THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA (EIN 200153451) - 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

2003

Legal Domicile

Principal Officer

KATHRYN EPPS ROBERSON

Phone

2159797101

Tax Period

2024-07-01 to 2025-06-30

THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA, founded in 2003, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.6M in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 24% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO SUPPORT THE SCHOOL DISTRICT OF PHILADELPHIA.

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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 $13,037,514

Program Service Revenue $0

Investment Income $214,705

Other Revenue $305,002

TOTAL REVENUE $13,557,221

Expense Breakdown

Grants Paid $9,080,720

Salaries & Benefits $783,400

Fundraising Expenses $373,739

Program Expenses $9,237,780

Other Expenses $434,107

TOTAL EXPENSES $10,298,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,557,221	$6,804,641	+1.0%
Expenses	$10,298,227	$5,801,374	+0.8%
Net Income	$3,258,994	$1,003,267	+2.2%

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

$235,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED ZIMMERMAN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DAVID THOMAS	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT W BOGLE	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
SYLVIE GALLIER HOWARD	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT ARCHIE	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH BETHEL	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELDON M BONOVITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ALIYA CATANCH-BRADLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMLIME CHEK-TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
HAROLD HONICKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH LEAPHART	BOARD MEMBER	1.00	Director	$0	$0	$0
GINA A MONTANA	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE W NAIDOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER RICE	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD VAGUE	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD WORLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXANDRA COPPADGE WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH GALBALLY	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHRYN EPPS ROBERSON	CEO	40.00	Officer	$235,300	$0	$235,300
KATHERINE E RUBINO	VP OF DEVELOPMENT	40.00	Highest	$166,220	$0	$166,220

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
2025	$13,557,221	$10,298,227	$12,197,748	$3,258,994
2024	$6,804,641	$5,801,374	$8,588,232	$1,003,267
2023	$4,471,465	$5,577,924	$8,508,049	$-1,106,459
2022	$5,270,828	$5,714,893	$9,139,562	$-444,065
2021	$6,362,097	$4,614,456	$9,470,254	$1,747,641
2020	$11,950,754	$10,630,476	$7,646,928	$1,320,278
2019	$6,062,292	$2,761,440	$6,319,307	$3,300,852
2018	$2,875,159	$3,834,035	$2,947,232	$-958,876

THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA