PENN-LIBERTY HOLDING COMPANY (EIN 251364679) - 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

1979

Legal Domicile

Principal Officer

EDWARD KOLANO

Phone

4122815777

Tax Period

2023-01-01 to 2023-12-31

PENN-LIBERTY HOLDING COMPANY, founded in 1979, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $41K in total revenue in fiscal year 2023. Expenses of $78K exceeded revenue, resulting in a 93% operating deficit.

Mission

PENN-LIBERTY HOLDING COMPANY HOLDS TITLE TO REAL ESTATE FOR THE BENEFIT OF THE HEINZ ENDOWMENTS, AN EXEMPT PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $40,510

TOTAL REVENUE $40,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,938

Other Expenses $78,162

TOTAL EXPENSES $78,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,510	$-12,169	-4.3%
Expenses	$78,162	$77,921	+0.0%
Net Income	$-37,652	$-90,090	-0.6%

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

$1,488,158

Total Directors

$822,544

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER DECARDYENTER 4123	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$220,083	$817,544
CAROL R BROWN EXIT 2723	DIRECTOR	1.00	Director	$0	$0	$5,000
ANDRE T HEINZ	DIRECTOR	1.00	Director	$0	$0	$0
TERESA HEINZ	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD F KOLANO	SECRETARY/TREASURER	1.00	Officer	$0	$106,064	$670,614

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
2024	No data	No data	No data	No data
2023	$40,510	$78,162	$3,713,403	$-37,652
2022	$-12,169	$77,921	$3,736,555	$-90,090
2021	$-12,701	$77,074	$3,746,645	$-89,775
2020	$-11,712	$75,855	$3,756,420	$-87,567
2019	$30,896	$75,373	$3,778,987	$-44,477
2018	$31,177	$78,425	$3,793,464	$-47,248

PENN-LIBERTY HOLDING COMPANY