PHMC Integrated (EIN 231729031) - 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

1970

Legal Domicile

Principal Officer

Johanna Dunleavy

Phone

2159852500

Tax Period

2024-07-01 to 2025-06-30

PHMC Integrated, founded in 1970, is a mid-sized nonprofit in the Education sector that reported $17.6M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $15.9M left a modest 10% surplus.

Mission

PROVIDER OF SERVICES TO CHILDREN FAMILIES WITH SPECIAL NEEDS IN PHILA & SURROUNDING COUNTIES.

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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 $2,187

Program Service Revenue $17,395,522

Investment Income $147,744

Other Revenue $13,716

TOTAL REVENUE $17,559,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,359,550

Fundraising Expenses $0

Program Expenses $13,843,659

Other Expenses $7,505,770

TOTAL EXPENSES $15,865,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,559,169	$16,206,649	+0.1%
Expenses	$15,865,320	$15,424,236	+0.0%
Net Income	$1,693,849	$782,413	+1.2%

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

$1,269,187

Total Directors

$2,900,534

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD COHEN	BOARD MEMBER	1.0	Director	$0	$52,572	$1,184,270
MICHAEL PEARSON	PRESIDENT	1.0	Officer Director	$0	$141,785	$1,071,587
JILL SCHULSON	Board Member	1.0	Director	$0	$114,520	$644,677
MARIA KREITER	EXECUTIVE DIR. (thru 06/2025)	40.0	Officer	$0	$36,154	$197,600
AMY GROSSMAN	DIRector of ADMISSIONS	40.0	Highest	$0	$25,661	$164,093
CHERIE MERCER	Director of Education	40.0	Highest	$0	$0	$112,397
MARINO PULITI	TREASURER	1.0	Officer Director	$0	$0	$0
DIANE GONSALVES	DIRECTOR	40.0	Director	$0	$0	$0
TOM JOHNSON	BOARD MEMBER	1.0	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	$17,559,169	$15,865,320	$10,538,125	$1,693,849
2024	$16,206,649	$15,424,236	$9,894,495	$782,413
2023	$14,891,322	$13,954,230	$9,616,813	$937,092
2022	$15,844,122	$13,719,567	$4,757,934	$2,124,555
2021	$13,457,357	$12,227,470	$4,344,336	$1,229,887
2020	$13,064,101	$11,480,766	$3,507,247	$1,583,335
2019	$12,252,196	$12,446,994	$3,477,308	$-194,798

PHMC Integrated