THE NATIVITY SCHOOL OF HARRISBURG FOUNDA (EIN 862115587) - 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

2021

Legal Domicile

Principal Officer

SHERI PHILLIPS LANE

Phone

7172365602

Tax Period

2023-07-01 to 2024-06-30

THE NATIVITY SCHOOL OF HARRISBURG FOUNDA, founded in 2021, is a small nonprofit in the Education sector that reported $402K in total revenue in fiscal year 2023. Revenue surged 328% from the prior year, signaling strong growth momentum. The organization ran a surplus of $391K, a strong 97% operating margin.

Mission

SUPPORT EDUCATION FOR MIDDLE SCHOOL, HIGH SCHOOL, AND COLLEGE STUDENTS FROM LOW INCOME FAMILIES.

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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 $0

Investment Income $401,721

Other Revenue $0

TOTAL REVENUE $401,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,638

TOTAL EXPENSES $10,638

Year-over-Year Comparison

	2023	2022	Change
Revenue	$401,721	$93,830	+3.3%
Expenses	$10,638	$13,657	-0.2%
Net Income	$391,083	$80,173	+3.9%

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

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
SHERI PHILLIPS LANE	PRESIDENT	1.00	Officer	$0	$0	$0
FRANK SOURBEER	TREASURER/SECRETARY	1.00	Officer	$0	$0	$0
KEVIN ZAK	VICE PRESIDENT	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	$401,721	$10,638	$1,337,749	$391,083
2023	$93,830	$13,657	$1,237,682	$80,173
2022	$86,925	$13,183	$1,116,512	$73,742
2021	$17,701	$3,453	$1,099,066	$14,248

THE NATIVITY SCHOOL OF HARRISBURG FOUNDA