A BETTER CHANCE IN LOWER MERION INC (EIN 231917466) - 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

1973

Legal Domicile

Principal Officer

HOLLY MOREY

Phone

6107340666

Tax Period

2024-07-01 to 2025-06-30

A BETTER CHANCE IN LOWER MERION INC, founded in 1973, is a small nonprofit that reported $429K in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $371K left a modest 14% surplus.

Mission

TO PROVIDE BETTER LEARNING OPPORTUNITIES AND ATMOSPHERE FOR HIGH SCHOOL STUDENTS.

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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 $345,066

Program Service Revenue $0

Investment Income $83,575

Other Revenue $0

TOTAL REVENUE $428,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,632

Fundraising Expenses $15,990

Program Expenses $344,500

Other Expenses $253,091

TOTAL EXPENSES $370,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$428,641	$1,053,094	-0.6%
Expenses	$370,723	$368,131	+0.0%
Net Income	$57,918	$684,963	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE HOLSTAD	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE ALAVI	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL ELCOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON FRITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DEASHAWN GODDARD	BOARD MEMBER	1.00	Director	$0	$0	$0
LAMONT ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE SWEENEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRI TYLER	BOARD MEMBER	1.00	Director	$0	$0	$0
BEV KEITH	BOARD MEMBER	1.00	Director	$0	$0	$0
GLENN BROWN	TREASURER	5.00	Officer	$0	$0	$0
JOHN EMERY	VICE PRESIDENT	5.00	Officer	$0	$0	$0
TYRONE ROSS	VICE PRESIDENT	5.00	Officer	$0	$0	$0
HOLLY MOREY	PRESIDENT	5.00	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
2025	$428,641	$370,723	$2,098,402	$57,918
2024	$1,053,094	$368,131	$2,049,329	$684,963
2023	$425,145	$311,804	$1,339,627	$113,341
2022	$613,046	$298,800	$1,216,949	$314,246
2021	$238,773	$174,796	$933,636	$63,977

A BETTER CHANCE IN LOWER MERION INC