THE POSSE FOUNDATION INC (EIN 133840394) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

DEBORAH BIAL

Phone

2124051691

Tax Period

2023-01-01 to 2023-12-31

THE POSSE FOUNDATION INC, founded in 1989, is a mid-sized nonprofit in the Education sector that reported $44.8M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.3M, a strong 34% operating margin.

Mission

POSSE STARTED BECAUSE OF ONE STUDENT WHO SAID, "I NEVER WOULD HAVE DROPPED OUT OF COLLEGE IF I HAD MY POSSE WITH ME." THE POSSE FOUNDATION, FOUNDED IN 1989, IDENTIFIES PUBLIC HIGH SCHOOL STUDENTS WITH EXTRAORDINARY ACADEMIC AND LEADERSHIP POTENTIAL WHO MAY BE OVERLOOKED BY TRADITIONAL COLLEGE SELECTION PROCESSES. THE FOUNDATION EXTENDS TO THESE STUDENTS THE OPPORTUNITY TO PURSUE PERSONAL AND ACADEMIC EXCELLENCE BY PLACING THEM IN SUPPORTIVE, MULTICULTURAL TEAMS ("POSSES") OF 10 STUDENTS. THE FOUNDATION'S PARTNER UNIVERSITIES AWARD POSSE SCHOLARS FOUR-YEAR, FULL-TUITION LEADERSHIP SCHOLARSHIPS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $34,709,348

Program Service Revenue $4,400,100

Investment Income $5,954,632

Other Revenue $-265,460

TOTAL REVENUE $44,798,620

Expense Breakdown

Grants Paid $2,360,559

Salaries & Benefits $16,804,944

Fundraising Expenses $2,864,235

Program Expenses $22,723,905

Other Expenses $10,355,841

TOTAL EXPENSES $29,521,344

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,798,620	$30,624,137	+0.5%
Expenses	$29,521,344	$25,978,887	+0.1%
Net Income	$15,277,276	$4,645,250	+2.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

252

Volunteers

1745

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

$1,148,086

Total Directors

$604,717

Key Employees

$270,472

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AJ MURPHY	TRUSTEE	2.00	Director	$0	$0	$0
ADAM TOWNSEND	TRUSTEE	2.00	Director	$0	$0	$0
ALAN BERRO	TRUSTEE	2.00	Director	$0	$0	$0
ALASTAIR BORTHWICK	TRUSTEE	4.00	Director	$0	$0	$0
ALBERTO M CARVALHO	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW MULDERRY	TRUSTEE	2.00	Director	$0	$0	$0
ANNE CHWAT	TRUSTEE (OUTGOING)	2.00	Director	$0	$0	$0
ANNIE SEIBOLD DRAPEAU	TRUSTEE	4.00	Director	$0	$0	$0
ARTA TABAEE	TRUSTEE	2.00	Director	$0	$0	$0
BARBARA JANULIS	TRUSTEE	2.00	Director	$0	$0	$0
BARTON J WINOKUR	TRUSTEE	2.00	Director	$0	$0	$0
BRAD SINGER	TRUSTEE	4.00	Director	$0	$0	$0
BRIANA ZELAYA	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES PHILLIPS	TRUSTEE	2.00	Director	$0	$0	$0
DANIEL ACHEAMPONG	TRUSTEE	2.00	Director	$0	$0	$0
DANIEL WEISS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID HARRISON	TRUSTEE	2.00	Director	$0	$0	$0
DEBORAH BIAL	PRESIDENT	40.00	Officer Director	$570,212	$34,505	$604,717
DONELLA P BROCKINGTON	TRUSTEE	4.00	Director	$0	$0	$0
ELIZABETH P MYERS	TRUSTEE	2.00	Director	$0	$0	$0
FORREST WYLIE	TRUSTEE (OUTGOING)	4.00	Director	$0	$0	$0
GLENN GREENBERG	TRUSTEE	2.00	Director	$0	$0	$0
HENRY ELLENBOGEN	CHAIR	6.00	Officer Director	$0	$0	$0
JAMES WILCOX	TRUSTEE (OUTGOING)	4.00	Director	$0	$0	$0
JASON JACOBS	TRUSTEE	4.00	Director	$0	$0	$0
JEFFREY RAICH	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER KOPYLOV	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER RICKARD	TRUSTEE	2.00	Director	$0	$0	$0
JONATHAN MEYER	TRUSTEE	4.00	Director	$0	$0	$0
JOSHUA PAULSON	TRUSTEE	2.00	Director	$0	$0	$0
JUAN RAJLIN	TREASURER	4.00	Officer Director	$0	$0	$0
JULIE PARSONS	TRUSTEE	4.00	Director	$0	$0	$0
KIM-THU POSNETT	TRUSTEE	2.00	Director	$0	$0	$0
KOBY ALTMAN	TRUSTEE	2.00	Director	$0	$0	$0
KURT SIMON	TRUSTEE	2.00	Director	$0	$0	$0
LEAH STEARNS	TRUSTEE	2.00	Director	$0	$0	$0
MARVIN FIGUEROA	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL KLUGER	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL PASSILLA	TRUSTEE	4.00	Director	$0	$0	$0
MITCH TRUWIT	TRUSTEE	2.00	Director	$0	$0	$0
NANA SARPONG	TRUSTEE	4.00	Director	$0	$0	$0
PETER E BLACKER	TRUSTEE	4.00	Director	$0	$0	$0
PHILIP M PEAD	SECRETARY	4.00	Officer Director	$0	$0	$0
PHILLIP PERELMUTER	TRUSTEE	2.00	Director	$0	$0	$0
RICK RIZZO	TRUSTEE	4.00	Director	$0	$0	$0
STEVEN GALLUCCI	TRUSTEE	4.00	Director	$0	$0	$0
STEVEN M LEFKOWITZ	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN GOLDSMITH	TRUSTEE	4.00	Director	$0	$0	$0
SUSIE SCHER	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM A PLAPINGER	TRUSTEE	4.00	Director	$0	$0	$0
WILLIAM M LEWIS JR	TRUSTEE	2.00	Director	$0	$0	$0
FRANCIS OCCENA	CFO/CAO	40.00	Officer	$245,454	$25,760	$271,214
STACEY PIERCE	CHIEF OPERATING OFFICER	40.00	Officer	$250,596	$21,559	$272,155
HEDWIG ROMA	CHIEF DEVELOPMENT OFFICER	40.00	Key Emp	$247,615	$22,857	$270,472
ANDREW GALLAGHER	ASSOCIATE VP, DEVELOPMENT	40.00	Highest	$162,750	$7,688	$170,438
AUGUSTA IRELE	VP, TRAINING, LEARNING & CURRICULUM	40.00	Highest	$147,063	$20,439	$167,502
JAMES DABNEY	REGIONAL VICE PRESIDENT (OUTGOING)	40.00	Highest	$128,295	$17,144	$145,439
NADINE DALRYMPLE	REGIONAL VICE PRESIDENT	40.00	Highest	$144,571	$15,384	$159,955
RASSAN SALANDY	VP EXTERNAL AFFAIRS	40.00	Highest	$190,686	$38,659	$229,345

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	$44,798,620	$29,521,344	$183,001,736	$15,277,276
2022	$30,624,137	$25,978,887	$157,695,711	$4,645,250
2021	$33,725,316	$23,252,059	$137,527,136	$10,473,257
2020	$44,739,225	$21,123,690	$120,660,725	$23,615,535
2019	$23,049,151	$24,372,893	$89,885,745	$-1,323,742
2018	$25,574,140	$23,549,042	$82,868,499	$2,025,098

THE POSSE FOUNDATION INC