FOUNDATION FOR POTTSTOWN EDUCATION (EIN 222630432) - 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

1985

Legal Domicile

Principal Officer

JOE CAVALLO

Phone

6109706616

Tax Period

2023-07-01 to 2024-06-30

FOUNDATION FOR POTTSTOWN EDUCATION, founded in 1985, is a small nonprofit in the Education sector that reported $469K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $428K left a modest 9% surplus.

Mission

THE FOUNDATION WORKS TO SUPPORT OPPORTUNITIES TO FULLY DEVELOP STUDENTS' POTENTIAL.

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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 $437,411

Program Service Revenue $0

Investment Income $29,927

Other Revenue $1,925

TOTAL REVENUE $469,263

Expense Breakdown

Grants Paid $252,767

Salaries & Benefits $125,668

Fundraising Expenses $22,153

Program Expenses $278,826

Other Expenses $49,742

TOTAL EXPENSES $428,177

Year-over-Year Comparison

	2023	2022	Change
Revenue	$469,263	$422,198	+0.1%
Expenses	$428,177	$377,846	+0.1%
Net Income	$41,086	$44,352	-0.1%

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

$102,542

Total Directors

$102,542

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH W RUSIEWICZ II	EXECUTIVE DI	40.00	Officer Director	$100,000	$2,542	$102,542
JENNA ARMATO	DIRECTOR	1.00	Director	$0	$0	$0
TRACEY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JOE CAVALLO	TREASURER	5.00	Officer Director	$0	$0	$0
GREGORY GLENN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS GOLDEN	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH GREEN	DIRECTOR	1.00	Director	$0	$0	$0
GEORGETTE HOWELL	PRESIDENT	5.00	Officer Director	$0	$0	$0
GERALD KOREN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MILLER	DIRECTOR	1.00	Director	$0	$0	$0
ALAN MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN RODRIGUEZ	EX-OFFICIO M	1.00	Director	$0	$0	$0
LETICIA SANTIAGO	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
ALLISON SCOTT	SECRETARY	5.00	Officer Director	$0	$0	$0
HANNAH SHANKLE	DIRECTOR	1.00	Director	$0	$0	$0
FRANK STRUNK	DIRECTOR	1.00	Director	$0	$0	$0
CINDY WHITLEY	DIRECTOR	1.00	Director	$0	$0	$0
SUE ANN YOCOM	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ZIEGLER	DIRECTOR	1.00	Director	$0	$0	$0
VAUGHN ZIMMERMAN	DIRECTOR	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	$469,263	$428,177	$1,487,814	$41,086
2023	$422,198	$377,846	$1,341,686	$44,352
2022	$819,720	$439,694	$1,249,870	$380,026
2021	$571,217	$494,592	$1,242,969	$76,625
2020	$566,001	$567,572	$1,045,997	$-1,571
2019	$326,001	$417,689	$987,276	$-91,688
2018	$424,761	$314,847	$1,063,869	$109,914

FOUNDATION FOR POTTSTOWN EDUCATION