PENN MANOR SCHOOL DISTRICT EDUCATION FOUNDATION (EIN 232924421) - 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

1997

Legal Domicile

Principal Officer

BECKY SPEZIALETTI

Phone

7178729500

Tax Period

2023-07-01 to 2024-06-30

PENN MANOR SCHOOL DISTRICT EDUCATION FOUNDATION, founded in 1997, is a small nonprofit in the Education sector that reported $397K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $70K, a strong 18% operating margin.

Mission

ORGANIZED TO PROVIDE SUPPORT FOR SCHOOLS WITHIN THE PENN MANOR SCHOOL DISTRICT, THEIR FACULTY, STAFF, AND STUDENTS AND TO PROMOTE, SPONSOR AND CARRY OUT EDUCATIONAL, CHARITABLE, AND RELATED ACTIVITIES AND OBJECTIVES.

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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 $224,947

Program Service Revenue $0

Investment Income $128,528

Other Revenue $43,540

TOTAL REVENUE $397,015

Expense Breakdown

Grants Paid $247,567

Salaries & Benefits $0

Fundraising Expenses $17,437

Program Expenses $247,567

Other Expenses $79,111

TOTAL EXPENSES $326,678

Year-over-Year Comparison

	2023	2022	Change
Revenue	$397,015	$418,005	-0.1%
Expenses	$326,678	$303,267	+0.1%
Net Income	$70,337	$114,738	-0.4%

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

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

$19,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY SPEZIALETTI	PRESIDENT	4.00	Officer Director	$0	$0	$0
BRADLEY SEIGER	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
BARB ST JOHN	SECRETARY	4.00	Officer Director	$0	$0	$0
DONALD MOWERY	TREASURER	6.00	Officer Director	$0	$0	$0
STEPHANIE KECK	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH HERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOLYNN DREXEL	DIRECTOR	1.00	Director	$0	$0	$0
PAT KLINE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT STEPHAN	DIRECTOR	1.00	Director	$0	$0	$0
JERISSA WARFEL	DIRECTOR	1.00	Director	$0	$0	$0
REILLY NOETZEL	DIRECTOR	1.00	Director	$0	$0	$0
MARY RAFTER	DIRECTOR	1.00	Director	$0	$0	$0
CAROLE CHISMAR	DIRECTOR	1.00	Director	$0	$0	$0
MATT BLANK	DIRECTOR	1.00	Director	$0	$0	$0
KATIE HESS	DIRECTOR	1.00	Director	$0	$0	$0
DR PHIL GALE	EX OFFICIO M	1.00	Director	$0	$0	$0
BRIAN WALLACE	EX OFFICIO M	1.00	Director	$0	$0	$0
JAN MINDISH	EXECUTIVE DI	20.00	Officer	$19,200	$0	$19,200

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	$397,015	$326,678	$3,467,429	$70,337
2023	$418,005	$303,267	$3,126,369	$114,738
2022	$441,076	$240,601	$2,787,746	$200,475
2021	$299,621	$233,378	$2,985,648	$66,243
2020	$295,880	$236,512	$2,409,178	$59,368
2019	$273,138	$193,099	$2,284,009	$80,039

PENN MANOR SCHOOL DISTRICT EDUCATION FOUNDATION