CHARLOTTE MASON EDUCATIONAL CENTER OF PENNSYLVANIA (EIN 810787670) - 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

2015

Legal Domicile

Principal Officer

ERIN DALY

Phone

6102096614

Tax Period

2023-07-01 to 2024-06-30

CHARLOTTE MASON EDUCATIONAL CENTER OF PENNSYLVANIA, founded in 2015, is a small nonprofit in the Education sector that reported $569K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $502K left a modest 12% surplus.

Mission

CHARLOTTE MASON EDUCATIONAL CENTER OF PENNSYLVANIA WILL PROVIDE EDUCATIONAL PROGRAMS, DEVELOPMENT, TRAINING AND SUPPORT FOR THE STUDY AND ADVANCEMENT OF CHARLOTTE MASON'S EDUCATIONAL PHILOSOPHY AND METHODS

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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 $4,250

Program Service Revenue $562,867

Investment Income $133

Other Revenue $1,282

TOTAL REVENUE $568,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $330,923

Fundraising Expenses $0

Program Expenses $432,370

Other Expenses $171,429

TOTAL EXPENSES $502,352

Year-over-Year Comparison

	2023	2022	Change
Revenue	$568,532	$612,565	-0.1%
Expenses	$502,352	$537,723	-0.1%
Net Income	$66,180	$74,842	-0.1%

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

$111,425

Total Directors

$92,658

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CELESTE CRUZ	MEMBER	40.00	Director	$92,658	$0	$92,658
AMY SNELL	PRESIDENT	40.00	Officer	$91,425	$0	$91,425
ERIN DALY	SECRETARY	20.00	Officer	$20,000	$0	$20,000
CAMILLE MALUCCI	MEMBER	1.00	Director	$0	$0	$0
JUSTIN DALY	TREASURER	1.00	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	No data	No data	No data	No data
2024	$568,532	$502,352	$414,367	$66,180
2023	$612,565	$537,723	$350,347	$74,842
2022	$401,955	$299,015	$275,505	$102,940
2021	$203,214	$138,337	$172,565	$64,877

CHARLOTTE MASON EDUCATIONAL CENTER OF PENNSYLVANIA