PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES (EIN 236267043) - 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

1937

Legal Domicile

Principal Officer

KRISTEN M HOLJES

Phone

7176977077

Tax Period

2024-07-01 to 2025-06-30

PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES, founded in 1937, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $971K left a modest 4% surplus.

Mission

TO SERVE OTHERS IN NEED AND HELP ONE ANOTHER ENJOY RETIREMENT.

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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 $39,843

Program Service Revenue $605,992

Investment Income $102,935

Other Revenue $259,858

TOTAL REVENUE $1,008,628

Expense Breakdown

Grants Paid $9,000

Salaries & Benefits $551,450

Fundraising Expenses $6,049

Program Expenses $522,278

Other Expenses $410,216

TOTAL EXPENSES $970,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,008,628	$1,099,025	-0.1%
Expenses	$970,666	$1,010,645	0.0%
Net Income	$37,962	$88,380	-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

Volunteers

18000

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

$184,026

Total Directors

$184,026

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY K DAVIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN N WERNER	PRESIDENT-EL	1.00	Officer Director	$0	$0	$0
ROBERT G MCNAMARA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
WILLIAM D NEUGEBAUER	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
DIANE E MOTTER	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA M MAJEWSKI	R-1 DIRECTOR	1.00	Director	$0	$0	$0
DAVID R NOYES	R-1 REPRESEN	1.00	Director	$0	$0	$0
CAROL M RIEDER	R-2 DIRECTOR	1.00	Director	$0	$0	$0
JEAN L YOUNG	R-4 DIRECTOR	1.00	Director	$0	$0	$0
JANET L ZEGER	R-4 REPRESEN	1.00	Director	$0	$0	$0
BETH A COLLINS	R-5 DIRECTOR	1.00	Director	$0	$0	$0
S THOMAS CURRY	R-6 DIRECTOR	1.00	Director	$0	$0	$0
LORI E GREENE	R-7 DIRECTOR	1.00	Director	$0	$0	$0
POLLY SHAW	R-8 DIRECTOR	1.00	Director	$0	$0	$0
DIANA M FESENMYER	R-9 DIRECTOR	1.00	Director	$0	$0	$0
NANNETTE RUSCZYK	R-10 DIRECTO	1.00	Director	$0	$0	$0
MAMIE E BRYAN	R-11 DIRECTO	1.00	Director	$0	$0	$0
ROBERT G MARKO	R-12 DIRECTO	1.00	Director	$0	$0	$0
KRISTEN M HOLJES	EXECUTIVE DI	40.00	Officer Director	$115,737	$68,289	$184,026

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	$1,008,628	$970,666	$2,309,153	$37,962
2024	$1,099,025	$1,010,645	$2,283,519	$88,380
2023	$1,138,335	$1,004,606	$2,130,510	$133,729
2022	$1,182,549	$1,031,187	$1,965,165	$151,362
2021	$1,107,053	$933,789	$1,948,179	$173,264
2020	$1,215,324	$1,008,848	$2,038,047	$206,476
2019	$4,429,454	$4,236,413	$3,448,969	$193,041
2018	$930,952	$917,984	$1,691,697	$12,968

PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES