PENNSYLVANIA SOCIETY OF PROFESSIONAL ENGINEERS (EIN 230961057) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1934

Legal Domicile

Principal Officer

JENNIFER SUMMERS

Phone

7174416051

Tax Period

2023-07-01 to 2024-06-30

PENNSYLVANIA SOCIETY OF PROFESSIONAL ENGINEERS, founded in 1934, is a small nonprofit that reported $276K in total revenue in fiscal year 2023. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 21% operating margin.

Mission

SUPPORT PROFESSIONAL ENGINEERS IN PA

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,200

Program Service Revenue $164,248

Investment Income $107,368

Other Revenue $0

TOTAL REVENUE $275,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $216,944

TOTAL EXPENSES $216,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,816	$159,164	+0.7%
Expenses	$216,944	$165,577	+0.3%
Net Income	$58,872	$-6,413	-10.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MICHAEL BASTA	DIRECTOR	2.00	Director	$0	$0	$0
RANDY CLEAVER	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL COOK	VP NORTHEAST	2.00	Officer Director	$0	$0	$0
ABRAHAM EL	DIRECTOR	2.00	Director	$0	$0	$0
ALBERT FEDERICO	DIRECTOR	2.00	Director	$0	$0	$0
OREN GALL	DIRECTOR	2.00	Director	$0	$0	$0
JEFF HAYNAL	DIRECTOR	2.00	Director	$0	$0	$0
KENNETH JONES	DIRECTOR	2.00	Director	$0	$0	$0
PAUL KING	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN KRUL	VP WESTERN/D	2.00	Officer Director	$0	$0	$0
KEN MCGINNIS	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN PALMITER	DIRECTOR	2.00	Director	$0	$0	$0
FRANK STANTON	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN BEST	IMMED PAST P	2.00	Officer	$0	$0	$0
JOSEPH BOWARD	PA REP TO NS	2.00	Officer	$0	$0	$0
JAMES DILOUIE	VP CENTRAL	2.00	Officer	$0	$0	$0
FRANK FALZONE	SECRETARY	2.00	Officer	$0	$0	$0
THOMAS FRIESE	TREASURER	2.00	Officer	$0	$0	$0
JENNIFER NOLAN-KREMM	PAST PRESIDE	2.00	Officer	$0	$0	$0
FREDERICK PLOTNICK	VP SOUTHEAST	2.00	Officer	$0	$0	$0
JENNIFER SUMMERS	EXEC DIRECTO	5.00	Officer	$0	$0	$0
DAVID WILLIAMS	PRESIDENT-EL	2.00	Officer	$0	$0	$0
NICOLE WILSON	PRESIDENT	5.00	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
2024	$275,816	$216,944	$391,324	$58,872
2023	$159,164	$165,577	$333,137	$-6,413
2022	$208,126	$187,127	$339,986	$20,999
2021	$235,137	$182,302	$326,225	$52,835
2020	$209,572	$210,656	$273,450	$-1,084
2019	$216,559	$212,024	$274,474	$4,535
2018	$222,553	$209,697	$267,482	$12,856

PENNSYLVANIA SOCIETY OF PROFESSIONAL ENGINEERS