Forest Avenue Home & School Associa (EIN 342016160) - 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

1958

Legal Domicile

Tax Period

2023-08-01 to 2024-07-31

Forest Avenue Home & School Associa, founded in 1958, is a small nonprofit in the Education sector that reported $131K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 25% operating margin.

Mission

PTO Organization providing for the enrichment of the primary school education for the students of the Forest Avenue 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 (2023)

Revenue Breakdown

Contributions & Grants $91,549

Program Service Revenue $0

Investment Income $24

Other Revenue $38,968

TOTAL REVENUE $130,541

Expense Breakdown

Grants Paid $97,212

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,212

Other Expenses $1,091

TOTAL EXPENSES $98,303

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,541	$105,112	+0.2%
Expenses	$98,303	$62,286	+0.6%
Net Income	$32,238	$42,826	-0.2%

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
Mary Byra	Treasurer	2.00	Officer	$0	$0	$0
Michelle Schneider	Vice President	2.00	Officer	$0	$0	$0
Tricia Greene	Vice President	2.00	Officer	$0	$0	$0
Leigh Brodman	Co-President	2.00	Officer	$0	$0	$0
Amanda Mazza	Co-President	2.00	Officer	$0	$0	$0
Courtney Glick	Secretary	2.00	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
2024	$130,541	$98,303	$114,912	$32,238
2023	$105,112	$62,286	$85,298	$42,826
2022	$206,746	$208,560	$98,131	$-1,814
2018	$168,158	$162,613	$52,424	$5,545

Forest Avenue Home & School Associa