POINT PLEASANT BEACH PUBLIC EDUCATION FOUNDATION (EIN 223176040) - 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

Principal Officer

JOYCE POPACA

Phone

7327407278

Tax Period

2024-07-01 to 2025-06-30

POINT PLEASANT BEACH PUBLIC EDUCATION FOUNDATION is a small nonprofit in the Education sector that reported $448K in total revenue in fiscal year 2024. Revenue surged 279% from the prior year, signaling strong growth momentum. The organization ran a surplus of $333K, a strong 74% operating margin.

Mission

TO SUPPORT POINT PLEASANT BEACH SCHOOLS.

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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 $426,461

Program Service Revenue $0

Investment Income $4,831

Other Revenue $16,270

TOTAL REVENUE $447,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,614

Other Expenses $114,614

TOTAL EXPENSES $114,614

Year-over-Year Comparison

	2024	2023	Change
Revenue	$447,562	$117,997	+2.8%
Expenses	$114,614	$135,789	-0.2%
Net Income	$332,948	$-17,792	-19.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETTY LOU APPLEGATE	TRUSTEE	N/A	Director	$0	$0	$0
CAROLE CARR	TRUSTEE	N/A	Director	$0	$0	$0
MARYGRACE KIRSCH	TRUSTEE	N/A	Director	$0	$0	$0
EILEEN LATERZA	TRUSTEE	N/A	Director	$0	$0	$0
JANET MCCOID	TRUSTEE	N/A	Director	$0	$0	$0
RICHARD MCCOID	TRUSTEE	N/A	Director	$0	$0	$0
DR MIKE MCCORMACK	TRUSTEE	N/A	Director	$0	$0	$0
GEORGE MIKSIS	TRUSTEE	N/A	Director	$0	$0	$0
KAREN MILLS	TRUSTEE	N/A	Director	$0	$0	$0
TOM OHARA	TRUSTEE	N/A	Director	$0	$0	$0
SANDY PASOLA	TRUSTEE	N/A	Director	$0	$0	$0
KRISTINE PIERCE-WILKES	TRUSTEE	N/A	Director	$0	$0	$0
HENNO PRIMA	TRUSTEE	N/A	Director	$0	$0	$0
JOHN RAVALLY	TRUSTEE	N/A	Director	$0	$0	$0
ELAINE SCHARDIEN	TRUSTEE	N/A	Director	$0	$0	$0
JIM SHOEMAKER	TRUSTEE	N/A	Director	$0	$0	$0
JAMIE SHOHFI	TRUSTEE	N/A	Director	$0	$0	$0
PHYLLIS THOMPSON	TRUSTEE	N/A	Director	$0	$0	$0
KRISTINE TOOKER	TRUSTEE	N/A	Director	$0	$0	$0
LYNN TURKOWSKY	TRUSTEE	N/A	Director	$0	$0	$0
ANITA ZALOM	TRUSTEE	N/A	Director	$0	$0	$0
CHERYL CHANDO	SECRETARY	N/A	Officer	$0	$0	$0
KATHRYN DYSON	V PRESIDENT	N/A	Officer	$0	$0	$0
DAN MCELWEE	PRESIDENT	N/A	Officer	$0	$0	$0
JOYCE POPACA	TREASURER	N/A	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
2025	$447,562	$114,614	$728,166	$332,948
2024	$117,997	$135,789	$392,003	$-17,792
2023	$227,146	$195,978	$405,623	$31,168
2022	$145,275	$132,344	$375,750	$12,931
2021	$34,781	$89,642	$362,819	$-54,861
2020	$107,923	$180,238	$358,481	$-72,315
2019	$190,728	$175,739	$430,795	$14,989

POINT PLEASANT BEACH PUBLIC EDUCATION FOUNDATION