PHILADELPHIA PUBLIC SCHOOL RETIRED EMPLOYEES ASSOCIATION (EIN 231543187) - 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

1947

Legal Domicile

Principal Officer

STANLEY FIELD

Phone

2154008750

Tax Period

2024-01-01 to 2024-12-31

PHILADELPHIA PUBLIC SCHOOL RETIRED EMPLOYEES ASSOCIATION, founded in 1947, is a small nonprofit that reported $191K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $250K exceeded revenue, resulting in a 31% operating deficit.

Mission

TO FURTHER THE INTEREST AND WELFARE OF ITS MEMBERS AND THE PUBLIC SCHOOLS 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 $90,760

Program Service Revenue $0

Investment Income $99,802

Other Revenue $0

TOTAL REVENUE $190,562

Expense Breakdown

Grants Paid $15,500

Salaries & Benefits $26,343

Fundraising Expenses $0

Program Expenses $139,449

Other Expenses $164,899

TOTAL EXPENSES $249,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,562	$294,408	-0.4%
Expenses	$249,594	$241,328	+0.0%
Net Income	$-59,032	$53,080	-2.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STANLEY FIELD	TREASURER	10.00	Director	$0	$0	$0
SHERRY O MORRIS	PRESIDENT	10.00	Director	$0	$0	$0
THERESA MCKINZIE	ASST TREASURER	5.00	Director	$0	$0	$0
NATHANIA JOHNSON	CORRESPONDING SECRETARY	5.00	Director	$0	$0	$0
HEDY ANN GUYER	RECORDING SECRETARY	5.00	Director	$0	$0	$0
MAMIE BRYAN	PRESIDENT-ELECT	5.00	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
2024	$190,562	$249,594	$3,559,581	$-59,032
2023	$294,408	$241,328	$3,179,580	$53,080
2022	$203,080	$215,035	$3,137,314	$-11,955
2021	$255,940	$167,094	$3,686,823	$88,846
2020	$195,162	$161,213	$3,109,614	$33,949
2019	$299,929	$278,064	$2,765,284	$21,865
2018	$204,817	$243,991	$2,516,192	$-39,174

PHILADELPHIA PUBLIC SCHOOL RETIRED EMPLOYEES ASSOCIATION