PENN STATE ALUMNI ASSOCIATION LANC CO CHAPTER (EIN 222952039) - 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

1988

Legal Domicile

Principal Officer

Scott Shonk

Tax Period

2021-07-01 to 2022-06-30

PENN STATE ALUMNI ASSOCIATION LANC CO CHAPTER, founded in 1988, is a small nonprofit that reported $103K in total revenue in fiscal year 2021. The organization ran a surplus of $42K, a strong 40% operating margin.

Mission

PROMOTES PENN STATE IN LANCASTER COUNTY BY PROVIDING SCHOLARSHIPS TO STUDENTS ATTENDING PENN STATE, SPONSORING TRIPS, DOING COMMUNITY SERVICE PROJECTS, AND SOCIAL ACTIVITIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $67,226

Program Service Revenue $0

Investment Income $35,032

Other Revenue $735

TOTAL REVENUE $102,993

Expense Breakdown

Grants Paid $25,400

Salaries & Benefits $0

Fundraising Expenses $25,710

Program Expenses $26,129

Other Expenses $35,956

TOTAL EXPENSES $61,356

Year-over-Year Comparison

	2021	2020	Change
Revenue	$102,993	N/A	N/A
Expenses	$61,356	N/A	N/A
Net Income	$41,637	N/A	N/A

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
Derry Miller	Director	1.00	Director	$0	$0	$0
Kathy Ross	Director	1.00	Director	$0	$0	$0
Anthony Burkholder	Director	1.00	Director	$0	$0	$0
Carol Deem	Director	1.00	Director	$0	$0	$0
Glenda Ebersole	Director	1.00	Director	$0	$0	$0
Terry Zimmerman	Director	1.00	Director	$0	$0	$0
Francis Musso	Director	1.00	Director	$0	$0	$0
Richard Booth	Director	1.00	Director	$0	$0	$0
Charles Rost	Director	1.00	Director	$0	$0	$0
Fred Boland	Director	1.00	Director	$0	$0	$0
Helen Ebersole	Director	1.00	Director	$0	$0	$0
Kyla Ward	Social Chair	1.00	Officer Director	$0	$0	$0
Brian Tribbitt	Vice-presodent Communications	2.00	Officer	$0	$0	$0
Kyle Kraybill	Director	1.00	Officer	$0	$0	$0
Melissa Frill Esterly	Newsletter	2.00	Officer	$0	$0	$0
Glenn Bissinger	Vice-president	1.00	Officer	$0	$0	$0
Josh Deering	Secretary	2.00	Officer	$0	$0	$0
Rick Miller	Vice-president Membership	2.00	Officer	$0	$0	$0
Scott Shonk	President	2.00	Officer	$0	$0	$0
Corinne Mason	Director	1.00	Officer	$0	$0	$0
Perry A Stiefel	Treasurer	4.00	Officer	$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
2022	$102,993	$61,356	$388,560	$41,637

PENN STATE ALUMNI ASSOCIATION LANC CO CHAPTER