PENNSYLVANIA FACULTY HEALTH & WELFARE FUND (EIN 237411025) - 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

BRENDA A MUNDELL

Phone

4122244458

Tax Period

2024-07-01 to 2025-06-30

PENNSYLVANIA FACULTY HEALTH & WELFARE FUND, founded in 1974, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2024. Expenses of $4.7M left a modest 6% surplus.

Mission

HEALTH & WELFARE BENEFITS

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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 $4,692,649

Investment Income $289,442

Other Revenue $33,133

TOTAL REVENUE $5,015,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $529

Fundraising Expenses $0

Other Expenses $536,198

TOTAL EXPENSES $4,723,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,015,224	$5,074,891	0.0%
Expenses	$4,723,118	$4,716,839	+0.0%
Net Income	$292,106	$358,052	-0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA A MUNDELL	SECRETARY / TREASURER	1.00	Officer Director	$0	$0	$0
MARC A SYLVESTER PHD	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ERIKA FRENZEL PHD	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY S LYNN PHD	TRUSTEE	1.00	Director	$0	$0	$0
TENA MAURER	TRUSTEE	1.00	Director	$0	$0	$0
SHARON MINNICH	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
2025	$5,015,224	$4,723,118	$9,072,715	$292,106
2024	$5,074,891	$4,716,839	$8,700,352	$358,052
2023	$5,094,536	$4,924,550	$8,246,136	$169,986
2022	$5,364,584	$5,079,813	$8,086,912	$284,771
2021	$6,021,207	$4,999,799	$8,100,969	$1,021,408
2020	$6,338,715	$4,775,418	$7,233,687	$1,563,297
2019	$6,031,994	$6,163,679	$5,571,031	$-131,685
2018	$6,107,279	$5,887,365	$5,416,722	$219,914

PENNSYLVANIA FACULTY HEALTH & WELFARE FUND