PENNSYLVANIA TRAINING ASSURANCE FUND (EIN 251676445) - 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

1992

Legal Domicile

Principal Officer

JAMES DEAN

Phone

7244394900

Tax Period

2024-07-01 to 2025-06-30

PENNSYLVANIA TRAINING ASSURANCE FUND, founded in 1992, is a small nonprofit in the Community Improvement sector that reported $186K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $142K, a strong 76% operating margin.

Mission

SURETY PROTECTION FOR UNEARNED OR PREPAID TUITION OF STUDENTS ENROLLED IN PA PRIVATE SCHOOLS.

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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 $8,100

Investment Income $177,485

Other Revenue $0

TOTAL REVENUE $185,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $44,038

TOTAL EXPENSES $44,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,585	$149,691	+0.2%
Expenses	$44,038	$37,989	+0.2%
Net Income	$141,547	$111,702	+0.3%

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

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
JAMES DEAN	CHAIRPERSON	N/A	Officer Director	$0	$0	$0
NANCY DECKER	TREASURER	N/A	Officer Director	$0	$0	$0
JEFF WALLACE	BOARD MEMBER	N/A	Director	$0	$0	$0
TODD BOSLAU	BOARD MEMBER	N/A	Director	$0	$0	$0
TIMOTHY DOWNS	BOARD MEMBER	N/A	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	$185,585	$44,038	$3,439,062	$141,547
2024	$149,691	$37,989	$3,135,007	$111,702
2023	$149,463	$40,898	$2,874,609	$108,565
2022	$211,998	$43,665	$2,671,268	$168,333
2021	$189,587	$42,555	$3,024,949	$147,032
2020	$82,863	$41,080	$2,478,129	$41,783
2019	$182,637	$42,500	$2,492,399	$140,137
2018	$154,651	$42,203	$2,440,943	$112,448

PENNSYLVANIA TRAINING ASSURANCE FUND