THE PENNSYLVANIA SOCIETY (EIN 222688274) - 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

1985

Legal Domicile

Principal Officer

PATRICIA WELLENBACH

Phone

2152332650

Tax Period

2024-07-01 to 2025-06-30

THE PENNSYLVANIA SOCIETY, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $939K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $419K, a strong 45% operating margin.

Mission

THE PENNSYLVANIA SOCIETY IS A NON-PROFIT PATRIOTIC AND CHARITABLE ORGANIZATION FOUNDED TO ENCOURAGE SERVICE TO THE COMMONWEALTH OF PA AND ITS CITIZENRY BY IMPROVING BONDS OF FRIENDSHIP AND CHARITABLE GOOD WORKS

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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 $1,485,678

Program Service Revenue $0

Investment Income $17,212

Other Revenue $-563,738

TOTAL REVENUE $939,152

Expense Breakdown

Grants Paid $37,000

Salaries & Benefits $371,550

Fundraising Expenses $43,463

Program Expenses $306,810

Other Expenses $111,325

TOTAL EXPENSES $519,875

Year-over-Year Comparison

	2024	2023	Change
Revenue	$939,152	$702,739	+0.3%
Expenses	$519,875	$630,476	-0.2%
Net Income	$419,277	$72,263	+4.8%

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

Volunteers

N/A

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

$236,622

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA WELLENBACH	PRESIDENT	5.00	Officer Director	$0	$0	$0
EVAN S FRAZIER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GREGORY S BENTLEY	SECRETARY	4.00	Officer Director	$0	$0	$0
TIMOTHY NECASTRO	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL BRODY	COUNCILOR	1.00	Director	$0	$0	$0
MICHAEL BRUBAKER	COUNCILOR	1.00	Director	$0	$0	$0
LOUIS DENAPLES JR	COUNCILOR	1.00	Director	$0	$0	$0
MICHAEL DEVANNEY	COUNCILOR	1.00	Director	$0	$0	$0
STEPHEN FERA	COUNCILOR	1.00	Director	$0	$0	$0
ELIZABETH HAVEY	COUNCILOR	1.00	Director	$0	$0	$0
MARIA SORDINI HUDACEK	COUNCILOR	1.00	Director	$0	$0	$0
MICHAEL A INNOCENZO	COUNCILOR	1.00	Director	$0	$0	$0
DUSTY E KIRK	COUNCILOR	1.00	Director	$0	$0	$0
CHANDRA LALVANI	COUNCILOR	1.00	Director	$0	$0	$0
JOHN LAWN	COUNCILOR	1.00	Director	$0	$0	$0
KEITH LEAPHART	COUNCILOR	1.00	Director	$0	$0	$0
SUZANNE MAYES	COUNCILOR	1.00	Director	$0	$0	$0
MIKE MOLEWSKI	COUNCILOR	1.00	Director	$0	$0	$0
LISA PRESTA	COUNCILOR	1.00	Director	$0	$0	$0
VELMA A REDMOND	COUNCILOR	1.00	Director	$0	$0	$0
JAMES SCHULTZ	COUNCILOR	1.00	Director	$0	$0	$0
KAREN WINNER SED	COUNCILOR	1.00	Director	$0	$0	$0
SUSIE SHAH	COUNCILOR	1.00	Director	$0	$0	$0
MICHELLE SINGER	COUNCILOR	1.00	Director	$0	$0	$0
JAMES SPENCER	COUNCILOR	1.00	Director	$0	$0	$0
CHRISTINE TORETTI	COUNCILOR	1.00	Director	$0	$0	$0
JOHN VENTURA	COUNCILOR	1.00	Director	$0	$0	$0
JULIEN SCRANTON	EXEC DIRECTOR UNTIL 03/15/24	45.00	Officer	$66,504	$13,091	$79,595
HEATHER GREENLEAF	EXEC DIRECTOR FROM 3/4/24	45.00	Officer	$118,711	$38,316	$157,027

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	$939,152	$519,875	$1,255,355	$419,277
2024	$702,739	$630,476	$842,766	$72,263
2023	$674,823	$551,474	$766,226	$123,349
2022	$444,977	$529,461	$677,524	$-84,484
2021	$166,252	$280,766	$801,635	$-114,514
2020	$501,226	$477,698	$880,247	$23,528
2019	$420,525	$487,021	$1,124,296	$-66,496
2018	$494,387	$579,174	$1,331,195	$-84,787

THE PENNSYLVANIA SOCIETY