PENNSYLVANIA CHAMBER OF BUSINESS AND INDUSTRY EDUCATIONAL FOUNDATION (EIN 251636785) - 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

1990

Legal Domicile

Principal Officer

JEWELL LESTER

Phone

7172553252

Tax Period

2023-01-01 to 2023-12-31

PENNSYLVANIA CHAMBER OF BUSINESS AND INDUSTRY EDUCATIONAL FOUNDATION, founded in 1990, is a small nonprofit in the Unknown sector that reported $243K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $88K, a strong 36% operating margin.

Mission

THE PA CHAMBER FOUNDATION IS A 501(C)(3) PA CHAMBER AFFILIATED ENTITY THAT EXISTS TO SUPPORT THE CHAMBER'S MISSION. THE FOUNDATION WORKS IN PARTNERSHIP WITH THE PA CHAMBER TO ACCELERATE THE PRIORITIES OF THE BUSINESS COMMUNITY AND SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT POSITIVELY IMPACT PENNSYLVANIA'S COMPETITIVENESS, INFRASTRUCTURE, WORKFORCE DEVELOPMENT AND EQUALITY OF OPPORTUNITY.

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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 $222,014

Program Service Revenue $4,160

Investment Income $23,955

Other Revenue $-7,456

TOTAL REVENUE $242,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,160

Other Expenses $154,874

TOTAL EXPENSES $154,874

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,673	$315,930	-0.2%
Expenses	$154,874	$439,193	-0.6%
Net Income	$87,799	$-123,263	-1.7%

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

$1,247,761

Total Directors

$776,133

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR LUKE BERNSTEIN	PRESIDENT	1.00	Officer Director	$0	$26,127	$699,905
MS JEWELL LESTER	VICE PRESIDENT	1.00	Officer	$0	$16,976	$254,248
MR SETH KEITER	TREASURER	1.00	Officer	$0	$16,507	$125,213
MS CARISSA BURGETT	SECRETARY	1.00	Officer	$0	$2,627	$92,167
MS ELIZABATH BOLDEN	BOARD UNTIL 7/23; EXECUTIVE DIRECTOR	41.25	Officer Director	$0	$5,039	$76,228
MR RICHARD EHST	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR J GARY LANGMUIR	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR DAVID KERR	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MARC LUCCA	BOARD MEMBER	1.00	Director	$0	$0	$0
MR DAVID TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JOHN LAWN	BOARD MEMBER	1.00	Director	$0	$0	$0
MR DANIEL ONORATO	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$242,673	$154,874	$1,052,231	$87,799
2022	$315,930	$439,193	$947,705	$-123,263
2021	$1,091,228	$263,143	$1,082,457	$828,085
2020	$147,511	$223,757	$262,335	$-76,246
2019	$313,021	$187,076	$431,091	$125,945
2018	$90,804	$111,469	$369,855	$-20,665

PENNSYLVANIA CHAMBER OF BUSINESS AND INDUSTRY EDUCATIONAL FOUNDATION