PENNSYLVANIA BAR FOUNDATION (EIN 232303925) - 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

1984

Legal Domicile

Principal Officer

MATTHEW HOLLIDAY

Phone

7172386715

Tax Period

2023-01-01 to 2023-12-31

PENNSYLVANIA BAR FOUNDATION, founded in 1984, is a small nonprofit in the Crime & Legal sector that reported $714K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 18% operating margin.

Mission

SUPPORT PROGRAMS THAT INCREASE PUBLIC UNDERSTANDING OF THE LAW AND PROMOTE EQUAL ACCESS TO JUSTICE.THE MISSION OF THE PENNSYLVANIA BAR FOUNDATION IS TO SUPPORT PROGRAMS THAT INCREASE THE PUBLIC'S UNDERSTANDING OF THE LAW AND PROMOTE EQUAL ACCESS TO JUSTICE. THE FOUNDATION ACCOMPLISHES ITS MISSION BY MAKING GRANTS; ADMINISTERING A LOAN REPAYMENT ASSISTANCE PROGRAM FOR CIVIL LEGAL AID ATTORNEYS WHO HELP THE POOR FOR FREE; SEEKING FINANCIAL SUPPORT FROM INDIVIDUALS AND ORGANIZATIONS BOTH WITHIN AND OUTSIDE OF THE LEGAL COMMUNITY; AND ENCOURAGING BAR MEMBERS TO DONATE THEIR TIME, TALENT AND EXPERTISE IN SERVICE TO THE PUBLIC.

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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 $147,946

Program Service Revenue $475,724

Investment Income $54,562

Other Revenue $35,796

TOTAL REVENUE $714,028

Expense Breakdown

Grants Paid $486,249

Salaries & Benefits $0

Fundraising Expenses $527

Program Expenses $487,749

Other Expenses $98,046

TOTAL EXPENSES $584,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$714,028	$586,238	+0.2%
Expenses	$584,295	$565,525	+0.0%
Net Income	$129,733	$20,713	+5.3%

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
MICHAEL B JONES	PRESIDENT	2.00	Officer Director	$0	$0	$0
LARRY E COPLOFF	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
CHRISTINE HALL MCCLURE	SECRETARY	0.75	Officer Director	$0	$0	$0
HELEN L GEMMILL	TREASURER	1.00	Officer Director	$0	$0	$0
JEFFREY M BOWER	IMMEDIATE PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
SARA A AUSTIN	DIRECTOR	0.25	Director	$0	$0	$0
CHESTER C CORSE JR	DIRECTOR	0.50	Director	$0	$0	$0
A MICHAEL SNYDER	DIRECTOR	0.25	Director	$0	$0	$0
JONATHAN KOLTASH	DIRECTOR	1.50	Director	$0	$0	$0
BERNADETTE M HOHENADEL	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTOPHER G GVOZDICH	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANIE F LATIMORE	DIRECTOR	0.25	Director	$0	$0	$0
JAMES P VALENTINE	DIRECTOR	0.25	Director	$0	$0	$0
ANNE N JOHN	DIRECTOR	0.25	Director	$0	$0	$0
WESLEY R PAYNE IV	DIRECTOR	0.25	Director	$0	$0	$0
BRIAN J LINDSAY	DIRECTOR	0.25	Director	$0	$0	$0
RHODIA D THOMAS	DIRECTOR	0.50	Director	$0	$0	$0
MELINDA C GHILARDI	DESIGNATED DIRECTOR	0.25	Director	$0	$0	$0
CHARLES EPPOLITO III	DESIGNATED DIRECTOR	0.25	Director	$0	$0	$0
JAY SILBERBLATT	DIRECTOR, THRU 5/5/23	0.25	Director	$0	$0	$0
PAUL EDGER	DESIGNATED DIRECTOR, THRU 5/5/23	0.25	Director	$0	$0	$0
MATTHEW CREME	DESIGNATED DIRECTOR, THRU 5/5/23	0.25	Director	$0	$0	$0
ROBERT JOSEPH LANDY	DESIGNATED DIRECTOR, EFFECTIVE 5/5/23	0.25	Director	$0	$0	$0
KAREN E GRETHLEIN	DESIGNATED DIRECTOR, EFFECTIVE 5/5/23	0.25	Director	$0	$0	$0
MICHAEL J MCDONALD	DESIGNATED DIRECTOR, EFFECTIVE 5/6/23	0.25	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$714,028	$584,295	$2,176,206	$129,733
2022	$586,238	$565,525	$2,322,185	$20,713
2021	$587,732	$549,766	$2,460,953	$37,966
2020	$752,476	$616,186	$2,029,610	$136,290
2019	$642,837	$605,227	$1,542,119	$37,610
2018	$658,637	$654,444	$1,592,817	$4,193

PENNSYLVANIA BAR FOUNDATION