PENNSBURY SCHOLARSHIP FOUNDATION (EIN 236390934) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

JEFFREY SMITH

Phone

2154284145

Tax Period

2025-01-01 to 2025-12-31

PENNSBURY SCHOLARSHIP FOUNDATION, founded in 1956, is a small nonprofit in the Education sector that reported $174K in total revenue in fiscal year 2025. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $32K, a strong 19% operating margin.

Mission

SINCE 1956, THE PENNSBURY SCHOLARSHIP FOUNDATION HAS EXISTED TO HELP DESERVING PENNSBURY GRADUATES ACHIEVE THEIR GOAL OF HIGHER EDUCATION THROUGH SCHOLARSHIP GRANTS AND LOANS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $73,656

Program Service Revenue $0

Investment Income $100,241

Other Revenue $0

TOTAL REVENUE $173,897

Expense Breakdown

Grants Paid $98,250

Salaries & Benefits $0

Fundraising Expenses $975

Program Expenses $90,008

Other Expenses $43,458

TOTAL EXPENSES $141,708

Year-over-Year Comparison

	2025	2024	Change
Revenue	$173,897	$666,481	-0.7%
Expenses	$141,708	$178,231	-0.2%
Net Income	$32,189	$488,250	-0.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY SMITH	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFFREY SIBNER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
VICKIE BRUNOZZI	SECRETARY	2.00	Officer Director	$0	$0	$0
LOUISE HARMAN	TREASURER	2.00	Officer Director	$0	$0	$0
MARY LOU BRADLEY	ASSISTANT TR	2.00	Officer Director	$0	$0	$0
SHEENA BEDIAKO	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA ELLIOTT	DIRECTOR	1.00	Director	$0	$0	$0
RANDI FLAX	DIRECTOR	1.00	Director	$0	$0	$0
KATIE FREEMAN	DIRECTOR	1.00	Director	$0	$0	$0
MAULI GRIESBAUM	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON MCFADDEN	DIRECTOR	1.00	Director	$0	$0	$0
DONNA NICHOLSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
THERESA RICCI	DIRECTOR	0.25	Director	$0	$0	$0
JAMES RIESENBERGER	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY RITTER	DIRECTOR	1.00	Director	$0	$0	$0
MARY-ANNE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS SMITH	DIRECTOR	0.25	Director	$0	$0	$0
JOANNA STEERE	DIRECTOR	0.25	Director	$0	$0	$0
RANDY STRADLING	DIRECTOR	1.00	Director	$0	$0	$0
MARK TARALLO	DIRECTOR	1.00	Director	$0	$0	$0
DEBBY PERELMUTER	DIRECTOR	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
2025	$173,897	$141,708	$5,121,851	$32,189
2024	$666,481	$178,231	$4,763,430	$488,250
2023	$289,117	$116,068	$4,445,239	$173,049
2022	$273,636	$139,456	$4,065,374	$134,180
2021	$269,426	$116,836	$4,660,930	$152,590
2020	$157,158	$117,980	$4,229,877	$39,178
2019	$111,273	$103,483	$3,965,770	$7,790
2018	$250,972	$100,528	$3,501,496	$150,444

PENNSBURY SCHOLARSHIP FOUNDATION