PENNGIFT FOUNDATION INC (EIN 233088386) - 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

2001

Legal Domicile

Principal Officer

SAMUEL E ROHRER

Phone

6102861936

Tax Period

2023-01-01 to 2023-12-31

PENNGIFT FOUNDATION INC, founded in 2001, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 39% operating margin.

Mission

TO PROVIDE SCHOLARSHIP ASSISTANCE TO FAMILIES WITH CHILDREN ATTENDING PRIVATE SCHOOLS

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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 $3,170,452

Program Service Revenue $0

Investment Income $4,349

Other Revenue $0

TOTAL REVENUE $3,174,801

Expense Breakdown

Grants Paid $1,651,651

Salaries & Benefits $112,646

Fundraising Expenses $0

Program Expenses $1,651,651

Other Expenses $165,561

TOTAL EXPENSES $1,929,858

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,174,801	$1,987,601	+0.6%
Expenses	$1,929,858	$1,262,430	+0.5%
Net Income	$1,244,943	$725,171	+0.7%

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

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

$23,122

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL E ROHRER	PRESIDENT	5.00	Officer Director	$0	$0	$0
GERALD W THACKER	SECRETARY	5.00	Officer Director	$0	$0	$0
JERALD M BIRMELIN	TREASURER; MANAGING DIRECT	30.00	Officer Director	$0	$0	$0
MARK M GILLIN	DIRECTOR	5.00	Director	$0	$0	$0
JAMES A COX JR	DIRECTOR	5.00	Director	$23,122	$0	$23,122

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	No data	No data	No data	No data
2023	$3,174,801	$1,929,858	$3,605,061	$1,244,943
2022	$1,987,601	$1,262,430	$2,360,118	$725,171
2021	$936,953	$650,205	$1,634,947	$286,748
2020	$864,883	$865,196	$1,348,199	$-313
2019	$888,960	$973,289	$1,348,512	$-84,329
2018	$980,883	$935,218	$1,432,841	$45,665

PENNGIFT FOUNDATION INC