SCHALLENBERGER HOME AND SCHOOL ASSOCIATION (EIN 651163524) - 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

2003

Legal Domicile

Principal Officer

JULIE SMITH-REID

Phone

4085356253

Tax Period

2023-07-01 to 2024-06-30

SCHALLENBERGER HOME AND SCHOOL ASSOCIATION, founded in 2003, is a small nonprofit in the Education sector that reported $287K in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $219K, a strong 76% operating margin.

Mission

TO SUPPORT AND ENHANCE THE EDUCATIONAL PROGRAMS AND EDUCATIONAL ENVIRONMENT AT SCHALLENBERGER ELEMENTARY SCHOOL. TO FOSTER AND PROMOTE PARENT AND COMMUNITY INVOLVEMENT.

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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 $8,826

Program Service Revenue $0

Investment Income $6

Other Revenue $278,475

TOTAL REVENUE $287,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $-12,500

Program Expenses $77,561

Other Expenses $68,751

TOTAL EXPENSES $68,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$287,307	$133,493	+1.2%
Expenses	$68,751	$376,928	-0.8%
Net Income	$218,556	$-243,435	-1.9%

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
JULIE SMITH-REID	PRESIDENT	20.00	Officer Director	$0	$0	$0
MARYANNE D'ANTONIO	VP FUNDRAISING	5.00	Officer Director	$0	$0	$0
LORI DITTON	SECRETARY	5.00	Officer Director	$0	$0	$0
NICOLE KELLY	TREASURER	10.00	Officer Director	$0	$0	$0
MELISSA MARTIN	VP OF COMMUNICATIONS	5.00	Officer Director	$0	$0	$0
KRISTEN ATHERTON	VP OF MEMBERSHIP	5.00	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
2025	No data	No data	No data	No data
2024	$287,307	$68,751	$290,703	$218,556
2023	$133,493	$376,928	$72,147	$-243,435
2022	$207,307	$274,709	$315,582	$-67,402
2021	$60,204	$71,561	$382,984	$-11,357
2020	$184,789	$276,007	$394,342	$-91,218
2019	$302,282	$210,493	$485,560	$91,789

SCHALLENBERGER HOME AND SCHOOL ASSOCIATION