PGA REACH PHILADELPHIA (EIN 821609322) - 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

2018

Legal Domicile

Principal Officer

GEOFFREY SURRETTE

Phone

2154819083

Tax Period

2023-01-01 to 2023-12-31

PGA REACH PHILADELPHIA, founded in 2018, is a small nonprofit in the Recreation & Sports sector that reported $481K in total revenue in fiscal year 2023. Expenses of $437K left a modest 9% surplus.

Mission

PGA REACH PHILADELPHIA IS COMMITTED TO SERVING OUR COMMUNITIES ANDGROWING THE GAME OF GOLF THROUGH OUR THREE PILLARS: YOUTH, MILITARY,AND DIVERSITY.

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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 $298,360

Program Service Revenue $177,588

Investment Income $3,284

Other Revenue $2,002

TOTAL REVENUE $481,234

Expense Breakdown

Grants Paid $18,935

Salaries & Benefits $0

Fundraising Expenses $68,052

Program Expenses $278,063

Other Expenses $417,574

TOTAL EXPENSES $436,509

Year-over-Year Comparison

	2023	2022	Change
Revenue	$481,234	$447,769	+0.1%
Expenses	$436,509	$297,563	+0.5%
Net Income	$44,725	$150,206	-0.7%

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
AL THORELL	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
CHARLES NELSON	DIRECTOR	1.00	Director	$0	$0	$0
CHIP MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
GRAHAM BACHMAN	DIRECTOR	1.00	Director	$0	$0	$0
GREG MARKS	TREASURER	2.00	Officer Director	$0	$0	$0
HARRY HAMMOND PGA	HONORARY CHAIRMAN	1.00	Director	$0	$0	$0
JEFF MCFADDEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BLASKAVICH	DIRECTOR	1.00	Director	$0	$0	$0
KAREN BATCHELDER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
KRISTA MITZAK	DIRECTOR	1.00	Director	$0	$0	$0
LAURA HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MOSES	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN FORD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ZISMAN	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA GANGEMI	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY SURRETTE	EXECUTIVE DIRECTOR	40.00	Officer	$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	$481,234	$436,509	$539,399	$44,725
2022	$447,769	$297,563	$432,725	$150,206
2021	$354,096	$249,016	$296,008	$105,080
2020	$219,697	$187,191	$243,932	$32,506
2019	$345,697	$233,744	$148,729	$111,953

PGA REACH PHILADELPHIA