Southern Lehigh Education Foundation

Nonprofit profile at a glance

EIN
202514811
IRS 990-EZ coverage
2022–2023
Forms available
Form 990-EZ 2023
Location
Center Valley, PA, USA
Phone
9175353534
Rating
63
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$43,279
Expenses
$11,193
Assets
$67,729
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • James Zellner (President)
  • Colin Keefe (Vice President)

People named in this filing

  • James Zellner (President)
  • Colin Keefe (Vice President)
  • Peter Bio (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation is organized and shall be operated for charitable and educational purposes within th emeeaning of Section 501c3 of the IRS Code to engage in fundraising and other efforts in support of public education provided by the Southern Lehigh School District.

What it reported doing in 2023

Science Explorer Donation to Southern Lehigh School district and payment of dual enrollment cost for HS students taking college level courses

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 71% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 31
  • Transparency & Controls: 100
  • Sustainability: 85
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 15.1%; rating input score 15
  • Program expense ratio: 58.3%; rating input score 58

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 74.1%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 6.05; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 195.6% per year; rating input score 100; 100th percentile among comparable filings
  • Asset growth: 62.1% per year; rating input score 100; 96th percentile among comparable filings

Details

  • Where the money goes: 15.1% of revenue deployed · 58.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $7K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2022 to 2023
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 15/100.
  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.