CHARTIERS VALLEY EDUCATION FOUNDATI

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Principal Officer

PATTY FIGORSKI

Phone

4123372153

Tax Period

2022-01-01 to 2022-12-31

CHARTIERS VALLEY EDUCATION FOUNDATI, founded in 2011, is a micro nonprofit in the Education sector that reported $14K in total revenue in fiscal year 2022. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $18K exceeded revenue, resulting in a 28% operating deficit.

Mission

THE ORGANIZATION IS DEDICATED TO SUPPORTING HIGH QUALITY INNOVATING INSTRUCTION AND TO REWARD ACADEMIC ACHIEVEMENT IN CHARTIERS VALLEY SCHOOL DISTRICT THROUGH DIRECT PROGRAMS AND EXPENSES, MINI-GRANTS, SCHOLARSHIPS, ENDOWMENTS, AND PARTNERSHIPS IN RECOGNITION OF OUTSTANDING TEACHING AND LEARNING.

Program Service Accomplishments

Program 1

Expenses: $17,533

THE ORGANIZATION IS DEDICATED TO SUPPORTING HIGH QUALITY INNOVATING INSTRUCTION AND TO REWARD ACADEMIC ACHIEVEMENT IN CHARTIERS VALLEY SCHOOL DISTRICT THROUGH DIRECT PROGRAMS AND EXPENSES...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $12,905

Program Service Revenue $0

Investment Income $1,278

Other Revenue $0

TOTAL REVENUE $14,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,533

Other Expenses $18,133

TOTAL EXPENSES $18,133

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,183	$62,184	-0.8%
Expenses	$18,133	$28,936	-0.4%
Net Income	$-3,950	$33,248	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
PATTY FIGORSKI	PRESIDENT	N/A	Officer Director	$0	$0	$0
PAM POLETTI	TREASURER	N/A	Officer 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
2022	$14,183	$18,133	$268,244	$-3,950
2021	$62,184	$28,936	$272,194	$33,248
2020	$200,848	$12,184	$238,946	$188,664