PMA EDUCATION FUND

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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

2003

Legal Domicile

Phone

2063250489

Tax Period

2024-01-01 to 2024-12-31

PMA EDUCATION FUND, founded in 2003, is a small nonprofit in the Education sector that reported $268K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $326K exceeded revenue, resulting in a 22% operating deficit.

Mission

PMA EDUCATION FUND WORKS TO BE THE TRUSTED RESOURSE AND THOUGHT-LEADER FOR FUNERAL CHOICE, EDUCATION AND ADVOCACY IN WASHINGTON STATE. WE ENVISION A FUTURE WHERE EVERYONE HAS ACCESS TO AFTER-DEATH ARRANGEMENTS THAT REFLECT THEIR PERSONAL VALUES AND RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $118,890 Revenue: $37,617

EDUCATING MEMBERS ABOUT OPTIONS AND ENCOURAGING THEM TO COMPLETE ADVANCEPLANNING DOCUMENTS TO PRE-AUTHORIZE THEIR BURIAL OR CREMATION ARRANGEMENTS.PMA EDUCATION FUND MAKES THIS INFORMATION AND THESE FORMS AVAILABLE TOMEMBERS THROUGH NEW MEMBER PACKETS, EDUCATIONAL EVENTS AND ON OUR WEBSITE.SIMPLIFYING THE PROCESS OF PRE-AUTHORIZING FUNERAL ARRANGEMENTS NOT ONLYASSURES MEMBERS THAT THEIR CREMATION OR BURIAL WISHES WILL BE HONORED BUTALSO HELPS FAMILIES MAKE INFORMED CHOICES THAT ARE CONSISTENT WITH THEIRVALUES AS WELL WITHIN THEIR FAMILY BUDGET.

Program 2

Expenses: $100,497 Revenue: $36,437

MAKING SIMPLE, DIGNIFIED, AFFORDABLE CREMATION AND BURIAL SERVICESAVAILABLE TO CONSUMERS. THIS IS ACCOMPLISHED THROUGH NEGOTIATING CONTRACTSWITH 22 FUNERAL HOMES ACROSS THE STATE OF WASHINGTON, WHICH...

Program 3

Expenses: $51,332 Revenue: $16,241

EDUCATING ALL CONSUMERS REGARDING THEIR RIGHTS, OPTIONS ANDRESPONSIBILITIES IN MAKING DEATH CARE CHOICES. THIS IS ACCOMPLISHED THROUGHPROVIDING CONSUMER INFORMATION ON OUR WEBSITE, THROUGH PUBLIC...

EDUCATING ALL CONSUMERS REGARDING THEIR RIGHTS, OPTIONS ANDRESPONSIBILITIES IN MAKING DEATH CARE CHOICES. THIS IS ACCOMPLISHED THROUGHPROVIDING CONSUMER INFORMATION ON OUR WEBSITE, THROUGH PUBLIC SPEAKINGENGAGEMENTS AND BY ANSWERING PHONE CALLS AND EMAILS FOR THOUSANDS OFCONSUMERS EVERY YEAR.

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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 $144,216

Program Service Revenue $120,035

Investment Income $3,708

Other Revenue $0

TOTAL REVENUE $267,959

Expense Breakdown

Grants Paid $20,075

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $270,719

Other Expenses $305,888

TOTAL EXPENSES $325,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,959	$299,911	-0.1%
Expenses	$325,963	$281,243	+0.2%
Net Income	$-58,004	$18,668	-4.1%

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

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
LAUREL SEXTON	BOARD MEMBER	5.00	Director	$0	$0	$0
MEGHAN WALKER	President	5.00	Officer Director	$0	$0	$0
KENDALL HANSON SEXTON	BOARD MEMBER	5.00	Director	$0	$0	$0
DENNIS BARNES	BOARD MEMBER	5.00	Director	$0	$0	$0
TOM BIRO	Secretary	5.00	Officer Director	$0	$0	$0
JANICE JACKSON-HALEY	BOARD MEMBER	5.00	Director	$0	$0	$0
KATY ROBERTS	Vice President	5.00	Officer Director	$0	$0	$0
ERIKA CAMPBELL	BOARD MEMBER	5.00	Director	$0	$0	$0
LOUISE KATO	TREASURER	5.00	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	$267,959	$325,963	$241,982	$-58,004
2023	$299,911	$281,243	$296,778	$18,668
2022	$272,953	$255,259	$314,109	$17,694
2021	$290,261	$263,898	$303,621	$26,363
2020	$235,347	$217,639	$301,516	$17,708
2019	$232,806	$195,289	$256,762	$37,517
2018	$208,328	$191,218	$216,496	$17,110