JOSEPH SEARS SCHOOL PARENT VOLUNTEER ASSOCIATION (EIN 237044862) - 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

LYDIA MATHAS

Phone

8472565006

Tax Period

2023-09-01 to 2024-08-31

JOSEPH SEARS SCHOOL PARENT VOLUNTEER ASSOCIATION, founded in 1976, is a small nonprofit in the Education sector that reported $237K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $270K exceeded revenue, resulting in a 14% operating deficit.

Mission

ENHANCE THE EDUCATION PROVIDED TO STUDENTS ATTENDING THE JOSEPH SEARS SCHOOL IN KENILWORTH, IL.

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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 $253,572

Program Service Revenue $0

Investment Income $3,599

Other Revenue $-19,923

TOTAL REVENUE $237,248

Expense Breakdown

Grants Paid $205,344

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $261,479

Other Expenses $65,095

TOTAL EXPENSES $270,439

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,248	$205,193	+0.2%
Expenses	$270,439	$117,925	+1.3%
Net Income	$-33,191	$87,268	-1.4%

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

100

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
LYDIA MATHAS	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOE GUARINO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIA PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY O'DELL	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
CAMIE PARK	SECRETARY	1.00	Officer Director	$0	$0	$0
KYRA NELSON	TREASURER	2.00	Officer Director	$0	$0	$0
VALERIE GAINES	IMMEDIATE PAST TREASURER	2.00	Officer Director	$0	$0	$0
EMILY WYNER	DIRECTOR	1.00	Director	$0	$0	$0
RENEE BUCK	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE EYNON	DIRECTOR	1.00	Director	$0	$0	$0
JEN PRICE	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
JENELLE CHALMERS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE KLEWIN	DIRECTOR	1.00	Director	$0	$0	$0
TARA STAFFORD	DIRECTOR	1.00	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
2024	$237,248	$270,439	$614,432	$-33,191
2023	$205,193	$117,925	$647,623	$87,268
2022	$244,793	$113,753	$560,355	$131,040
2021	$277,942	$52,522	$429,315	$225,420
2020	$5,559	$23,180	$167,906	$-17,621
2019	$30,045	$320,921	$185,527	$-290,876
2018	$150,956	$116,616	$476,403	$34,340

JOSEPH SEARS SCHOOL PARENT VOLUNTEER ASSOCIATION