PMA FOUNDATION (EIN 236296953) - 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

1995

Legal Domicile

Principal Officer

DAVID N TAYLOR

Phone

7172320737

Tax Period

2024-01-01 to 2024-12-31

PMA FOUNDATION, founded in 1995, is a community nonprofit in the Community Improvement sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Net assets of $43.9M represent 197 months of operating reserves.

Mission

TO SPONSOR EDUCATIONAL PROGRAMS CONDUCTED BY OTHER PERSONS OR ORGANIZATIONS THAT ARE DIRECTLY RELATED TO BUSINESS AND PUBLIC POLICIES AFFECTING THE PA ECONOMY.

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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 $0

Program Service Revenue $7,154

Investment Income $2,643,916

Other Revenue $15,981

TOTAL REVENUE $2,667,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $971,932

Fundraising Expenses $0

Other Expenses $1,698,061

TOTAL EXPENSES $2,669,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,667,051	$1,950,700	+0.4%
Expenses	$2,669,993	$2,715,447	0.0%
Net Income	$-2,942	$-764,747	-1.0%

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

N/A

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

$833,488

Total Directors

$450,390

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOWMAN S HENRY	CHAIRMAN	1.00	Officer Director	$100,000	$0	$100,000
DAVID N TAYLOR	PRESIDENT, C	20.00	Officer Director	$300,001	$50,389	$350,390
CAROL SPANITZ	SECRETARY	20.00	Officer	$132,202	$32,824	$165,026
CARL A MARRARA	TREASURER	20.00	Officer	$179,384	$38,688	$218,072
FREDERICK W ANTON IV	TRUSTEE	1.00	Director	$0	$0	$0
DR C JAKE HAULK	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS M OWLETT	TRUSTEE	1.00	Director	$0	$0	$0
JOHN J TROMBETTA SR	TRUSTEE	1.00	Director	$0	$0	$0
KAREN M MUSANTE	TRUSTEE	1.00	Director	$0	$0	$0
DR FRANK GAMRAT	TRUSTEE	1.00	Director	$0	$0	$0

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	$2,667,051	$2,669,993	$43,944,227	$-2,942
2023	$1,950,700	$2,715,447	$41,496,809	$-764,747
2022	$2,070,588	$2,332,006	$38,960,248	$-261,418
2021	$3,194,949	$2,489,498	$47,149,701	$705,451
2020	$2,103,471	$1,961,921	$44,247,515	$141,550
2019	$1,234,757	$1,976,132	$41,599,274	$-741,375
2018	$2,499,543	$2,179,238	$36,765,707	$320,305

PMA FOUNDATION