PELLSTON EDUCATION FOUNDATION (EIN 872043632) - 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

CARLIN SMITH

Phone

2313403480

Tax Period

2025-01-01 to 2025-12-31

PELLSTON EDUCATION FOUNDATION, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $475K in total revenue in fiscal year 2025. Revenue surged 444% from the prior year, signaling strong growth momentum. The organization ran a surplus of $447K, a strong 94% operating margin.

Mission

PROVIDE EDUCATIONAL AND OTHER SUPPORT TO STUDENTS ENROLLED IN THE PELLSTON PUBLIC SCHOOLS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $458,533

Program Service Revenue $0

Investment Income $26,595

Other Revenue $-9,979

TOTAL REVENUE $475,149

Expense Breakdown

Grants Paid $23,354

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,240

Other Expenses $4,886

TOTAL EXPENSES $28,240

Year-over-Year Comparison

	2025	2024	Change
Revenue	$475,149	$87,303	+4.4%
Expenses	$28,240	$23,860	+0.2%
Net Income	$446,909	$63,443	+6.0%

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
DON BALL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN DUFFEY	TRUSTEE	1.00	Director	$0	$0	$0
KIM JUTSON	TRUSTEE	1.00	Director	$0	$0	$0
PATRICIA MALLORY	TRUSTEE	1.00	Director	$0	$0	$0
SERENITY DANKERT	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS LITZNER	TRUSTEE	1.00	Director	$0	$0	$0
CARLIN SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK WAGENSCHUTZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GENNIE BRICKER	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH GEORGE	SECRETARY	1.00	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	$475,149	$28,240	$761,352	$446,909

PELLSTON EDUCATION FOUNDATION