PENN-MONT ACADEMY INC (EIN 251128155) - 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

1961

Legal Domicile

Principal Officer

BRAD HOUSEKNECHT

Phone

8146968801

Tax Period

2024-07-01 to 2025-06-30

PENN-MONT ACADEMY INC, founded in 1961, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2024. Expenses of $2.3M left a modest 4% surplus.

Mission

TO PROVIDE A HIGH STANDARD OF EDUCATION FOR CHILDREN USING AN ACADEMIC CURRICULUM BASED ON THE MONTESSORI METHOD OF TEACHING.

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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 $403,995

Program Service Revenue $1,773,746

Investment Income $145,138

Other Revenue $79,228

TOTAL REVENUE $2,402,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,530,289

Fundraising Expenses $0

Program Expenses $1,733,771

Other Expenses $782,495

TOTAL EXPENSES $2,312,784

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,402,107	$2,349,027	+0.0%
Expenses	$2,312,784	$2,309,486	+0.0%
Net Income	$89,323	$39,541	+1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN BURKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NICHOLAS DESKEVICH	DIRECTOR	1.00	Director	$0	$0	$0
KATIE GREENLEAF-MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
BRAD HOUSEKNECHT	PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA KINSER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY STARKEY	TREASURER	1.00	Officer Director	$0	$0	$0
TARA SALTZBURG	SECRETARY	1.00	Director	$0	$0	$0
KATIE MCCABE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER HALL	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA WATTERS	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW MOYER	DIRECTOR	1.00	Director	$0	$0	$0
GREG STRUNK	DIRECTOR	1.00	Director	$0	$0	$0
BRANDI ZAJAC	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA GRUGAN	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
2025	$2,402,107	$2,312,784	$7,541,110	$89,323
2024	$2,349,027	$2,309,486	$7,588,605	$39,541
2023	$2,515,316	$2,171,766	$5,447,231	$343,550
2022	$3,218,782	$2,126,145	$5,224,176	$1,092,637
2021	$2,470,024	$1,947,186	$4,484,898	$522,838
2020	$2,170,942	$2,140,549	$3,978,638	$30,393
2019	$2,211,022	$2,205,241	$3,728,100	$5,781

PENN-MONT ACADEMY INC