THE PHILADELPHIA EDUCATION FUND (EIN 222567982) - 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

1984

Legal Domicile

Principal Officer

FARAH JIMENEZ

Phone

2156651400

Tax Period

2024-07-01 to 2025-06-30

THE PHILADELPHIA EDUCATION FUND, founded in 1984, is a community nonprofit in the Youth Development sector that reported $5.1M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $13.5M represent 32 months of operating reserves.

Mission

CREATES EQUITABLE ACCESS TO OPPORTUNITIES FOR STUDENTS THAT BUILD PATHS TO COLLEGE AND CAREER SUCCESS.

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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 $3,326,536

Program Service Revenue $1,323,491

Investment Income $370,163

Other Revenue $81,544

TOTAL REVENUE $5,101,734

Expense Breakdown

Grants Paid $852,996

Salaries & Benefits $2,927,271

Fundraising Expenses $148,937

Program Expenses $4,477,464

Other Expenses $1,281,327

TOTAL EXPENSES $5,061,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,101,734	$4,683,877	+0.1%
Expenses	$5,061,594	$4,564,204	+0.1%
Net Income	$40,140	$119,673	-0.7%

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

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

$343,771

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FARAH JIMENEZ	PRESIDENT AND CEO	35.00	Officer	$198,581	$23,823	$222,404
BRYAN DEFONEY	VP OF PROGRAMS	35.00	Officer	$116,200	$5,167	$121,367
DAVID GARBE	DIRECTOR, MCKINNEY CENTER	35.00	Highest	$116,400	$5,255	$121,655
ASIM Z HAQUE	CHAIR	2.00	Officer Director	$0	$0	$0
JOANN MITCHELL	VICE CHAIR	1.50	Officer Director	$0	$0	$0
TOM BALL	TREASURER	1.50	Officer Director	$0	$0	$0
JULIANA MOSELY-WILLIAMS	SECRETARY	1.50	Officer Director	$0	$0	$0
CHERYL L BAXTER	MEMBER	1.00	Director	$0	$0	$0
MARK BLASKEY	MEMBER	1.00	Director	$0	$0	$0
STEVEN BRADLEY	MEMBER	1.00	Director	$0	$0	$0
VALERIE BROWN	MEMBER	1.00	Director	$0	$0	$0
RICHARD CORCORAN	MEMBER	1.00	Director	$0	$0	$0
RIPLEY DWYER	MEMBER	1.00	Director	$0	$0	$0
SUSAN LORENZ-FISHER	MEMBER	1.00	Director	$0	$0	$0
PHILLIP GABLER	MEMBER	1.00	Director	$0	$0	$0
JOHN G GINELLI	MEMBER	1.00	Director	$0	$0	$0
LA-TOYA P HACKNEY	MEMBER	1.00	Director	$0	$0	$0
BRAD HODGE	MEMBER	1.00	Director	$0	$0	$0
ALQUON HODGES	MEMBER	1.00	Director	$0	$0	$0
THOMAS MORRISON	MEMBER	1.00	Director	$0	$0	$0
PEDRO RIVERA	MEMBER	1.00	Director	$0	$0	$0
SHAWN SAMUEL	MEMBER	1.00	Director	$0	$0	$0
MARGARET STEELE	MEMBER	1.00	Director	$0	$0	$0
BRANDEN SWEETSER	MEMBER	1.00	Director	$0	$0	$0
KIMBERLY TOMBASCO	MEMBER	1.00	Director	$0	$0	$0
KIMBERLY TYLER-BENNS	MEMBER	1.00	Director	$0	$0	$0
GREG VERNICK	MEMBER	1.00	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
2025	$5,101,734	$5,061,594	$14,350,614	$40,140
2024	No data	No data	No data	No data
2023	$3,867,759	$4,103,927	$13,102,729	$-236,168
2022	$6,752,590	$3,118,656	$12,054,730	$3,633,934
2021	$3,554,527	$2,956,718	$9,790,760	$597,809
2020	$4,219,757	$3,117,507	$8,690,765	$1,102,250
2019	$2,730,820	$2,752,969	$6,557,544	$-22,149
2018	$2,522,835	$2,635,894	$6,557,497	$-113,059

THE PHILADELPHIA EDUCATION FUND