KUTZTOWN AREA SCHOOL DISTRICT EDUCATION FOUNDATION INC (EIN 233068301) - 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

2001

Legal Domicile

Principal Officer

ANDREW BRETT

Phone

6106837361

Tax Period

2024-07-01 to 2025-06-30

KUTZTOWN AREA SCHOOL DISTRICT EDUCATION FOUNDATION INC, founded in 2001, is a small nonprofit in the Education sector that reported $337K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $175K, a strong 52% operating margin.

Mission

TO ENHANCE EDUCATIONAL OPPORTUNITIES IN THE DISTRICT'S SCHOOLS AND COMMUNITIES

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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 $222,383

Program Service Revenue $0

Investment Income $114,699

Other Revenue $0

TOTAL REVENUE $337,082

Expense Breakdown

Grants Paid $135,385

Salaries & Benefits $0

Fundraising Expenses $923

Program Expenses $154,322

Other Expenses $26,860

TOTAL EXPENSES $162,245

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,082	$232,316	+0.5%
Expenses	$162,245	$127,905	+0.3%
Net Income	$174,837	$104,411	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW BRETT	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHEN FENSTERMACHER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MELISSA NOLTE	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELE ZIMMERMAN	TREASURER	2.00	Officer Director	$0	$0	$0
BRENDA A WINKLER ED D	DIRECTOR	2.00	Director	$0	$0	$0
CARL ZIEGLER	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK MOYER	DIRECTOR	2.00	Director	$0	$0	$0
DALE DERR	DIRECTOR	2.00	Director	$0	$0	$0
DEVON VOLKER	DIRECTOR	2.00	Director	$0	$0	$0
BENJAMIN HAAS	DIRECTOR	2.00	Director	$0	$0	$0
TAMARA FITZGERALD	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE METRICK	EXECUTIVE DIRECTOR	2.00	Officer Director	$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	$337,082	$162,245	$1,972,201	$174,837
2024	$232,316	$127,905	$1,715,941	$104,411
2023	$192,446	$124,669	$1,476,746	$67,777
2022	$277,246	$173,890	$1,358,580	$103,356
2021	$166,387	$127,328	$1,593,290	$39,059
2020	$122,332	$122,983	$1,300,497	$-651
2019	$286,910	$103,459	$1,320,503	$183,451
2018	$474,862	$649,569	$1,140,325	$-174,707

KUTZTOWN AREA SCHOOL DISTRICT EDUCATION FOUNDATION INC