NORTHWESTERN LEHIGH EDUCATIONAL FOUNDATION INC (EIN 593793641) - 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

2005

Legal Domicile

Principal Officer

MATTHEW KONCZ

Phone

6102988661

Tax Period

2024-07-01 to 2025-06-30

NORTHWESTERN LEHIGH EDUCATIONAL FOUNDATION INC, founded in 2005, is a small nonprofit in the Education sector that reported $280K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $247K left a modest 12% surplus.

Mission

TO HELP IN THE EDUCATION OF STUDENTS AT NORTHWESTERN LEHIGH SCHOOL DISTRICT

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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 $275,356

Program Service Revenue $0

Investment Income $828

Other Revenue $3,496

TOTAL REVENUE $279,680

Expense Breakdown

Grants Paid $168,967

Salaries & Benefits $43,869

Fundraising Expenses $43,869

Program Expenses $168,967

Other Expenses $34,270

TOTAL EXPENSES $247,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,680	$212,540	+0.3%
Expenses	$247,106	$219,498	+0.1%
Net Income	$32,574	$-6,958	-5.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE KILE	PRESIDENT	2.00	Officer Director	$0	$0	$0
ERIN VERMEULEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE KASCHAK	SECRETARY	2.00	Officer Director	$0	$0	$0
MATTHEW KONCZ	TREASURER	2.00	Officer Director	$0	$0	$0
DANIEL MACAULAY	BOARD MEMBER	2.00	Director	$0	$0	$0
DJ WOLBERT	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY ZELLNER	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTEN GRIM	BOARD MEMBER	2.00	Director	$0	$0	$0
CLARE COUPE SCOTT	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL PERINOTTI	BOARD MEMBER	2.00	Director	$0	$0	$0
JOE VERLARDE	BOARD MEMBER	2.00	Director	$0	$0	$0
GREGORY J KUHN	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH HALPIN	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES WARFEL	BOARD MEMBER	2.00	Director	$0	$0	$0
KATIE STRAUGHN	BOARD MEMBER	2.00	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
2025	$279,680	$247,106	$96,664	$32,574
2024	$212,540	$219,498	$64,090	$-6,958
2023	$201,206	$211,180	$71,048	$-9,974
2022	$213,095	$247,452	$81,022	$-34,357
2021	$188,669	$189,057	$115,379	$-388
2020	$165,939	$172,822	$115,767	$-6,883
2019	$180,879	$177,573	$122,650	$3,306

NORTHWESTERN LEHIGH EDUCATIONAL FOUNDATION INC