LOWER MERION EDUCATION ASSOCIATION (EIN 237084700) - 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

1971

Legal Domicile

Phone

6106645450

Tax Period

2024-09-01 to 2025-08-31

LOWER MERION EDUCATION ASSOCIATION, founded in 1971, is a small nonprofit that reported $225K in total revenue in fiscal year 2024. Expenses of $207K left a modest 8% surplus.

Mission

TO PROMOTE SOUND EDUCATION PROGRAMS IN THE LOWER MERION SCHOOL DISTRICT & TO PROMOTE AND ADVANCE THE INTEREST AND WELFARE OF THE ORGANIZATION'S MEMBERSHIP.

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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 $224,721

Program Service Revenue $0

Investment Income $329

Other Revenue $0

TOTAL REVENUE $225,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,078

Fundraising Expenses $0

Program Expenses $42,918

Other Expenses $90,107

TOTAL EXPENSES $207,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,050	$226,749	0.0%
Expenses	$207,185	$263,403	-0.2%
Net Income	$17,865	$-36,654	-1.5%

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

1365

Independent Members

N/A

Employees

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

$82,535

Total Directors

$82,535

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AIMEE AVELLINO	President	38.00	Officer Director	$19,136	$0	$19,136
KYLE O'BRIEN	VP SUPPORT	30.00	Officer Director	$13,629	$0	$13,629
LAUREN LAPINKSI	Treasurer	5.00	Officer Director	$11,478	$0	$11,478
ANDREW THOMAS	FIRST VP	25.00	Officer Director	$9,573	$0	$9,573
KELLY CENICOLA	VP PROFESSIONAL	10.00	Officer Director	$9,573	$0	$9,573
KAREN SALLADINO	SECRETARY PROFE	2.00	Officer Director	$9,573	$0	$9,573
VICTOR FEDELI FORMER	SECRETARY SUPPO	30.00	Officer Director	$9,573	$0	$9,573
DONNA ROSSI	SECRETARY SUPPO	30.00	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	$225,050	$207,185	$722,427	$17,865
2024	$226,749	$263,403	$705,050	$-36,654
2023	$224,612	$200,492	$740,775	$24,120
2022	$256,622	$198,993	$716,190	$57,629
2021	$257,439	$179,235	$657,982	$78,204
2020	$242,929	$166,419	$579,418	$76,510
2019	$244,236	$172,632	$504,501	$71,604

LOWER MERION EDUCATION ASSOCIATION