METHACTON EDUCATION FOUNDATION

EIN: 264751225 501(c)(3) Education

EAGLEVILLE, PA

Total Revenue
$387,676
Total Expenses
$372,594
Total Assets
$656,222
Net Assets
$656,222
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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
Legal Domicile
PA
Principal Officer
SHANNON PEFFER
Phone
6104895000
Tax Period
2022-07-01 to 2023-06-30

METHACTON EDUCATION FOUNDATION, founded in 2009, is a small nonprofit in the Education sector that reported $388K in total revenue in fiscal year 2022. Expenses of $373K left a modest 4% surplus.

Mission

TO SUPPORT QUALITY EDUCATION PROGRAMS FOR METHACTON SCHOOL DISTRICT

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $387,208
Program Service Revenue $0
Investment Income $0
Other Revenue $468
TOTAL REVENUE $387,676

Expense Breakdown

Grants Paid $260,285
Salaries & Benefits $80,534
Fundraising Expenses $31,762
Program Expenses $281,813
Other Expenses $31,775
TOTAL EXPENSES $372,594

Year-over-Year Comparison

2022 2021 Change
Revenue $387,676 $379,288 +0.0%
Expenses $372,594 $179,894 +1.1%
Net Income $15,082 $199,394 -0.9%
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

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Governance

Voting Members
20
Independent Members
20
Employees
1
Volunteers
75

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
5
$36,611
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHANNON PEFFER PRESIDENT 3.00
Officer Director
$0 $0 $0
DR THOMAS RUTH VICE PRESIDENT 3.00
Officer Director
$0 $0 $0
JOSEPH BUSILLO TREASURER 3.00
Officer Director
$0 $0 $0
MARIJANE BARBONE SECRETARY 3.00
Officer Director
$0 $0 $0
GARY GALLAGHER MEMBER 3.00
Director
$0 $0 $0
DR WINIFRED HAYES MEMBER 3.00
Director
$0 $0 $0
JIM BEAM MEMBER 1.00
Director
$0 $0 $0
BETSY TECCO MEMBER 1.00
Director
$0 $0 $0
DR JUDY HORROCKS MEMBER 2.00
Director
$0 $0 $0
MICHELLE KIRSCHNER MEMBER 1.00
Director
$0 $0 $0
BETH ANN BITTNER MAZZA MEMBER 1.00
Director
$0 $0 $0
BRYAN HOFFMAN MEMBER 1.00
Director
$0 $0 $0
MATT ALZAMORA MEMBER 1.00
Director
$0 $0 $0
JAMES ARONOW MEMBER 1.00
Director
$0 $0 $0
JEFFREY RIEDER MEMBER 1.00
Director
$0 $0 $0
AMY SMITH MEMBER 1.00
Director
$0 $0 $0
STEPHANIE SAWYER MEMBER 1.00
Director
$0 $0 $0
CHRISTINE STEERE MEMBER 1.00
Director
$0 $0 $0
SEMIRA PERDUE MEMBER 1.00
Director
$0 $0 $0
LAWRENCE REICH MEMBER 1.00
Director
$0 $0 $0
DONNA PIERGALLINI EXECUTIVE DIRECTOR 40.00
Officer
$36,611 $0 $36,611
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 No data No data No data No data
2024 No data No data No data No data
2023 $387,676 $372,594 $656,222 $15,082
2022 $379,288 $179,894 $641,140 $199,394
2021 $518,650 $399,821 $441,746 $118,829
2020 $335,604 $174,329 $322,917 $161,275
2019 $278,305 $272,604 $161,642 $5,701
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