PENN-MAR FOUNDATION (EIN 232854773) - 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

MARVIN PYLES

Phone

4103431069

Tax Period

2024-07-01 to 2025-06-30

PENN-MAR FOUNDATION, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 72% operating margin.

Mission

TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS.

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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 $1,616,587

Program Service Revenue $0

Investment Income $1,672,389

Other Revenue $-63,106

TOTAL REVENUE $3,225,870

Expense Breakdown

Grants Paid $618,474

Salaries & Benefits $0

Fundraising Expenses $21,544

Program Expenses $638,063

Other Expenses $296,640

TOTAL EXPENSES $915,114

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,225,870	$2,009,625	+0.6%
Expenses	$915,114	$572,178	+0.6%
Net Income	$2,310,756	$1,437,447	+0.6%

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

275

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

$980,106

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY GALLO	IMMEDIATE PAST CHAIRMAN	1.00	Director	$0	$0	$0
BRUCE BARTELS	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY P CAMPISI	DIRECTOR	1.00	Director	$0	$0	$0
DERIC EMRY	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE CROSSWHITE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM YANAVITCH	DIRECTOR	1.00	Director	$0	$0	$0
JASON POLUN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH PITTS-MADONNA	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JULIA HUGGINS	CHAIR	1.00	Officer Director	$0	$0	$0
JOE DIPAOLA	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY LITRENTA	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SHIFRIN	TREASURER	1.00	Director	$0	$0	$0
GREGORY T MILLER	CEO	6.00	Officer	$0	$43,085	$448,991
KATHERINE A ROGERS	ED	20.00	Officer	$0	$19,921	$250,797
MICHAEL J MAHON	CFO, IMMEDIATE PAST	3.00	Officer	$0	$43,051	$272,293
MARVIN PYLES	CFO	3.00	Officer	$0	$0	$8,025

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	$3,225,870	$915,114	$20,181,066	$2,310,756
2024	No data	No data	No data	No data
2023	$1,931,835	$667,476	$15,051,604	$1,264,359
2022	$3,745,291	$645,016	$13,176,710	$3,100,275
2021	$3,372,642	$653,860	$12,363,560	$2,718,782
2020	$1,765,760	$747,529	$8,377,476	$1,018,231
2019	$1,263,820	$451,126	$7,812,676	$812,694
2018	$1,092,162	$249,118	$7,309,551	$843,044
2018	$1,092,162	$249,118	$7,309,551	$843,044

PENN-MAR FOUNDATION