PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION (EIN 463562209) - 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

2013

Legal Domicile

Principal Officer

MARY AGNES MALTER

Phone

4843677553

Tax Period

2023-01-01 to 2023-12-31

PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION, founded in 2013, is a small nonprofit in the Employment sector that reported $675K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $252K, a strong 37% operating margin.

Mission

TO PROVIDE PROFESSIONAL DEVELOPMENT FOR BUSINESS OFFICERS AND OTHER BUSINESS PERSONNEL OF NONPROFIT, INDEPENDENT EDUCATIONAL INSTITUTIONS IN THE PHILADELPHIA AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $281,459

Investment Income $23,217

Other Revenue $370,275

TOTAL REVENUE $674,951

Expense Breakdown

Grants Paid $0

Salaries & Benefits $252,659

Fundraising Expenses $0

Program Expenses $319,331

Other Expenses $170,065

TOTAL EXPENSES $422,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$674,951	$601,615	+0.1%
Expenses	$422,724	$352,071	+0.2%
Net Income	$252,227	$249,544	+0.0%

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

$277,622

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN HAPEMAN	CHAIR EMERITUS	1.00	Officer Director	$0	$0	$0
ROB MARCANTUONO	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER SHARP	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT FAULKINGHAM	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHEN VALENTINE	TREASURER	1.00	Officer Director	$0	$0	$0
MARY MEHALA	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL BEATON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL DYSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN WERTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN FORD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS DWYER	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIA POSTERARO	BOARD MEMBER	1.00	Director	$0	$0	$0
NAVA HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
RON LANCE	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN MCMENAMIN	BOARD MEMBER	1.00	Director	$0	$0	$0
BECKY MCCUDDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SYREETA WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY MCGIRR	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY AGNES MALTER	PRESIDENT AND CEO	28.00	Officer	$231,210	$46,412	$277,622

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	No data	No data	No data	No data
2023	$674,951	$422,724	$1,479,112	$252,227
2022	$601,615	$352,071	$1,251,759	$249,544
2021	$549,818	$324,426	$904,235	$225,392
2020	$533,217	$359,999	$650,401	$173,218
2019	$599,822	$356,969	$464,433	$242,853
2018	$508,755	$368,258	$266,032	$140,497

PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION