PNC FINANCIAL SVCS GROUP INC RETIR… - Form 990 Financial Data

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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

2015

Legal Domicile

Principal Officer

CARRIE CARSON

Phone

4128076258

Tax Period

2025-01-01 to 2025-12-31

PNC FINANCIAL SVCS GROUP INC RETIREE HEALTH CARE REIMBURSEMENT & LIFE INS, founded in 2015, is a mid-sized nonprofit in the Mutual Benefit sector that reported $10.9M in total revenue in fiscal year 2025. Revenue surged 185% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.7M, a strong 99% operating margin.

Mission

TO PROVIDE FUNDING FOR A PNC RETIREES' HEALTH CARE REIMBURSEMENT AND LIFE INSURANCE PLAN.

Program Service Accomplishments

Program 1

THE ORGANIZATION PROVIDES FUNDING FOR A HEALTH CARE REIMBURSEMENT AND LIFE INSURANCE PLAN FOR RETIRED EMPLOYEES OF PNC FINANCIAL SERVICES GROUP, INC. AND AFFILIATES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $10,734,008

Other Revenue $116,866

TOTAL REVENUE $10,850,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $116,866

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $116,866

Year-over-Year Comparison

	2025	2024	Change
Revenue	$10,850,874	$3,807,462	+1.8%
Expenses	$116,866	$115,499	+0.0%
Net Income	$10,734,008	$3,691,963	+1.9%

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

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
N/A	INSTITUTIONAL TRUSTEE	1.00		$116,866	$0	$116,866

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	$10,850,874	$116,866	$268,890,692	$10,734,008
2024	$3,807,462	$115,499	$257,905,328	$3,691,963
2023	$2,111,482	$110,272	$256,537,722	$2,001,210
2022	$3,387,117	$136,270	$239,671,210	$3,250,847
2021	$8,011,017	$56,350	$260,799,320	$7,954,667
2020	$7,732,287	$82,664	$258,760,047	$7,649,623
2019	$7,892,444	$129,539	$244,754,479	$7,762,905
2018	$6,962,132	$1,200,262	$229,708,833	$5,761,870

PNC FINANCIAL SVCS GROUP INC RETIREE HEALTH CARE REIMBURSEMENT & LIFE INS