PENNSYLVANIA BAR TRUST FUND

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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

1966

Legal Domicile

Principal Officer

JILL SCHEIDT

Phone

7172386715

Tax Period

2025-01-01 to 2025-12-31

PENNSYLVANIA BAR TRUST FUND, founded in 1966, is a small nonprofit that reported $125K in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 15% operating margin.

Mission

TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES ASSOCIATED WITH THE LEGAL PROFESSION AND THE ADMINISTRATION OF JUSTICE, WITH PARTICULAR REFERENCE TO THE PROMOTION OF SUCH PURPOSES IN THE COMMONWEALTH OF PENNSYLVANIA.

Program Service Accomplishments

Program 1

Expenses: $82,498

PROVIDES GRANTS TO MEMBERS TO ASSIST WITH FUNDING FOR VARIOUS REQUESTS SUCH AS EDUCATION PROGRAMS AND PRESENTATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $124,918

Other Revenue $0

TOTAL REVENUE $124,918

Expense Breakdown

Grants Paid $82,498

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,498

Other Expenses $23,232

TOTAL EXPENSES $105,730

Year-over-Year Comparison

	2025	2024	Change
Revenue	$124,918	$94,825	+0.3%
Expenses	$105,730	$29,724	+2.6%
Net Income	$19,188	$65,101	-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

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
NORRIS E BENNS JR	VICE CHAIR (THRU JUNE 2025)	1.00	Officer Director	$0	$0	$0
FRANCIS X O'CONNOR	TRUSTEE	1.00	Director	$0	$0	$0
ANN B WOOD	SECRETARY (THRU JUNE 2025)	1.00	Officer Director	$0	$0	$0
JILL M SCHEIDT	CHAIR	1.00	Officer Director	$0	$0	$0
PAUL C TROY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAY N SILBERBLATT	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS G WILKINSON JR	TRUSTEE	1.00	Director	$0	$0	$0
BARRY M SIMPSON	TRUSTEE	1.00	Director	$0	$0	$0
OBINNA ABARA	SECRETARY	1.00	Officer Director	$0	$0	$0
LYDIA H CAPAROSA	TRUSTEE	1.00	Director	$0	$0	$0
ANA PAULINA GOMEZ	TREASURER	1.00	Officer 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	$124,918	$105,730	$1,882,400	$19,188
2024	$94,825	$29,724	$1,739,684	$65,101
2023	$80,813	$25,730	$1,626,143	$55,083
2022	$72,120	$23,055	$1,435,489	$49,065
2021	$73,329	$16,997	$1,707,955	$56,332
2020	$-7,658	$59,646	$1,549,730	$-67,304
2019	$44,834	$21,207	$1,481,194	$23,627
2018	$28,763	$63,413	$1,285,145	$-34,650