College Park Friends Educational Association (EIN 941507823) - 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

1958

Legal Domicile

Principal Officer

Sandra Schwartz

Phone

5302763183

Tax Period

2023-01-01 to 2023-12-31

College Park Friends Educational Association, founded in 1958, is a small nonprofit that reported $956K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Net assets of $2.0M represent 25 months of operating reserves.

Mission

To steward diverse learning communities and educational programs.

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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 $336,010

Program Service Revenue $435,952

Investment Income $1,531

Other Revenue $183,001

TOTAL REVENUE $956,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $484,032

Fundraising Expenses $2,280

Program Expenses $323,991

Other Expenses $566,772

TOTAL EXPENSES $1,050,804

Year-over-Year Comparison

	2023	2022	Change
Revenue	$956,494	$794,193	+0.2%
Expenses	$1,050,804	$940,473	+0.1%
Net Income	$-94,310	$-146,280	-0.4%

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

$81,238

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandra Schwartz	Co-President	20.00	Director	$0	$0	$0
Alexa Hauser	Secretary	20.00	Director	$0	$0	$0
Phyllis Jewell	Director	20.00	Director	$0	$0	$0
Heidi Pidcoke	Co-President	5.00	Director	$0	$0	$0
Olivia Henry	Director	0.00	Director	$0	$0	$0
Dana Mallozzi	Treasurer	5.00	Director	$0	$0	$0
Lewis Sitzer	Director	10.00	Director	$0	$0	$0
Rebecca Young	Director	10.00	Director	$0	$0	$0
Jennifer Dickey	Director, Former IED	40.00	Director	$24,180	$0	$24,180
Coleen Hedglin	Executive Director	40.00	Director	$57,058	$0	$57,058
Mark Meyers	Director	5.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$956,494	$1,050,804	$2,429,434	$-94,310
2022	$794,193	$940,473	$2,372,137	$-146,280
2021	$573,852	$823,865	$2,629,030	$-250,013
2020	$2,468,168	$503,618	$3,090,572	$1,964,550
2019	$829,165	$762,803	$1,825,806	$66,362
2018	$525,588	$632,519	$1,880,382	$-106,931

College Park Friends Educational Association