Fanuele	BOARD MEMBER	002.00	Director	$0	$0	$0
Christina Sakran	BOARD MEMBER	002.00	Director	$0	$0	$0
Amy Sparano	BOARD MEMBER	002.00	Director	$0	$0	$0
Mark Cho	BOARD MEMBER	002.00	Director	$0	$0	$0
Amy Moore	BOARD MEMBER	002.00	Director	$0	$0	$0
Suzanne Snyder	BOARD MEMBER	002.00	Director	$0	$0	$0
Sara Mallach	BOARD MEMBER	002.00	Director	$0	$0	$0
Jessyka Calzolaio	BOARD MEMBER	002.00	Director	$0	$0	$0
Won Choe	BOARD MEMBER	002.00	Director	$0	$0	$0
Mark Himmelsbach	BOARD MEMBER	002.00	Director	$0	$0	$0
Pilar Bartlett	BOARD MEMBER	002.00	Director	$0	$0	$0
Melissa Gable	BOARD MEMBER	002.00	Director	$0	$0	$0
Carly Glick	BOARD MEMBER	002.00	Director	$0	$0	$0
Stacey Kalpan	BOARD MEMBER	002.00	Director	$0	$0	$0
Anthea Kelsick	BOARD MEMBER	002.00	Director	$0	$0	$0
Todd Nice	BOARD MEMBER	002.00	Director	$0	$0	$0
Aislinn O'Callahan	BOARD MEMBER	002.00	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	$190,958	$209,433	$355,786	$-18,475
2024	$186,452	$74,378	$384,511	$112,074
2023	$281,518	$234,913	$261,562	$46,605
2022	$197,388	$97,800	$214,751	$99,588
2021	$218,040	$205,251	$115,162	$12,789
2020	$80,242	$162,466	$102,374	$-82,224
2019	$205,102	$463,459	$184,598	$-258,357
2018	$219,269	$106,594	$442,955	$112,675

THE PELHAM EDUCATION FOUNDATION