PENNSYLVANIA TRUST (EIN 232254420) - 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

1983

Legal Domicile

Principal Officer

JARED LEHMAN

Phone

5705231155

Tax Period

2024-07-01 to 2025-06-30

PENNSYLVANIA TRUST, founded in 1983, is a mid-sized nonprofit that reported $74.5M in total revenue in fiscal year 2024.

Mission

THE TRUST WAS FORMED BY CERTAIN PA PUBLIC SCHOOL EMPLOYEE HEALTH AND WELFARE TRUSTS FOR THE PURPOSE OF FACILITATING THE PROVISION AND PAYMENT OF ACCIDENT OR SICKNESS BENEFITS TO EMPLOYEES AND/OR THEIR DEPENDENTS.

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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 $0

Program Service Revenue $73,838,046

Investment Income $678,730

Other Revenue $0

TOTAL REVENUE $74,516,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,444,844

Other Expenses $385,743

TOTAL EXPENSES $73,600,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,516,776	$72,759,397	+0.0%
Expenses	$73,600,864	$71,755,458	+0.0%
Net Income	$915,912	$1,003,939	-0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JARED LEHMAN	TRUST MGR/TR	15.00	Officer Director	$0	$0	$0
PAUL EAKEN	VICE-CHAIRPE	1.00	Officer Director	$0	$0	$0
ANDREW NETZNIK	TRUSTEE	1.00	Director	$0	$0	$0
GERALD SALEN	TRUSTEE	1.00	Director	$0	$0	$0
HARRY ARISTAKESIAN	TRUSTEE	1.00	Director	$0	$0	$0
KELLY BURKHOLDER	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH BEAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE SIMPSON	ALTERNATE TR	1.00	Director	$0	$0	$0
CORRINA LESKO	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN SNYDER	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN MANNING	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JON WALLITSCH	TRUSTEE	1.00	Director	$0	$0	$0
DR STUART WHITELEATHER	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE ARNOLD	SECRETARY	1.00	Officer Director	$0	$0	$0
BRENDA VANBUSKIRK	ALTERNATE TR	1.00	Director	$0	$0	$0
KRISTEE REICHARD	TRUSTEE	1.00	Director	$0	$0	$0
SHAWN HAIN	TRUSTEE	1.00	Director	$0	$0	$0
DANIELLE GRELLA	TRUSTEE	1.00	Director	$0	$0	$0
RONALD GREVERA	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP RUSSO	TRUSTEE	1.00	Director	$0	$0	$0
KRISTINA FRANTZ	TRUSTEE	1.00	Director	$0	$0	$0
CONNIE LIGENZA	ALTERNATE TR	1.00	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	$74,516,776	$73,600,864	$38,138,393	$915,912
2024	$72,759,397	$71,755,458	$43,344,532	$1,003,939
2023	$57,075,284	$56,426,472	$33,391,159	$648,812
2022	$47,993,677	$47,803,429	$29,915,680	$190,248
2021	$43,991,823	$43,805,496	$29,251,635	$186,327
2020	$45,106,875	$44,805,422	$27,129,965	$301,453
2019	$31,981,909	$31,621,849	$19,693,501	$360,060
2018	$24,204,658	$23,931,767	$15,324,875	$272,891

PENNSYLVANIA TRUST