Upper Freehold Regional Education Foundation (EIN 223032059) - 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

1989

Legal Domicile

Principal Officer

Anne Crochunis

Phone

8622069701

Tax Period

2024-01-01 to 2024-12-31

Upper Freehold Regional Education Foundation, founded in 1989, is a micro nonprofit in the Education sector that reported $38K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $52K exceeded revenue, resulting in a 37% operating deficit.

Mission

The Foundation is organized exclusively for charitable and educational purposes in support of the Upper Freehold Regional School District of Allentown NJ.

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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 $10,714

Program Service Revenue $0

Investment Income $0

Other Revenue $27,433

TOTAL REVENUE $38,147

Expense Breakdown

Grants Paid $50,498

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,407

Other Expenses $1,909

TOTAL EXPENSES $52,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,147	$60,277	-0.4%
Expenses	$52,407	$41,739	+0.3%
Net Income	$-14,260	$18,538	-1.8%

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

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
Tracey Malovich	President	10.00	Officer	$0	$0	$0
Kristen Mason	Vice President	10.00	Officer	$0	$0	$0
Colleen Henkin	Recording Secretary	10.00	Officer	$0	$0	$0
Anne Crochunis	Treasurer	10.00	Officer	$0	$0	$0
Jennifer Reiner	Corresponding Secretary	10.00	Officer	$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
2024	$38,147	$52,407	$41,291	$-14,260
2023	$60,277	$41,739	$55,551	$18,538
2021	$35,027	$38,057	$45,090	$-3,030

Upper Freehold Regional Education Foundation