PA EDUCATION ASSOCIATION (EIN 237198463) - 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

1974

Legal Domicile

Principal Officer

SARA FLETCHER

Phone

7035485538

Tax Period

2024-07-01 to 2025-06-30

PA EDUCATION ASSOCIATION, founded in 1974, is a mid-sized nonprofit in the Religion sector that reported $18.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.8M, a strong 15% operating margin.

Mission

ADVANCING EXCELLENCE IN PA EDUCATION THROUGH LEADERSHIP, SCHOLARSHIP, EQUITY, AND INCLUSION.

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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 $25,000

Program Service Revenue $16,617,049

Investment Income $1,573,019

Other Revenue $107,041

TOTAL REVENUE $18,322,109

Expense Breakdown

Grants Paid $169,963

Salaries & Benefits $7,535,098

Fundraising Expenses $0

Program Expenses $9,632,080

Other Expenses $7,782,232

TOTAL EXPENSES $15,487,293

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,322,109	$16,569,830	+0.1%
Expenses	$15,487,293	$15,346,355	+0.0%
Net Income	$2,834,816	$1,223,475	+1.3%

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

629

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

$449,520

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA FLETCHER	CEO	40.00	Officer	$381,294	$68,226	$449,520
ZACHARY BRITT	CHIEF OPERAT	40.00	Highest	$254,525	$37,754	$292,279
OLIVIA WALTON ZIEGLER	CHIEF EXPERI	40.00	Highest	$198,252	$50,245	$248,497
KAREN J HILLS	CHIEF, GOVER	40.00	Highest	$170,877	$55,206	$226,083
KENDALL WILLIAMS	CHIEF PEOPLE	40.00	Highest	$174,949	$35,806	$210,755
LYNN C HEITZMAN	SENIOR DIREC	40.00	Highest	$174,257	$24,103	$198,360
JACQUELINE S BARNETT	FORMER TREAS	4.00	Officer Director	$0	$0	$0
JONATHAN BOWSER	DIRECTOR AT	2.00	Director	$0	$0	$0
SHALON BUCHS	SECRETARY	5.00	Officer Director	$0	$0	$0
NICOLE BURWELL	PRESIDENT	10.00	Officer Director	$0	$0	$0
ELIZABETH ELLIOTT	DIRECTOR AT	3.00	Director	$0	$0	$0
CARL GARRUBBA	TREASURER	6.00	Officer Director	$0	$0	$0
LAURA GERSTNER	DIRECTOR-AT-	4.00	Director	$0	$0	$0
KAREN GRAHAM-BURNET	DIRECTOR-AT-	4.00	Director	$0	$0	$0
SHAUN L GRAMMER	DIRECTOR AT	3.00	Director	$0	$0	$0
DIPU PATEL	PRESIDENT EL	7.00	Officer Director	$0	$0	$0
GABRIELLE POOLE	DIRECTOR-AT-	4.00	Director	$0	$0	$0
MICHAEL ROSCOE	PRESIDENT EL	6.00	Officer Director	$0	$0	$0
LINDA SEKHON	PAST PRESDID	5.00	Officer Director	$0	$0	$0
ALISON STREETER	STUDENT MEMB	3.00	Director	$0	$0	$0
DAYTHEON STURGES	DIRECTOR-AT-	3.00	Director	$0	$0	$0
TRACEY THURNES	DIRECTOR-AT-	4.00	Director	$0	$0	$0
VIRGINIA VALENTIN	DIRECTOR-AT-	2.00	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	$18,322,109	$15,487,293	$30,097,455	$2,834,816
2024	$16,569,830	$15,346,355	$24,445,339	$1,223,475
2023	$14,468,657	$14,576,134	$22,173,397	$-107,477
2022	$12,897,377	$10,753,869	$20,841,846	$2,143,508
2021	$13,289,693	$9,529,012	$20,449,567	$3,760,681
2020	$11,390,915	$10,487,084	$14,503,938	$903,831
2019	$10,250,265	$11,121,801	$13,881,289	$-871,536
2018	$9,425,413	$8,908,619	$14,010,887	$516,794

PA EDUCATION ASSOCIATION