NEWPORT HEIGHTS ELEMENTARY FOUNDATION (EIN 330871507) - 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

2001

Legal Domicile

Principal Officer

MICHELE PESCHELT

Phone

9495250002

Tax Period

2024-09-01 to 2025-08-31

NEWPORT HEIGHTS ELEMENTARY FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $437K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

PROVIDE SUPPORT TO PUBLIC 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 $139,028

Program Service Revenue $283,773

Investment Income $14,086

Other Revenue $0

TOTAL REVENUE $436,887

Expense Breakdown

Grants Paid $313,418

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $448,764

Other Expenses $136,571

TOTAL EXPENSES $449,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,887	$307,960	+0.4%
Expenses	$449,989	$286,870	+0.6%
Net Income	$-13,102	$21,090	-1.6%

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
ANDREA BIRD-STEINER	VICE PRESIDE	N/A	Officer	$0	$0	$0
JOSH MEEK	CFO	N/A	Officer	$0	$0	$0
MICHELE PESCHELT	PRESIDENT	N/A	Officer	$0	$0	$0
KARA TAYLOR	TREASURER	N/A	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	$436,887	$449,989	$574,489	$-13,102
2024	No data	No data	No data	No data
2023	$407,774	$371,010	$566,501	$36,764
2022	$467,046	$296,443	$529,737	$170,603
2021	$304,560	$308,195	$359,134	$-3,635
2020	$201,391	$361,720	$362,769	$-160,329
2019	$439,042	$217,641	$523,098	$221,401
2018	$227,056	$298,224	$301,697	$-71,168

NEWPORT HEIGHTS ELEMENTARY FOUNDATION