LANCASTER EDUCATION FOUNDATION (EIN 232583874) - 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

1989

Legal Domicile

Principal Officer

CHRISTINE CARRIGAN

Phone

7173918660

Tax Period

2024-07-01 to 2025-06-30

LANCASTER EDUCATION FOUNDATION, founded in 1989, is a small nonprofit in the Education sector that reported $678K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $619K left a modest 9% surplus.

Mission

PROVIDE SPECIAL PROGRAMS TO ENHANCE THE EDUCATION OPPORTUNITIES FOR STUDENTS IN THE SCHOOL DISTRICT OF LANCASTER.

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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 $657,440

Program Service Revenue $0

Investment Income $33,609

Other Revenue $-12,569

TOTAL REVENUE $678,480

Expense Breakdown

Grants Paid $311,482

Salaries & Benefits $172,437

Fundraising Expenses $61,334

Program Expenses $427,085

Other Expenses $135,289

TOTAL EXPENSES $619,208

Year-over-Year Comparison

	2024	2023	Change
Revenue	$678,480	$779,507	-0.1%
Expenses	$619,208	$566,111	+0.1%
Net Income	$59,272	$213,396	-0.7%

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

$60,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE CARRIGAN	PRESIDENT OF BOARD	2.00	Officer Director	$0	$0	$0
JUSTIN REESE	FUND DEVELOPMENT COMMITTEE	1.00	Director	$0	$0	$0
JULIE YOUNG MEIROWITZ	TREASURER	4.00	Officer Director	$0	$0	$0
ROBIN GOODSON	SCHOOL BOARD PRESIDENT	1.00	Director	$0	$0	$0
JEN KOPF	PROGRAM COMMITTEE	1.00	Director	$0	$0	$0
JANE APPLEYARD	PRESIDENT OF ALUMNI	1.00	Director	$0	$0	$0
LAUREN EDGELL	CHAIR PROGRAM COMMITTEE	1.00	Director	$0	$0	$0
HOLLY WHITE	VP OF BOARD	1.00	Director	$0	$0	$0
ERIN FOOSE	PROGRAM COMMITTEE	1.00	Director	$0	$0	$0
KEITH MILES	SDOL SUPERINTENTENDENT	1.00	Director	$0	$0	$0
JIHAN OWENS-TAYLOR	PROGRAM COMMITTEE - FUND DEVELOPMENT	1.00	Director	$0	$0	$0
CHRISTINA PANTOJA WILLIAMS	PROGRAM COMMITTEE	1.00	Director	$0	$0	$0
ANGELA TROUT	DIRECTOR	40.00	Officer	$60,125	$0	$60,125

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	$678,480	$619,208	$2,639,690	$59,272
2024	$779,507	$566,111	$2,380,640	$213,396
2023	$654,911	$791,811	$1,985,027	$-136,900
2022	$602,374	$606,187	$1,968,063	$-3,813
2021	$831,559	$517,540	$2,259,114	$314,019
2020	$533,531	$523,420	$1,752,186	$10,111
2019	$1,362,113	$1,222,958	$2,016,913	$139,155
2018	$1,125,719	$1,128,211	$2,519,642	$-2,492

LANCASTER EDUCATION FOUNDATION