Moorestown Home and School Association (EIN 226094171) - 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

1968

Legal Domicile

Phone

8567785311

Tax Period

2023-09-01 to 2024-08-31

Moorestown Home and School Association, founded in 1968, is a small nonprofit in the Education sector that reported $204K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $95K, a strong 47% operating margin.

Mission

Home & School Assn.

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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 $38,137

Program Service Revenue $33,998

Investment Income $625

Other Revenue $131,107

TOTAL REVENUE $203,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,955

Other Expenses $108,454

TOTAL EXPENSES $108,454

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,867	$183,819	+0.1%
Expenses	$108,454	$112,803	0.0%
Net Income	$95,413	$71,016	+0.3%

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

100

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
Kristina Milligan	President	10.00	Officer Director	$0	$0	$0
Jennifer Scharf	Vice President	5.00	Officer Director	$0	$0	$0
Monica Holland	Treasurer	10.00	Officer Director	$0	$0	$0
Tracy Darby	Vice President	5.00	Officer Director	$0	$0	$0
Amanda Hillegas	Vice President	5.00	Officer Director	$0	$0	$0
Sarah Amato	Secretary	5.00	Officer 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
2024	$203,867	$108,454	$472,634	$95,413
2020	$142,984	$96,890	$224,834	$46,094
2019	$141,604	$135,202	$176,110	$6,402

Moorestown Home and School Association