WILLOW GROVE EDUCATIONAL FOUNDATION (EIN 262840323) - 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

2008

Legal Domicile

Principal Officer

TRINA SERRANO

Phone

8586746300

Tax Period

2024-07-01 to 2025-06-30

WILLOW GROVE EDUCATIONAL FOUNDATION, founded in 2008, is a small nonprofit in the Education sector that reported $230K in total revenue in fiscal year 2024. Expenses of $218K left a modest 5% surplus.

Mission

THE FOUNDATION WAS CREATED TO BENEFIT AND SUPPORT THE TEACHERS AND STUDENTS AT WILLOW GROVE ELEMENTARY SCHOOL.

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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 $78,457

Program Service Revenue $0

Investment Income $16

Other Revenue $151,644

TOTAL REVENUE $230,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,675

Program Expenses $208,991

Other Expenses $218,345

TOTAL EXPENSES $218,345

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,117	$215,902	+0.1%
Expenses	$218,345	$182,252	+0.2%
Net Income	$11,772	$33,650	-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

N/A

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
TRINA SERRANO	PRESIDENT	8.00	Officer	$0	$0	$0
MICHELLE BECKER	VICE PRESIDE	8.00	Officer	$0	$0	$0
HEATHER ENGLAND	CFO	8.00	Officer	$0	$0	$0
ERIN SNELL	SECRETARY	8.00	Officer	$0	$0	$0
MELISSA STARK	DIRECTOR	2.00	Director	$0	$0	$0
ALLI COX	DIRECTOR	2.00	Director	$0	$0	$0
BRITTANY MULLER	DIRECTOR	2.00	Director	$0	$0	$0
CARLY FRASCO	DIRECTOR	2.00	Director	$0	$0	$0
EMILIE BLOOM	DIRECTOR	2.00	Director	$0	$0	$0
IRINA YUFFA	DIRECTOR	2.00	Director	$0	$0	$0
JULIE KU-MEENE	DIRECTOR	2.00	Director	$0	$0	$0
KATRINA BETTS	DIRECTOR	2.00	Director	$0	$0	$0
LIBBY PIRRUNG	DIRECTOR	2.00	Director	$0	$0	$0
LARA BURGESS	DIRECTOR	2.00	Director	$0	$0	$0
LEIGH WOLSIC	DIRECTOR	2.00	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	$230,117	$218,345	$266,430	$11,772
2024	$215,902	$182,252	$253,400	$33,650
2023	$225,517	$214,346	$219,850	$11,171
2022	$249,052	$219,896	$208,679	$29,156
2021	$186,296	$170,194	$179,523	$16,102
2020	$212,211	$304,370	$163,421	$-92,159
2019	$305,654	$255,612	$255,580	$50,042

WILLOW GROVE EDUCATIONAL FOUNDATION