THE BALA HOUSE

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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

1969

Legal Domicile

Principal Officer

JEREMIAH WOODRING

Phone

6106646767

Tax Period

2024-07-01 to 2025-06-30

THE BALA HOUSE, founded in 1969, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 8% surplus.

Mission

AT BALA HOUSE MONTESSORI, YOUNG CHILDREN DISCOVER THEMSELVES AS CREATIVE, INDEPENDENT LEARNERS IN A DIVERSE, SUPPORTIVE MONTESSORI ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $1,523,676 Revenue: $1,729,079

SCHOOL- THE BALA HOUSE PROVIDES MONTESSORI CLASSES FOR CHILDREN AGES THREE TO SIX. THERE ARE FOUR MIXED AGE PRESCHOOL CLASSES AND TWO KINDERGARTEN CLASSES. THERE IS AN EARLY MORNING AND AFTERNOON...

SCHOOL- THE BALA HOUSE PROVIDES MONTESSORI CLASSES FOR CHILDREN AGES THREE TO SIX. THERE ARE FOUR MIXED AGE PRESCHOOL CLASSES AND TWO KINDERGARTEN CLASSES. THERE IS AN EARLY MORNING AND AFTERNOON EXTENDED CARE PROGRAM THAT COMBINES MANY OF THE PRACTICAL LIFE EXPERIENCES FOUND IN THE MORNING MONTESSORI CLASSROOMS, WITH OUTDOOR PLAY, THEME-BASED LEARNING PROJECTS, AND OPPORTUNITIES FOR CREATIVE AND IMAGINARY PLAY. THE SCHOOL ALSO PROVIDED A SUPPLEMENTAL CARE PROGRAM.

Program 2

Expenses: $58,271 Revenue: $142,064

CAMP-THE SUMMER CAMP ENRICHMENT PROGRAM RUNS FOR 8 WEEKS, WHICH PROVIDES ALL CAMPERS A CONTINUITY OF MONTESSORI FUNDAMENTALS PRACTICED IN THE SCHOOL PROGRAMS. ALSO OFFERED ARE MOVEMENT AND ART...

CAMP-THE SUMMER CAMP ENRICHMENT PROGRAM RUNS FOR 8 WEEKS, WHICH PROVIDES ALL CAMPERS A CONTINUITY OF MONTESSORI FUNDAMENTALS PRACTICED IN THE SCHOOL PROGRAMS. ALSO OFFERED ARE MOVEMENT AND ART CLASSESS.

Program 3

Expenses: $39,705 Revenue: $2,624

SPECIAL PROGRAMS/OTHERS-MUSIC, ART AND MOVEMENT ARE INTEGRAL TO THE DAILY SESSIONS, AND ARE SUPPLEMENTED WITH SPECIFIC INSTRUCTION. THESE CLASSES, WHICH ARE TAUGHT BY SPECIALISTS, INCLUDE SINGING AND RHYTHM, EXPERIENCE WITH VARIOUS ART MEDIA, SUCH AS CLAY AND COLLAGE, AND MOVEMENT EDUCATION.

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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 $131,345

Program Service Revenue $1,873,767

Investment Income $15,940

Other Revenue $50,368

TOTAL REVENUE $2,071,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,240,641

Fundraising Expenses $0

Program Expenses $1,883,709

Other Expenses $666,881

TOTAL EXPENSES $1,907,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,071,420	$1,847,337	+0.1%
Expenses	$1,907,522	$1,657,390	+0.2%
Net Income	$163,898	$189,947	-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

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

$142,757

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE FORCE	SCHOOL DIREC	40.00	Director	$142,757	$0	$142,757
KAREN BOYLE	SECRETARY	10.00	Officer Director	$0	$0	$0
KAT CONNOLLY	TREASURER	10.00	Officer Director	$0	$0	$0
CHAD CULLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARVIN GALLO	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
JEREMY ROGOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERY SNISARENKO	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMIAH WOODRING	PRESIDENT	10.00	Officer Director	$0	$0	$0
LUCY ZHANG	BOARD MEMBER	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	$2,071,420	$1,907,522	$2,132,787	$163,898
2024	$1,847,337	$1,657,390	$2,015,004	$189,947
2023	$1,755,044	$1,640,336	$2,107,826	$114,708
2022	$1,647,121	$1,483,593	$2,116,025	$163,528
2020	$1,565,884	$1,551,815	$2,229,128	$14,069
2019	$1,615,686	$1,566,185	$2,125,465	$49,501