THE NLHA EDUCATION FUND (EIN 421717667) - 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

2007

Legal Domicile

Principal Officer

DENISE MUHA

Phone

2027858888

Tax Period

2024-03-01 to 2025-02-28

THE NLHA EDUCATION FUND, founded in 2007, is a small nonprofit in the Education sector that reported $102K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $116K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS SEEKING HIGHER EDUCATION

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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 $101,515

Program Service Revenue $0

Investment Income $71

Other Revenue $0

TOTAL REVENUE $101,586

Expense Breakdown

Grants Paid $70,231

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,231

Other Expenses $45,935

TOTAL EXPENSES $116,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,586	$174,209	-0.4%
Expenses	$116,166	$79,002	+0.5%
Net Income	$-14,580	$95,207	-1.2%

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
ALLAN ISBITZ	DIRECTOR	1.00	Director	$0	$0	$0
JIM LAMPMAN	DIRECTOR	1.00	Director	$0	$0	$0
JANET CHARLTON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER DIONNE	DIRECTOR	1.00	Director	$0	$0	$0
KATIE GOAR	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN NEUN	DIRECTOR	1.00	Director	$0	$0	$0
NANETTE ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
PATTI SHWAYDER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN WILSON	DIRECTOR	1.00	Director	$0	$0	$0
TERRI PRESTON	DIRECTOR	1.00	Director	$0	$0	$0
DENISE B MUHA	SECRETARY	1.00	Officer	$0	$0	$0
JOSIE KOTSIORIS	PRESIDENT	1.00	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	$101,586	$116,166	$850,475	$-14,580
2024	$174,209	$79,002	$865,055	$95,207
2023	$129,198	$64,835	$769,848	$64,363
2022	$95,263	$84,209	$706,272	$11,054
2021	$101,797	$83,973	$695,218	$17,824
2020	$171,911	$124,766	$677,394	$47,145
2019	$172,869	$112,163	$630,249	$60,706

THE NLHA EDUCATION FUND