PENNSYLVANIA WORKFORCE DEVELOPMENT ASSOCIATION (EIN 251505075) - 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

1989

Legal Domicile

Principal Officer

LAUREN HOLUBEC

Phone

7176121590

Tax Period

2024-07-01 to 2025-06-30

PENNSYLVANIA WORKFORCE DEVELOPMENT ASSOCIATION, founded in 1989, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024.

Mission

VOICE OF THE PA WORKFORCE DEVELOPMENT SYSTEM AND A CLEARINGHOUSE FOR WORKFORCE DEVELOPMENT.

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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 $16,500

Program Service Revenue $1,054,476

Investment Income $1,422

Other Revenue $0

TOTAL REVENUE $1,072,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $364,641

Fundraising Expenses $0

Program Expenses $912,024

Other Expenses $706,688

TOTAL EXPENSES $1,071,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,072,398	$1,069,297	+0.0%
Expenses	$1,071,329	$998,000	+0.1%
Net Income	$1,069	$71,297	-1.0%

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

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

$161,142

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMI GATTS	CHAIR	1.00	Officer Director	$0	$0	$0
ERICA MULBERGER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANNA RAMOS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER BUTLER	REGIONAL REPRESENTATIVE	1.00	Officer Director	$0	$0	$0
GREGG DOGAN	REGIONAL REPRESENTATIVE	1.00	Officer Director	$0	$0	$0
JESSE MCCREE	REGIONAL REPRESENTATIVE	1.00	Officer Director	$0	$0	$0
BILLIE BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB CHERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
PAT CLANCY	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY DISCHINAT	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA FLEMING	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN FOGARTY	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMUEL HELLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA LENAHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE MCGEEVER	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNETTE ROMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY SALONY	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER SKLODOWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
PAM STREICH	BOARD MEMBER	1.00	Director	$0	$0	$0
VIRGINIA TURANO	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET WARD	BOARD MEMBER	1.00	Director	$0	$0	$0
CARRIE AMANN	EXECUTIVE DIRECTOR (THROUGH MAY 2025)	40.00	Officer	$133,249	$27,893	$161,142
LAUREN HOLUBEC	EXECUTIVE DIRECTOR (AS OF MAY 2025)	40.00	Officer	$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	$1,072,398	$1,071,329	$820,264	$1,069
2024	$1,069,297	$998,000	$843,390	$71,297
2023	$906,878	$824,396	$548,248	$82,482
2022	$844,047	$890,191	$577,570	$-46,144
2021	$904,674	$704,171	$576,596	$200,503
2020	$235,395	$506,272	$420,891	$-270,877
2019	$564,098	$467,055	$518,322	$97,043

PENNSYLVANIA WORKFORCE DEVELOPMENT ASSOCIATION