PENNSYLVANIA ASSOCIATION OF INTERMEDIATE UNITS (EIN 208344361) - 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

1990

Legal Domicile

Principal Officer

DR SHAWN KOVAC

Phone

7177328464

Tax Period

2023-07-01 to 2024-06-30

PENNSYLVANIA ASSOCIATION OF INTERMEDIATE UNITS, founded in 1990, is a community nonprofit in the Education sector that reported $9.7M in total revenue in fiscal year 2023.

Mission

ADVOCATE FOR EQUITABLE DELIVERY OF HIGH-QUALITY SERVICE TO THE SCHOOLS AND DISTRICTS OF THE STATE. CREATE OPPORTUNITIES FOR PARTNERSHIPS, STATEWIDE MARKETING AND ENTREPRENEURISM. CREATE AN EQUITY OF OPPORTUNITY AMONG THE MEMBERS. ADVOCATE FOR STRONG INDIVIDUAL INTERMEDIATE UNITS AT THE SAME TIME WE DEVELOP A STRONG NETWORK STATEWIDE. LEVERAGE AND FOCUS THE RESOURCES OF THE INDIVIDUAL INTERMEDIATE UNITS FOR THE BENEFIT OF THE ENTIRE NETWORK. ENHANCE THE REPUTATION AND INCREASE THE INFLUENCE OF THE STATE NETWORK OF INTERMEDIATE UNITS. OPERATE FROM A COMMON PHILOSOPHY AND APPLY THE SET OF PAIU GUIDING PRINCIPLES - ESPECIALLY ABOUT HOW THE INTERMEDIATE UNITS CAN OPERATE EFFECTIVELY IN A MARKET ENVIRONMENT. PROVIDE TECHNICAL ASSISTANCE AND SUPPORT TO MEMBER INTERMEDIATE UNITS. INTERPRET PUBLIC POLICY AND ISSUES. INFLUENCE PUBLIC POLICY DEVELOPMENT AND IMPLEMENTATION. REPRESENT THE MEMBERSHIP TO OTHER ORGANIZATIONS. KEEP THE MEMBERS INFORMED OF EMERGING TRENDS AND ISSUES.

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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 $9,430,154

Program Service Revenue $244,239

Investment Income $14,671

Other Revenue $0

TOTAL REVENUE $9,689,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $504,951

Fundraising Expenses $0

Program Expenses $9,381,720

Other Expenses $8,987,214

TOTAL EXPENSES $9,492,165

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,689,064	$9,604,584	+0.0%
Expenses	$9,492,165	$9,399,561	+0.0%
Net Income	$196,899	$205,023	0.0%

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

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

$220,702

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JOHN J GEORGE	EXECUTIVE DI	50.00	Officer	$198,608	$22,094	$220,702
DR DON MARTIN	PAST PRESIDE	3.00	Officer Director	$0	$0	$0
DR SHAWN KOVAC	PRESIDENT	3.00	Officer Director	$0	$0	$0
DR GREGORY S KOONS	TREASURER	2.00	Officer Director	$0	$0	$0
DR ROBERT SCHERRER	SECRETARY	2.00	Officer Director	$0	$0	$0
DR ANDRIA SAIA	PRESIDENT-EL	2.00	Officer Director	$0	$0	$0
DR SHANNON BRENNAN	DIRECTOR	2.00	Director	$0	$0	$0
DR BRIGETTE D MATSON	DIRECTOR	2.00	Director	$0	$0	$0
DR WAYNE N WALTERS	DIRECTOR	2.00	Director	$0	$0	$0
DR ERIC G ROSENDALE	DIRECTOR	2.00	Director	$0	$0	$0
DR TONY WATLINGTON	DIRECTOR	2.00	Director	$0	$0	$0
DR WAYDE KILLMEYER	DIRECTOR	2.00	Director	$0	$0	$0
DR MARIA EDELBERG	DIRECTOR	2.00	Director	$0	$0	$0
DR GEORGE F FIORE	DIRECTOR	2.00	Director	$0	$0	$0
BRADLEY E WHITMAN	DIRECTOR	2.00	Director	$0	$0	$0
DR MICHAEL STAHLMAN	DIRECTOR	2.00	Director	$0	$0	$0
DR REGINA C SPEAKER	DIRECTOR	2.00	Director	$0	$0	$0
DR MARK HOFFMAN	DIRECTOR	2.00	Director	$0	$0	$0
DR JASON A CONWAY	DIRECTOR	2.00	Director	$0	$0	$0
DR THOMAS BUTLER	DIRECTOR	2.00	Director	$0	$0	$0
DR ELAINE E EIB	DIRECTOR	2.00	Director	$0	$0	$0
DR CHRIS WOLFEL	DIRECTOR	2.00	Director	$0	$0	$0
BROCK BENSON	DIRECTOR	2.00	Director	$0	$0	$0
DR FRANCINE ENDLER	DIRECTOR	2.00	Director	$0	$0	$0
DR KATHLEEN SOTTILE	DIRECTOR	2.00	Director	$0	$0	$0
DR ANTHONY GRIECO	DIRECTOR	2.00	Director	$0	$0	$0
DR JEFF WEST	DIRECTOR	2.00	Director	$0	$0	$0
DR CHRISTINA STEINBACHER-REED	DIRECTOR	2.00	Director	$0	$0	$0
DR JOHN KURELJA	DIRECTOR	2.00	Director	$0	$0	$0
MATT STEM	DIRECTOR	2.00	Director	$0	$0	$0
DR JILL M HACKMAN	DIRECTOR	2.00	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	$9,689,064	$9,492,165	$3,560,474	$196,899
2023	$9,604,584	$9,399,561	$3,164,649	$205,023
2022	$8,346,263	$8,055,811	$2,765,211	$290,452
2021	$479,249	$410,791	$707,549	$68,458
2020	$453,054	$627,656	$560,964	$-174,602
2019	$819,733	$781,693	$711,365	$38,040

PENNSYLVANIA ASSOCIATION OF INTERMEDIATE UNITS