CPI FOUNDATION INC (EIN 454023363) - 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

2011

Legal Domicile

Principal Officer

THOMAS F SONGER II

Phone

8143592793

Tax Period

2024-07-01 to 2025-06-30

CPI FOUNDATION INC, founded in 2011, is a micro nonprofit in the Science & Technology sector that reported $481K in total revenue in fiscal year 2024. Revenue fell 2983% from the prior year — a significant decline worth monitoring.

Mission

TO SUPPORT THE EDUCATIONAL MISSION OF CENTRAL PENNSYLVANIA INSTITUTE OF SCIENCE AND TECHNOLOGY.

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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 $15,160

Program Service Revenue $0

Investment Income $-496,305

Other Revenue $0

TOTAL REVENUE $-481,145

Expense Breakdown

Grants Paid $8,537

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,537

Other Expenses $71,205

TOTAL EXPENSES $79,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-481,145	$16,690	-29.8%
Expenses	$79,742	$14,142	+4.6%
Net Income	$-560,887	$2,548	-221.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS F SONGER II	BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
WILLIAM MACMATH	BOARD VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEVEN C BALKEY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
AJ HARTSOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY TRITHART	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK SLEBODNIK	BOARD MEMBER (UNTIL SEPT 2024)	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
2025	$-481,145	$79,742	$586,696	$-560,887
2024	$16,690	$14,142	$1,158,083	$2,548
2023	$23,855	$25,949	$1,142,035	$-2,094
2022	$44,820	$38,655	$1,140,879	$6,165
2021	$83,346	$80,557	$1,115,624	$2,789

CPI FOUNDATION INC