Allentown School District Foundation (EIN 270743152) - 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

Legal Domicile

Principal Officer

Ibi Balog

Phone

4847654121

Tax Period

2023-07-01 to 2024-06-30

Allentown School District Foundation, founded in 2009, is a small nonprofit in the Education sector that reported $524K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $81K, a strong 15% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO ENCOURAGE, PROMOTE SUPPORT, AND FUND POSITIVE EDUCATIONAL EXPERIENCES FOR STUDENTS IN THE ALLENTOWN 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $414,694

Program Service Revenue $0

Investment Income $21,351

Other Revenue $88,109

TOTAL REVENUE $524,154

Expense Breakdown

Grants Paid $178,985

Salaries & Benefits $135,087

Fundraising Expenses $30,962

Program Expenses $344,934

Other Expenses $129,076

TOTAL EXPENSES $443,148

Year-over-Year Comparison

	2023	2022	Change
Revenue	$524,154	$586,682	-0.1%
Expenses	$443,148	$525,313	-0.2%
Net Income	$81,006	$61,369	+0.3%

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

Volunteers

135

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
Julie Ambrose	Executive Director	0.00		$57,288	$0	$57,288
Erika Sutherland	Member	2.00	Director	$0	$0	$0
Dan Bosket	Past President	4.00	Director	$0	$0	$0
Laudy Allan	Director	2.00	Director	$0	$0	$0
Tonya M Harris	President	2.00	Director	$0	$0	$0
Peter J Kareha	Director	2.00	Director	$0	$0	$0
Ralph S Todd	Director	2.00	Director	$0	$0	$0
Carol D Birks	Director	2.00	Director	$0	$0	$0
Mark Emerick	Director	2.00	Director	$0	$0	$0
Kay Kurtz	Director	2.00	Director	$0	$0	$0
Rashid Santiago	Director	2.00	Director	$0	$0	$0
Rob Schmidt	Vice President	2.00	Officer Director	$0	$0	$0
Donald E Hinkle	Director	2.00	Director	$0	$0	$0
D'NESE SOKOLOWSKI	Director	2.00	Director	$0	$0	$0
Donald Wieand	Director	2.00	Director	$0	$0	$0
Audrey Mathison	Director	2.00	Director	$0	$0	$0
Humberto Ortiz	Director	2.00	Director	$0	$0	$0
Angela Nolan	Director	4.00	Director	$0	$0	$0
Joseph Petro	Director	2.00	Director	$0	$0	$0
Elizabeth Sewards	Director	2.00	Director	$0	$0	$0
Ibi Balog	Treasurer	4.00	Officer	$0	$0	$0
Rev Canon Maria Tjeltveit	Secretary	4.00	Officer	$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	No data	No data	No data	No data
2024	$524,154	$443,148	$1,494,392	$81,006
2023	$586,682	$525,313	$1,333,464	$61,369
2022	$701,523	$599,119	$1,250,624	$102,404
2021	$2,746,450	$2,733,906	$1,280,368	$12,544
2020	$927,404	$573,828	$1,259,742	$353,576
2019	$842,153	$656,094	$873,533	$186,059

Allentown School District Foundation