WILLIAM M MEREDITH HOME AND SCHOOL ASSOCIATION (EIN 453558264) - 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

2011

Legal Domicile

Principal Officer

KAREN PLOUCQUET

Tax Period

2022-01-01 to 2022-12-31

WILLIAM M MEREDITH HOME AND SCHOOL ASSOCIATION, founded in 2011, is a small nonprofit in the Education sector that reported $133K in total revenue in fiscal year 2022. The organization ran a surplus of $21K, a strong 16% operating margin.

Mission

HOME AND SCHOOL ASSOCIATION FOR BENEFIT OF STUDENTS AND TEACHERS AT WILLIAM MEREDITH SCHOOL IN PHILADELPHIA, PA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $18,160

Program Service Revenue $0

Investment Income $0

Other Revenue $114,407

TOTAL REVENUE $132,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $31,698

Other Expenses $111,413

TOTAL EXPENSES $111,413

Year-over-Year Comparison

	2022	2021	Change
Revenue	$132,567	$131,706	+0.0%
Expenses	$111,413	$195,964	-0.4%
Net Income	$21,154	$-64,258	-1.3%

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
JAYSELLE AMPONIN	MEMBER AT LA	2.00	Officer	$0	$0	$0
DANIELLE ANZALONE	CO-TREASURER	5.00	Officer	$0	$0	$0
ALYSIA CACCURO	MEMBER AT LA	2.00	Officer	$0	$0	$0
JULIE FLOYD	MEMBER AT LA	2.00	Officer	$0	$0	$0
SHIYA FURSTENAU	CO-PRESIDENT	10.00	Officer	$0	$0	$0
STACY KOILOR	VICE PRESIDE	10.00	Officer	$0	$0	$0
ELIZABETH MAY	MEMBER AT LA	2.00	Officer	$0	$0	$0
MICHELLE O'BRIEN	MEMBER AT LA	2.00	Officer	$0	$0	$0
KAREN PLOUCQUET	CO-PRESIDENT	10.00	Officer	$0	$0	$0
JENNIFER PROCOPIO	RECORDING SE	2.00	Officer	$0	$0	$0
ANDREW RILEY	CO-TREASURER	5.00	Officer	$0	$0	$0
DANIELLE CORMIER SMITH	CORRESPONDIN	10.00	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
2022	$132,567	$111,413	$288,964	$21,154
2021	$131,706	$195,964	$270,644	$-64,258
2020	$92,874	$156,158	$295,225	$-63,284
2019	$190,797	$260,875	$329,547	$-70,078
2018	$204,881	$199,719	$346,975	$5,162

WILLIAM M MEREDITH HOME AND SCHOOL ASSOCIATION