Eton Academy (EIN 382298096) - 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

1980

Legal Domicile

Principal Officer

George Pullen

Phone

2486421150

Tax Period

2024-07-01 to 2025-06-30

Eton Academy, founded in 1980, is a community nonprofit in the Education sector that reported $7.8M in total revenue in fiscal year 2024. Expenses of $7.1M left a modest 8% surplus.

Mission

To provide educational assistance to learning disabled.

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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 $1,156,423

Program Service Revenue $6,141,994

Investment Income $456,771

Other Revenue $-2,545

TOTAL REVENUE $7,752,643

Expense Breakdown

Grants Paid $381,710

Salaries & Benefits $4,510,922

Fundraising Expenses $806,790

Program Expenses $4,821,634

Other Expenses $2,208,315

TOTAL EXPENSES $7,100,947

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,752,643	$7,767,400	0.0%
Expenses	$7,100,947	$6,426,507	+0.1%
Net Income	$651,696	$1,340,893	-0.5%

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

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

$475,347

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Plotzke	Treasurer	2.00	Officer Director	$0	$0	$0
Lawrence Bluth	Secretary	2.00	Officer Director	$0	$0	$0
Mark Goodman	Trustee	1.00	Director	$0	$0	$0
Patricia Hartmann	President	2.00	Officer Director	$0	$0	$0
Kevin Stoutermire	Trustee	1.00	Director	$0	$0	$0
Sonia Ajluni Pastore	Trustee	1.00	Director	$0	$0	$0
Victoria Steward	Trustee	1.00	Director	$0	$0	$0
Bill Weatherston	Trustee	1.00	Director	$0	$0	$0
Victor Gwaltney	Trustee	1.00	Director	$0	$0	$0
Ben Viglianti	Vice President	2.00	Officer Director	$0	$0	$0
Drew Miller	Trustee	1.00	Director	$0	$0	$0
Jacqueline Thompson	Trustee	1.00	Director	$0	$0	$0
Brett Homovec	Trustee	1.00	Director	$0	$0	$0
Neena Colbert-James	Trustee	1.00	Director	$0	$0	$0
Dan Summers III	Trustee	1.00	Director	$0	$0	$0
Shelly Millerwise	PSO President/Board Representative	2.00	Officer	$0	$0	$0
George J Pullen	Head of School	40.00	Key Emp	$426,785	$48,562	$475,347
Penelope Christianson Hewer	Head of Academics	40.00	Highest	$160,078	$32,077	$192,155
Jamie Gannon	Lower School Director	40.00	Highest	$126,717	$28,114	$154,831
Ellen Tatone	COO	40.00	Highest	$148,231	$34,190	$182,421
Diana Pode-Degroot	Upper School Director	40.00	Highest	$118,156	$25,083	$143,239

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	$7,752,643	$7,100,947	$21,357,038	$651,696
2024	$7,767,400	$6,426,507	$20,033,340	$1,340,893
2022	$7,589,051	$6,744,912	$18,448,063	$844,139
2021	$8,548,124	$6,359,043	$18,917,917	$2,189,081
2020	$7,377,873	$6,860,949	$17,182,069	$516,924
2019	$7,634,556	$7,098,639	$16,699,864	$535,917

Eton Academy