PAC HOLDING INC (EIN 431856971) - 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

1999

Legal Domicile

Principal Officer

DAVID C LADY

Phone

8169321219

Tax Period

2023-01-01 to 2023-12-31

PAC HOLDING INC, founded in 1999, is a small nonprofit in the Community Improvement sector that reported $165K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. Net assets of $12.9M represent 935 months of operating reserves.

Mission

TO HOLD TITLE TO PROPERTY, COLLECT INCOME THEREFROM, AND TURN OVER THE ENTIRE AMOUNT THEREOF, LESS EXPENSES, TO THE MURIEL MCBRIEN KAUFFMAN FAMILY FOUNDATION, A QUALIFIED 501(C)(3) ORGANIZATION.

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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 $165,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $165,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $160,543

TOTAL EXPENSES $160,543

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,000	$110,000	+0.5%
Expenses	$160,543	$112,880	+0.4%
Net Income	$4,457	$-2,880	-2.5%

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

$333,982

Total Directors

$333,982

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID C LADY	PRESIDENT	1.00	Officer Director	$0	$62,199	$333,982
PETER BROWN	SECRETARY	1.00	Officer Director	$0	$0	$0
GEORGE JANDL	TREASURER	1.00	Officer 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	$165,000	$160,543	$12,857,950	$4,457
2022	$110,000	$112,880	$12,853,493	$-2,880
2021	$115,000	$111,863	$12,856,373	$3,137
2020	$115,000	$111,731	$12,853,236	$3,269
2019	$10,000	$13,506	$12,849,967	$-3,506

PAC HOLDING INC