PENN FOUNDATION TRUST (EIN 010760254) - 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

2003

Legal Domicile

Principal Officer

H BRUCE DETWEILER

Phone

2152576551

Tax Period

2024-07-01 to 2025-06-30

PENN FOUNDATION TRUST, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $577K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $345K, a strong 60% operating margin.

Mission

TO RECEIVE CHARITABLE CONTRIBUTIONS, GRANTS, AND DONATIONS FOR THE PURPOSE OF ESTABLISHING, MAINTAINING, AND ADMINISTERING AN ENDOWMENT FUND AND OTHER FUNDS FOR THE BENEFIT OF PENN FOUNDATION, INC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,000

Program Service Revenue $0

Investment Income $571,253

Other Revenue $0

TOTAL REVENUE $577,253

Expense Breakdown

Grants Paid $169,667

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,667

Other Expenses $62,775

TOTAL EXPENSES $232,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$577,253	$382,632	+0.5%
Expenses	$232,442	$186,054	+0.2%
Net Income	$344,811	$196,578	+0.8%

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
H BRUCE DETWEILER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARVIN ANDERS	TREASURER	1.00	Officer Director	$0	$0	$0
DR CHARLES AMUSO	SECRETARY	1.00	Officer Director	$0	$0	$0
DR DONALD KRAYBILL	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET ZOOK	DIRECTOR	1.00	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	$577,253	$232,442	$8,368,131	$344,811
2024	$382,632	$186,054	$7,894,032	$196,578
2023	$263,555	$167,274	$7,273,094	$96,281
2022	$688,972	$796,332	$6,826,888	$-107,360
2021	$1,627,606	$331,715	$8,464,017	$1,295,891
2020	$340,115	$222,417	$6,129,467	$117,698
2019	$732,101	$728,998	$6,512,817	$3,103
2018	$633,453	$179,524	$6,554,533	$453,929

PENN FOUNDATION TRUST