EAST PENN EDUCATION ASSOCIATION (EIN 232008698) - 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

1976

Legal Domicile

Principal Officer

LORI SHEIPE-MILLER

Phone

6109651650

Tax Period

2023-07-01 to 2024-06-30

EAST PENN EDUCATION ASSOCIATION, founded in 1976, is a micro nonprofit that reported $40K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $48K exceeded revenue, resulting in a 21% operating deficit.

Mission

SEE ATTACHED NEGOTIATION OF TEACHERS EMPLOYMENT CONTRACTS AND DEFEND CONTRACTS THROUGH ARBRITRATION. PARTICIPATION IN VARIOUS TEACHER CONFERENCES. SERVICE TO MEMBERS; AWARDS AND FUNCTIONS FOR RETIRING TEACHERS, TEACHER RECOGNITION AWARDS, MEMBER WELFARE GIFTS. PUBLIC RELATIONS; PROVIDE SCHOLARSHIP PROGRAMS, ATTENDANCE AT VARIOUS BANQUETS, LUNCHEONS AND OTHER EVENTS.

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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 $0

Program Service Revenue $39,439

Investment Income $116

Other Revenue $350

TOTAL REVENUE $39,905

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,420

Fundraising Expenses $0

Other Expenses $23,696

TOTAL EXPENSES $48,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,905	$34,943	+0.1%
Expenses	$48,116	$46,374	+0.0%
Net Income	$-8,211	$-11,431	-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

N/A

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

$20,745

Total Directors

$22,420

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI SHEIPE-MILLER	PRESIDENT	7.00	Officer Director	$4,560	$0	$4,560
SARAH KINZEL	VICE PRESIDE	3.00	Officer Director	$2,885	$0	$2,885
SAMANTHA MOYER	VICE PRESIDE	3.00	Officer Director	$2,295	$0	$2,295
DIANE DIDONA	SECRETARY	3.00	Officer Director	$2,290	$0	$2,290
BETH STOUDT	TREASURER	5.00	Officer Director	$2,290	$0	$2,290
ANTHONY TOTO	VICE PRESIDE	3.00	Officer Director	$2,290	$0	$2,290
CHRIS RITTER	CHIEF NEGOTI	3.00	Director	$1,675	$0	$1,675
LAURIE FURRY	GRIEVANCE CH	2.00	Officer Director	$1,370	$0	$1,370
KIMBERLY ADAMS	MEMBERSHIP C	2.00	Officer Director	$875	$0	$875
LAURA LEIBY	NEGOTIATIONS	3.00	Officer Director	$700	$0	$700
JOHN SCHREINER	GRIEVANCE CH	2.00	Officer Director	$595	$0	$595
MARK SPENGLER	PACE CHAIR	2.00	Officer Director	$595	$0	$595

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	No data	No data	No data	No data
2024	$39,905	$48,116	$36,698	$-8,211
2023	$34,943	$46,374	$44,909	$-11,431
2022	$28,227	$40,830	$56,340	$-12,603
2021	$39,401	$39,467	$68,943	$-66
2020	$42,034	$36,745	$69,009	$5,289
2019	$44,345	$45,758	$63,720	$-1,413

EAST PENN EDUCATION ASSOCIATION