PWC FOUNDATION INC (EIN 136116238) - 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

1942

Legal Domicile

Principal Officer

MICHAEL SUTPHIN

Phone

8133487725

Tax Period

2023-10-01 to 2024-09-30

PWC FOUNDATION INC, founded in 1942, is a community nonprofit in the Education sector that reported $7.3M in total revenue in fiscal year 2023. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $39.0M exceeded revenue, resulting in a 431% operating deficit.

Mission

ASSISTANCE TO THE PEOPLE OF PWC US GROUP LLP ("PWC"THE FIRM") IN TIMES OF FINANCIAL HARDSHIP AND TO NON-PROFIT ORGANIZATIONS THAT SUPPORT, PROMOTE AND INVEST IN EMERGING SOLUTIONS TO SOCIETY'S GREATEST CHALLENGES IN EDUCATION AND HUMANITARIANISM.

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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 $3,201,013

Program Service Revenue $0

Investment Income $4,131,344

Other Revenue $0

TOTAL REVENUE $7,332,357

Expense Breakdown

Grants Paid $36,268,758

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,823,446

Other Expenses $2,689,766

TOTAL EXPENSES $38,958,524

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,332,357	$23,656,851	-0.7%
Expenses	$38,958,524	$37,700,423	+0.0%
Net Income	$-31,626,167	$-14,043,572	+1.3%

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
MICHAEL SUTPHIN	TRUSTEE/PRESIDENT	5.0	Officer Director	$0	$0	$0
JEAN E LEE	TREASURER (AS OF 1/24)/TRUSTEE	5.0	Officer Director	$0	$0	$0
CHRISTINE FREYERMUTH	TRS.(THRU 12/23),SEC.(1/24),TR	5.0	Officer Director	$0	$0	$0
ELIZABETH DIEP	TRUSTEE	5.0	Director	$0	$0	$0
RAKESH BHATIA	TRUSTEE	1.0	Director	$0	$0	$0
JEANETTE DERN	TRUSTEE	1.0	Director	$0	$0	$0
STACEY EMPSON	SECRETARY (THRU 12/23)/TRUSTEE	1.0	Officer Director	$0	$0	$0
AMANDA FOSTER	TRUSTEE	1.0	Director	$0	$0	$0
ROB GITTINGS	TRUSTEE	1.0	Director	$0	$0	$0
JEANELLE JOHNSON	TRUSTEE	1.0	Director	$0	$0	$0
TRACEE JONES	TRUSTEE (AS OF 12/19/23)	1.0	Director	$0	$0	$0
JAMES KOLAR	TRUSTEE	1.0	Director	$0	$0	$0
SAMEER MELEHANI	TRUSTEE	1.0	Director	$0	$0	$0
MARIA MOATS	TRUSTEE	1.0	Director	$0	$0	$0
MITCHELL ROSCHELLE	TRUSTEE (THRU 3/1/24)	1.0	Director	$0	$0	$0
KAYVAN SHAHABI	TRUSTEE	1.0	Director	$0	$0	$0
MARTIN CHIP SHERRILL	TRUSTEE (AS OF 12/19/23)	1.0	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	$7,332,357	$38,958,524	$77,145,151	$-31,626,167
2023	$23,656,851	$37,700,423	$109,301,795	$-14,043,572
2022	$35,126,012	$26,597,329	$110,028,643	$8,528,683
2021	$48,848,686	$18,588,139	$102,327,262	$30,260,547
2020	$35,716,869	$27,766,361	$73,186,374	$7,950,508

PWC FOUNDATION INC