PENNSYLVANIA FUNERAL DIRECTORS ASS… - Form 990 Financial Data

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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

1908

Legal Domicile

Principal Officer

KATHLEEN K RYAN

Phone

7175457215

Tax Period

2023-01-01 to 2023-12-31

PENNSYLVANIA FUNERAL DIRECTORS ASSOCIATION, founded in 1908, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $214K, a strong 19% operating margin.

Mission

TO PRESERVE, PROTECT AND PROMOTE THE INDEPENDENT AND FAMILY OWNED FUNERAL HOME AND THE TRADITIONAL FUNERAL.

Program Service Accomplishments

Program 1

ACTIVITIES INCLUDE PROMOTION OF THE INDUSTRY AND EDUCATION OF MEMBERSHIP AND THE PUBLIC THROUGH ANNUAL CONVENTION, PERIODIC PUBLICATIONS AND PUBLIC AWARENESS.

Program 2

PFDA PROVIDES ACCESS TO THE FUNERAL PROFESSION'S FINEST LEGAL EXPERTISE. WE PROVIDE LEGAL INFORMATION TO PFDA MEMBERS THROUGH COUNSEL MEMO'S, PFDA LEGAL/REGULATORY PUBLICATIONS AND CONSULTATIONS WITH...

Program 3

OUR COLLECTIVE VOICE ALLOWS US TO TAKE A STRONG LEGISLATIVE STANCE ON KEY ISSUES AFFECTING OUR PROFESSION. THE FUNERAL PROFESSION IS CHANGING RAPIDLY. THERE IS A CONTINUED INCREASE IN UNLICENSED...

OUR COLLECTIVE VOICE ALLOWS US TO TAKE A STRONG LEGISLATIVE STANCE ON KEY ISSUES AFFECTING OUR PROFESSION. THE FUNERAL PROFESSION IS CHANGING RAPIDLY. THERE IS A CONTINUED INCREASE IN UNLICENSED PRACTICIONERS OPERATING WITHIN AND OUTSIDE THE TRADITIONAL FUNERAL SERVICE. IF YOU ARE AN INVOLVED MEMBER OF PFDA, YOU CAN TAKE PART IN THE PROCESS AND HAVE A SAY ABOUT THE FUNERAL PROFESSION'S RESPONSE. NO OTHER ORGANIZATION EXISTS EXCLUSIVELY TO REPRESENT THE INTERESTS OF PENNSYLVANIA FUNERAL DIRECTORS IN TODAY'S RAPIDLY CHANGING ECONOMIC AND POLITICAL CLIMATE. PFDA ALSO PROVIDES PROGRAMS TO ADDRESS THE UNIQUE NEEDS AND CHALLENGES WITHIN OUR MEMBER COMMUNITIES. MEMBERS MAKE A DIFFERENCE EVERYDAY IN THEIR COMMUNITIES THROUGH CHARITABLE FUNDRAISING, MASS CASUALTY AND DISASTER TRAINING PROGRAMS AND NATIONAL MEMORIAL CAMPAIGNS.

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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 $6,793

Program Service Revenue $823,627

Investment Income $19,479

Other Revenue $250,953

TOTAL REVENUE $1,100,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $374,969

Fundraising Expenses $0

Other Expenses $511,617

TOTAL EXPENSES $886,586

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,100,852	$820,734	+0.3%
Expenses	$886,586	$830,122	+0.1%
Net Income	$214,266	$-9,388	-23.8%

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

$147,213

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOBY WELKER	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
HARRY READSHAW	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
JENNIFER TOMON	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
NORMAN JOHNSON	QUAKER STATE	1.00	Director	$0	$0	$0
JEFF BARONICK	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
BRUCE PARTHEMORE	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN LUTZ	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
PATRICIA QUIGLEY	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
CHRISTOPHER CALVEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM SPENCE	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
MICHELLE MUCCIO-KUISE	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
MARTIN BURNS	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
MARK ZMIJOWSKI	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
GREGORY MYER	DISTRICT GOVERNOR	1.00	Director	$0	$0	$0
ANGELA ULEN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JAMES EIRKSON	ASSISTANT EXECUTIVE DIRECT	40.00	Officer	$41,971	$0	$41,971
KATHLEEN RYAN ESQUIRE	EXECUTIVE DIRECTOR	40.00	Officer	$105,242	$0	$105,242

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
2024	No data	No data	No data	No data
2023	$1,100,852	$886,586	$1,958,571	$214,266
2022	$820,734	$830,122	$1,848,232	$-9,388
2021	$808,434	$603,100	$1,825,808	$205,334
2020	$750,023	$575,060	$1,548,070	$174,963
2019	$859,145	$752,399	$1,392,705	$106,746
2018	$855,751	$754,524	$1,287,032	$101,227

PENNSYLVANIA FUNERAL DIRECTORS ASSOCIATION