PENNSYLVANIA BAR INSTITUTE (EIN 236412256) - 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

1965

Legal Domicile

Principal Officer

JONATHAN KOLTASH

Phone

7177960804

Tax Period

2019-08-01 to 2020-02-29

PENNSYLVANIA BAR INSTITUTE, founded in 1965, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2019. Revenue fell 48% from the prior year — a significant decline worth monitoring.

Mission

TO BRING EXELLENCE TO CONTINUING LEGAL EDUCATION BY PROVIDING PENNSYLVANIA LAWYERS WITH INFORMATION THAT IS TIMELY, PRACTICAL, COST EFFECTIVE, AND OF THE HIGHEST POSSIBLE QUALITY

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,943,195

Investment Income $195,949

Other Revenue $4,264

TOTAL REVENUE $5,143,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,495,121

Fundraising Expenses $0

Program Expenses $3,946,289

Other Expenses $2,834,396

TOTAL EXPENSES $5,329,517

Year-over-Year Comparison

	2019	2018	Change
Revenue	$5,143,408	$9,928,102	-0.5%
Expenses	$5,329,517	$9,573,286	-0.4%
Net Income	$-186,109	$354,816	-1.5%

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

1856

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

$347,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY E COPLOFF	PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACI L NAUGLE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JILL SCHEIDT	SECRETARY	1.00	Officer Director	$0	$0	$0
JONATHAN D KOLTASH	TREASURER	1.00	Officer Director	$0	$0	$0
BERNADETTE M HOHENADEL	DIRECTOR	1.00	Director	$0	$0	$0
BARRY M SIMPSON	DIRECTOR	1.00	Director	$0	$24,652	$347,600
NANCY CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN D WILKINSON	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE B MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
JAME T DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MENICHINI	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN B HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL P PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
RITA G ALEXYN	DIRECTOR	1.00	Director	$0	$0	$0
ALAINA C KOLTASH	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP B FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
TYRA OLIVER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID E HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
WESLEY R PAYNE IV	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA C GHILARDI	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN M HUERTA	DIRECTOR	1.00	Director	$0	$0	$0
KELLY A MROZ	DIRECTOR	1.00	Director	$0	$0	$0
MARY E SHELLHAMMER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES P VALENTINE	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP H YOON	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN L WEPFER	ASSOCIATE DIRECTOR	50.00	Highest	$170,722	$21,532	$192,254
PAMELA SMITH	ASSOCIATE DIRECTOR	50.00	Highest	$144,944	$5,798	$150,742

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
2020	$5,143,408	$5,329,517	No data	$-186,109
2019	$9,928,102	$9,573,286	$6,266,337	$354,816
2018	$10,846,697	$11,580,884	$8,845,182	$-734,187

PENNSYLVANIA BAR INSTITUTE