PERRY TOWNSHIP EDUCATION FOUNDATION

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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

1995

Legal Domicile

Principal Officer

DELVAN ROEHLING

Phone

3177892395

Tax Period

2024-01-01 to 2024-12-31

PERRY TOWNSHIP EDUCATION FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $247K in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 24% operating margin.

Mission

THE CORPORATION IS ORGANIZED EXCLUSIVELY TO PROMOTE AND SUPPORT EDUCATION; TO RECEIVE AND ADMINISTER FUNDS FOR SUCH ADDITIONAL AND CHARITABLE PURPOSES AS RELATED TO AND IN SUPPORT OF THE CURRICULAR AND EXTRACURRICULAR ACTIVITIES, PROGRAMS AND FACILITIES OF THE PUBLIC SCHOOLS OPERATED BY THE BOARD OF EDUCATION OF THE METROPOLITAN SCHOOL DISTRICT OF PERRY TOWNSHIP.

Program Service Accomplishments

Program 1

Expenses: $120,698

PERRY TOWNSHIP EDUCATION FOUNDATION, INC. (THE FOUNDATION) PROVIDES GRANT FUNDS FOR UNIQUE PROJECTS TO PROMOTE LEARNING IN PERRY TOWNSHIP.

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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 $106,503

Program Service Revenue $0

Investment Income $132,364

Other Revenue $8,140

TOTAL REVENUE $247,007

Expense Breakdown

Grants Paid $67,922

Salaries & Benefits $71,525

Fundraising Expenses $27,594

Program Expenses $120,698

Other Expenses $49,311

TOTAL EXPENSES $188,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,007	$146,004	+0.7%
Expenses	$188,758	$198,058	0.0%
Net Income	$58,249	$-52,054	-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

Employees

Volunteers

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
DUSTIN HITE	PRESIDENT	3.00	Officer Director	$0	$0	$0
DELVAN ROEHLING	TREASURER	3.00	Officer Director	$0	$0	$0
MONICA PONCE	SECRETARY	2.00	Officer Director	$0	$0	$0
PATRICK SPRAY	SUPERINTENDE	1.00	Director	$0	$0	$0
CHARLES T STUMPF JR	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
MEGAN BUEHLER	BOARD MEMBER	0.50	Director	$0	$0	$0
KEVIN KOONTZ	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDY MAY	BOARD MEMBER	0.50	Director	$0	$0	$0
JASON BRATINA	BOARD MEMBER	0.50	Director	$0	$0	$0
JIM SULLIVAN	BOARD MEMBER	0.50	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	$247,007	$188,758	$2,016,831	$58,249
2023	$146,004	$198,058	$1,900,187	$-52,054
2022	$150,802	$111,895	$1,820,301	$38,907
2021	$254,444	$139,849	$2,057,827	$114,595
2020	$171,748	$113,987	$1,782,220	$57,761
2019	$174,876	$166,738	$2,090,270	$8,138
2018	$105,766	$187,934	$1,985,850	$-82,168