EPHRATA AREA EDUCATION FOUNDATION (EIN 200669572) - 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

2004

Legal Domicile

Phone

7177211589

Tax Period

2023-07-01 to 2024-06-30

EPHRATA AREA EDUCATION FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $171K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $218K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO PROVIDE FUNDING TO PUBLIC SCHOOLS IN THE EPHRATA 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 (2023)

Revenue Breakdown

Contributions & Grants $134,586

Program Service Revenue $0

Investment Income $25,587

Other Revenue $10,693

TOTAL REVENUE $170,866

Expense Breakdown

Grants Paid $95,398

Salaries & Benefits $82,621

Fundraising Expenses $51,806

Program Expenses $116,906

Other Expenses $40,422

TOTAL EXPENSES $218,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$170,866	$183,502	-0.1%
Expenses	$218,441	$215,405	+0.0%
Net Income	$-47,575	$-31,903	+0.5%

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

$69,708

Total Directors

$69,708

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA TROUT NON-VOTING	OUTGOING-EXECUTIVE DIRECTOR	25.00	Officer Director	$2,400	$0	$2,400
CRYSTAL SMELTZER	EXECUTIVE DIRECTOR	40.00	Officer Director	$67,308	$0	$67,308
KRISTEE REICHARD NON-VOTING	ASSISTANT TREASURER	1.00	Director	$0	$0	$0
SARAH MCBEE NON-VOTING	RECORDING SECRETARY	1.00	Director	$0	$0	$0
DANE BURKHOLDER	BOARD MEMBER	1.00	Director	$0	$0	$0
JACY CLUGSTON-HESS	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN DOUB	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILIP EBY	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN ELLIS	TREASURER	3.00	Director	$0	$0	$0
WILLIAM C FUNK	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN A HOOVER	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNIE KIRBY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN PORTER	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY SHEIRER	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY SOLLENBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY STAUFFER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK THOMPSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN TROOP	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY WEAGLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON MARINES	BOARD MEMBER	1.00	Director	$0	$0	$0
MILCA MENDEZ-CEBALLOS	BOARD MEMBER	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	No data	No data	No data	No data
2024	$170,866	$218,441	$529,821	$-47,575
2023	$183,502	$215,405	$633,634	$-31,903
2022	$184,772	$138,045	$584,997	$46,727
2021	$124,979	$165,073	$540,489	$-40,094
2020	$155,750	$121,453	$577,398	$34,297
2019	$495,834	$137,754	$544,423	$358,080

EPHRATA AREA EDUCATION FOUNDATION