TPhilanthropy, Voluntarism & GrantmakingEIN: 010760254· Ruling Year: 2003

Penn Foundation Trust

Sellersville, Pennsylvania

B+Health Score
69B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 8 peers in Philanthropy, Voluntarism & Grantmaking with $100K-$1M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org42.23×
Peer Median13.69×
💰
$383K
Total Revenue
📊
$186K
Total Expenses
🏦
$7.9M
Net Assets
📋
$37K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+45.2%
Year-over-year change (2023 → 2024)
Net Margin
+51.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
42.23
Net assets divided by total expenses
Liabilities-to-Assets
0.5%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2024$382,63245%$186,05411%$7,894,0329%
2023$263,55562%$167,27479%$7,273,0947%
2022$688,97258%$796,332140%$6,826,88819%
2021$1,627,606379%$331,71549%$8,464,01738%
2020$340,11554%$222,41769%$6,129,4676%
2019$732,10116%$728,998306%$6,512,8171%
2018$633,45315%$179,52467%$6,554,53311%
2017$552,95228%$549,051185%$5,922,36516%
2016$766,89052%$192,385107%$5,096,07710%
2015$505,10044%$92,877208%$4,644,7208%
2014$899,83377%$30,14099%$4,319,32635%
2013$507,71964%$2,781,52037%$3,188,90339%
2012$1,425,29539%$4,436,4001597%$5,267,66237%
2011$1,027,824$261,481$8,351,828

Frequently Asked Questions

What does Penn Foundation Trust do?

Penn Foundation Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Pennsylvania. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Penn Foundation Trust financially healthy?

Based on our 9-metric Financial Health Score model, Penn Foundation Trust has a score of 69/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Penn Foundation Trust generate?

Penn Foundation Trust reports $577K in annual revenue and holds $8.4M in total assets, based on IRS filings.

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