SANDY PELTYN FOUNDATION FOR EXCELLENCE (EIN 264252853) - 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

2009

Principal Officer

LINDA ESPOSITO

Phone

7022869842

Tax Period

2024-01-01 to 2024-12-31

SANDY PELTYN FOUNDATION FOR EXCELLENCE, founded in 2009, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $15K in total revenue in fiscal year 2024. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $28K exceeded revenue, resulting in a 88% operating deficit.

Mission

To raise funds in support of other organizations and entities that offer schloarships through established programs.

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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 $15,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $15,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,269

Other Expenses $28,269

TOTAL EXPENSES $28,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,000	$121,632	-0.9%
Expenses	$28,269	$109,021	-0.7%
Net Income	$-13,269	$12,611	-2.1%

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

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
MAGGIE ARIAS-PETREL	President	1.00	Director	$0	$0	$0
ROBERT DOLAN	Director	1.00	Director	$0	$0	$0
LINDA ESPOSITO	Treasurer/Sec	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	$15,000	$28,269	$5,214	$-13,269
2023	$121,632	$109,021	$20,061	$12,611
2022	$20,000	$15,294	$6,450	$4,706
2021	$146,447	$152,258	$1,744	$-5,811
2020	$55,292	$77,176	$7,555	$-21,884
2019	$37,750	$8,750	$29,439	$29,000
2018	$-1,960	No data	$439	No data

SANDY PELTYN FOUNDATION FOR EXCELLENCE