Penn Engineering Charitable Foundation (EIN 931397874) - 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

2023

Legal Domicile

Principal Officer

Greg Hess

Phone

2157668853

Tax Period

2024-01-01 to 2024-12-31

Penn Engineering Charitable Foundation, founded in 2023, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $218K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $206K left a modest 6% surplus.

Mission

To engage in activites to fulfill the charitable mission of supporting the communities around Penn Engineering and Manufacturing Corp. and its affiliates. Activities include community garden, need based assistance, etc.

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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 $217,778

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $217,778

Expense Breakdown

Grants Paid $205,574

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $205,574

Other Expenses $0

TOTAL EXPENSES $205,574

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,778	$145,625	+0.5%
Expenses	$205,574	$124,061	+0.7%
Net Income	$12,204	$21,564	-0.4%

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

N/A

Employees

N/A

Volunteers

150

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
Caryn Dashukewich	Director	N/A	Director	$0	$0	$0
Greg Hess	Director	N/A	Director	$0	$0	$0
Ewa Lohmann	Director	N/A	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	$217,778	$205,574	$33,768	$12,204
2023	$145,625	$124,061	$21,564	$21,564

Penn Engineering Charitable Foundation