PIONEER VALLEY CHINESE IMMERSION EDUCATIONAL FOUNDATION (EIN 208847246) - 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

2007

Legal Domicile

Principal Officer

KATHLEEN WANG

Phone

4135827040

Tax Period

2023-07-01 to 2024-06-30

PIONEER VALLEY CHINESE IMMERSION EDUCATIONAL FOUNDATION, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $729K in total revenue in fiscal year 2023. Expenses of $866K exceeded revenue, resulting in a 19% operating deficit.

Mission

SUPPORT THE PIONEER VALLEY CHINESE IMMERSION CHARTER SCHOOL.

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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 $0

Program Service Revenue $728,272

Investment Income $0

Other Revenue $235

TOTAL REVENUE $728,507

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $866,101

Other Expenses $866,101

TOTAL EXPENSES $866,101

Year-over-Year Comparison

	2023	2022	Change
Revenue	$728,507	$729,126	0.0%
Expenses	$866,101	$732,984	+0.2%
Net Income	$-137,594	$-3,858	+34.7%

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

$112,367

Total Directors

$112,367

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN WANG	PRESIDENT	1.00	Officer Director	$0	$4,843	$112,367
WINIFRED MCDONAGH	TREASURER	0.50	Officer Director	$0	$0	$0
MITCHELL TASMAN	CLERK	0.50	Officer Director	$0	$0	$0
ERIC ALCORN	DIRECTOR	0.50	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	$728,507	$866,101	$17,528,053	$-137,594
2023	$729,126	$732,984	$10,580,514	$-3,858
2023	$729,126	$732,984	$10,580,514	$-3,858
2022	$729,030	$725,940	$10,884,724	$3,090
2021	$729,019	$753,039	$11,207,489	$-24,020
2020	$728,832	$817,545	$11,544,704	$-88,713
2019	$728,887	$841,833	$11,933,734	$-112,946
2018	$731,965	$791,267	$12,350,190	$-59,302

PIONEER VALLEY CHINESE IMMERSION EDUCATIONAL FOUNDATION