PENNSYLVANIA FAMILY INSTITUTE (EIN 232569197) - 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

1989

Legal Domicile

Principal Officer

MICHAEL GEER

Phone

7175450600

Tax Period

2024-01-01 to 2024-12-31

PENNSYLVANIA FAMILY INSTITUTE, founded in 1989, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $692K, a strong 19% operating margin.

Mission

STRENGTHENING FAMILIES BY RESTORING THE TRADITIONAL, FOUNDATIONAL PRINCIPLES AND VALUES.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $3,587,652

Program Service Revenue $0

Investment Income $62,463

Other Revenue $63,707

TOTAL REVENUE $3,713,822

Expense Breakdown

Grants Paid $116,054

Salaries & Benefits $2,092,795

Fundraising Expenses $406,832

Program Expenses $2,192,953

Other Expenses $812,982

TOTAL EXPENSES $3,021,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,713,822	$2,499,212	+0.5%
Expenses	$3,021,831	$2,655,741	+0.1%
Net Income	$691,991	$-156,529	-5.4%

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

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

$272,228

Total Directors

$272,228

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENT MARTIN	CHAIRMAIN	1.00	Officer Director	$0	$0	$0
ROBERT HAYWARD JR	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
TIM BATLUCK	SECRETARY	1.00	Officer Director	$0	$0	$0
LORETTA RADANOVIC	TREASURER	1.00	Officer Director	$0	$0	$0
JOSHUA J TINKEY CFP	MEMBER-AT-LA	1.00	Director	$0	$0	$0
MATT NEFF	MEMBER-AT-LA	1.00	Director	$0	$0	$0
DIANE SLIFER-CURCILLO	MEMBER-AT-LA	1.00	Director	$0	$0	$0
BRIAN YINGLING	MEMBER-AT-LA	1.00	Director	$0	$0	$0
MICHAEL GEER	PRESIDENT	50.00	Officer Director	$253,094	$19,134	$272,228
RANDALL WENGER	EMPLOYEE	50.00	Highest	$224,234	$4,551	$228,785
KURT WEAVER	EMPLOYEE	50.00	Highest	$108,278	$6,064	$114,342
THOMAS SHAHEEN	EMPLOYEE	50.00	Highest	$110,517	$5,839	$116,356
JEREMY SAMEK	EMPLOYEE	50.00	Highest	$171,533	$11,873	$183,406

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	$3,713,822	$3,021,831	$2,548,803	$691,991
2023	$2,499,212	$2,655,741	$1,822,633	$-156,529
2022	$2,614,033	$2,543,958	$1,973,570	$70,075
2021	$2,997,088	$2,576,580	$1,899,311	$420,508
2020	$2,210,859	$1,641,448	$1,458,312	$569,411
2019	$2,103,710	$1,825,038	$939,933	$278,672
2018	$1,641,543	$1,612,288	$681,046	$29,255

PENNSYLVANIA FAMILY INSTITUTE