PPL FOUNDATION (EIN 521315406) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

BERT EADES

Phone

4347244006

Tax Period

2022-01-01 to 2022-12-31

PPL FOUNDATION, founded in 1983, is a small nonprofit that reported $509K in total revenue in fiscal year 2022. Revenue surged 616% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 25% operating margin.

Mission

TO PROMOTE READING PROGRAMS AND TO PROVIDE AND MAINTAIN LIBRARY FACILITIES IN PITTSYLVANIA COUNTY

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $508,704

Program Service Revenue $0

Investment Income $652

Other Revenue $0

TOTAL REVENUE $509,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $372,784

Other Expenses $381,572

TOTAL EXPENSES $381,572

Year-over-Year Comparison

	2022	2021	Change
Revenue	$509,356	$71,179	+6.2%
Expenses	$381,572	$4,826	+78.1%
Net Income	$127,784	$66,353	+0.9%

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
MARY WERTZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
RHONDA GRIFFIN	SECRETARY	2.00	Officer Director	$0	$0	$0
BERT EADES	TREASURER	2.00	Officer Director	$0	$0	$0
DEBRA TURNER	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS ROACH	DIRECTOR	1.00	Director	$0	$0	$0
ALICE SHELTON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN EADES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE SCRUGGS	DIRECTOR	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
2022	$509,356	$381,572	$429,855	$127,784

PPL FOUNDATION