PENNRIDGE EDUCATION ASSOCIATION (EIN 232269654) - 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

1980

Legal Domicile

Principal Officer

JAMES VALLETTA

Tax Period

2023-07-01 to 2024-06-30

PENNRIDGE EDUCATION ASSOCIATION, founded in 1980, is a small nonprofit that reported $228K in total revenue in fiscal year 2023. Revenue surged 193% from the prior year, signaling strong growth momentum. The organization ran a surplus of $138K, a strong 60% operating margin.

Mission

PROTECT THE PROFESSIONAL RIGHTS OF MEMBERS

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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 $222,068

Program Service Revenue $0

Investment Income $6,318

Other Revenue $0

TOTAL REVENUE $228,386

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $56,952

Fundraising Expenses $0

Program Expenses $90,334

Other Expenses $30,382

TOTAL EXPENSES $90,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,386	$77,931	+1.9%
Expenses	$90,334	$86,158	+0.0%
Net Income	$138,052	$-8,227	-17.8%

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
LAURIE PETERSON	SECRETARY	6.00	Officer	$0	$0	$0
SHARON PARKES	TREASURER	10.00	Officer	$0	$0	$0
JAMES VALLETTA	PRESIDENT	15.00	Officer	$0	$0	$0
PAUL VOLBERG	VICE PRESIDENT	10.00	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
2024	$228,386	$90,334	$284,961	$138,052

PENNRIDGE EDUCATION ASSOCIATION