Pennsylvania United (EIN 823674888) - 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

JENNIFER RAFANAN KENNEDY

Phone

4122318648

Tax Period

2023-01-01 to 2023-12-31

Pennsylvania United, founded in 2018, is a community nonprofit in the Civil Rights & Advocacy sector that reported $3.1M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $513K, a strong 16% operating margin.

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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 $3,043,509

Program Service Revenue $0

Investment Income $3,660

Other Revenue $85,086

TOTAL REVENUE $3,132,255

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,683,196

Fundraising Expenses $90,812

Program Expenses $2,180,531

Other Expenses $935,788

TOTAL EXPENSES $2,618,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,132,255	$4,427,832	-0.3%
Expenses	$2,618,984	$3,349,212	-0.2%
Net Income	$513,271	$1,078,620	-0.5%

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

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

$282,213

Total Directors

$135,956

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX WALLACH HANSON	Secretary	32.00	Officer Director	$37,626	$0	$135,956
JENNIFER RAFANAN KENNEDY	Managing Director	12.00	Officer	$21,882	$0	$146,257
JENNIFER QUINN	Director	0.500	Director	$0	$0	$0
JESS BURGAN	Director	0.500	Director	$0	$0	$0
KADIDA KENNER	Director	0.500	Director	$0	$0	$0
LISA FRANK	Chairman	2.000	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	No data	No data	No data	No data
2023	$3,132,255	$2,618,984	$2,382,736	$513,271
2022	$4,427,832	$3,349,212	$1,619,903	$1,078,620
2021	$1,321,633	$1,599,174	$520,714	$-277,541
2020	$2,405,813	$1,755,819	$796,579	$649,994
2020	$1,200,949	$992,315	$635,009	$208,634
2019	$714,041	$542,162	$421,215	$171,879

Pennsylvania United