PHOENIXVILLE COMMUNITY EDUCATION FOUNDATION (EIN 141855127) - 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

2002

Legal Domicile

Principal Officer

JOAN CADIGAN

Phone

6109335911

Tax Period

2024-07-01 to 2025-06-30

PHOENIXVILLE COMMUNITY EDUCATION FOUNDATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $405K in total revenue in fiscal year 2024. The organization ran a surplus of $67K, a strong 16% operating margin.

Mission

TO ENHANCE AND ENRICH THE EDUCATIONAL EXPERIENCE OF PHOENIXVILLE AREA 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 $357,072

Program Service Revenue $0

Investment Income $39,157

Other Revenue $9,142

TOTAL REVENUE $405,371

Expense Breakdown

Grants Paid $240,388

Salaries & Benefits $62,516

Fundraising Expenses $14,138

Program Expenses $294,556

Other Expenses $35,929

TOTAL EXPENSES $338,833

Year-over-Year Comparison

	2024	2023	Change
Revenue	$405,371	$382,823	+0.1%
Expenses	$338,833	$316,952	+0.1%
Net Income	$66,538	$65,871	+0.0%

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

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

$47,428

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE KENNON	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURA BOMBERGER	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BEN HENRY	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT WHELAN	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
JAMES CARMINITO	DIRECTOR	1.00	Director	$0	$0	$0
KELLY CHARNLEY	DIRECTOR	1.00	Director	$0	$0	$0
DIANE ELIASSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER FLICK	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN FREES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GRASSO	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA GOULD	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN INMON	DIRECTOR	1.00	Director	$0	$0	$0
DIANE LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MANZON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN NOONAN	DIRECTOR	1.00	Director	$0	$0	$0
KOREE RITTER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA VALLOOR	DIRECTOR	1.00	Director	$0	$0	$0
JOAN CADIGAN	EXECUTIVE DIRECTOR	25.00	Officer	$47,428	$0	$47,428

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	$405,371	$338,833	$1,692,742	$66,538
2024	No data	No data	No data	No data
2023	$327,693	$292,996	$1,362,229	$34,697
2022	$343,808	$307,719	$1,273,663	$36,089
2021	$442,002	$409,769	$1,332,933	$32,233
2020	$454,724	$336,411	$1,149,628	$118,313

PHOENIXVILLE COMMUNITY EDUCATION FOUNDATION