PENNS VALLEY EDUCATION FOUNDATION … - Form 990 Financial Data

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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

2015

Legal Domicile

Principal Officer

JOHN ZERBY

Phone

8145316611

Tax Period

2024-07-01 to 2025-06-30

PENNS VALLEY EDUCATION FOUNDATION INC, founded in 2015, is a small nonprofit in the Education sector that reported $108K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $42K, a strong 39% operating margin.

Mission

TO ENHANCE EDUCATION OPPORTUNITIES

Program Service Accomplishments

Program 1

Expenses: $55,614

TO PROCURE, MANAGE, AND DISTRIBUTE FUNDS TO ENHANCE EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS IN THE PENNS VALLEY AREA SCHOOL DISTRICT BEYOND WHAT LOCAL, STATE, AND FEDERAL TAX MONIES CAN SUPPORT.

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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 $107,957

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $107,957

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,337

Program Expenses $55,614

Other Expenses $66,046

TOTAL EXPENSES $66,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,957	$162,395	-0.3%
Expenses	$66,046	$53,004	+0.2%
Net Income	$41,911	$109,391	-0.6%

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
DUSTIN ZETTLE	MEMBER	1.00	Director	$0	$0	$0
HEATHER CARD	MEMBER	1.00	Director	$0	$0	$0
SHELLY BEAMESDERFER	MEMBER	1.00	Director	$0	$0	$0
ANGELA AUMAN	MEMBER	1.00	Director	$0	$0	$0
SAM RUDY	MEMBER	1.00	Director	$0	$0	$0
JOHN ZERBY	PRESIDENT	10.00	Officer	$0	$0	$0
DANIELLE YODER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
PATTI SCHWIER	SECRETARY	3.00	Officer	$0	$0	$0
DOUGLAS WELCH	TREASURER	3.00	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	$107,957	$66,046	$552,690	$41,911

PENNS VALLEY EDUCATION FOUNDATION INC