THE PEC FOUNDATION (EIN 232851068) - 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

1996

Legal Domicile

Principal Officer

KATHLEEN DESMOND

Phone

2153827523

Tax Period

2022-07-01 to 2023-06-30

THE PEC FOUNDATION, founded in 1996, is a small nonprofit in the Housing & Shelter sector that reported $204K in total revenue in fiscal year 2022. Revenue fell 43% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $176K, a strong 86% operating margin.

Mission

THE MISSION OF THE PEC FOUNDATION IS TO OVERSEE, INVEST, AND MAKE QUALIFYING GRANTS TO THE FOLLOWING PENNSYLVANIA NONPROFIT CORPORATIONS: HOPEPHL AND HOPEPHL COMMUNITY DEVELOPMENT CORPORATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $24,000

Investment Income $179,812

Other Revenue $0

TOTAL REVENUE $203,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $28,081

TOTAL EXPENSES $28,081

Year-over-Year Comparison

	2022	2021	Change
Revenue	$203,812	$356,608	-0.4%
Expenses	$28,081	$16,711	+0.7%
Net Income	$175,731	$339,897	-0.5%

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

$180,650

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN BROTMAN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
PAM HANSEN	DIRECTOR	2.00	Director	$0	$0	$0
STEVE FAHRINGER	DIRECTOR	2.00	Director	$0	$0	$0
STEVE SCADUTO	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE JACOBS	TREASURER	2.00	Director	$0	$0	$0
TRINA SMITH	DIRECTOR	2.00	Director	$0	$0	$0
BLAIR BOROCH	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN DESMOND	PRESIDENT - HOPEPHL	2.00	Officer	$0	$11,844	$180,650

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	$203,812	$28,081	$7,364,774	$175,731
2023	$330,255	$20,581	$7,155,724	$309,674
2022	$356,608	$16,711	$6,447,398	$339,897
2021	$188,746	$221,365	$7,143,380	$-32,619
2020	$33,697	$220,059	$5,938,266	$-186,362
2019	$87,777	$235,224	$6,379,929	$-147,447
2018	$274,063	$246,194	$6,210,545	$27,869

THE PEC FOUNDATION