THE PHILADELPHIA FOUNDATION (EIN 231581832) - 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

1918

Legal Domicile

Principal Officer

PEDRO A RAMOS

Phone

2155636417

Tax Period

2023-01-01 to 2023-12-31

THE PHILADELPHIA FOUNDATION, founded in 1918, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $57.3M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $54.3M left a modest 5% surplus.

Mission

COMMUNITY FOUNDATION STRENGTHENS THE ECONOMIC, SOCIAL & CIVIC VITALITY OF GREATER PHILADELPHIA.

🔒

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 $34,147,409

Program Service Revenue $592,028

Investment Income $22,472,810

Other Revenue $133,274

TOTAL REVENUE $57,345,521

Expense Breakdown

Grants Paid $44,811,931

Salaries & Benefits $3,744,232

Fundraising Expenses $359,007

Program Expenses $48,868,861

Other Expenses $5,711,762

TOTAL EXPENSES $54,267,925

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,345,521	$80,318,312	-0.3%
Expenses	$54,267,925	$48,747,954	+0.1%
Net Income	$3,077,596	$31,570,358	-0.9%

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

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

$742,511

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEDRO A RAMOS	PRESIDENT & CEO, SECRETARY	35.00	Officer	$424,584	$66,225	$490,809
ORLANDO ESPOSITO	CHIEF FINANCIAL OFFICER	35.00	Officer	$200,158	$51,544	$251,702
HELEN BOOTH	CHIEF OF STAFF	35.00	Highest	$164,942	$39,273	$204,215
KEVIN DOW	EXEC. DIRECTOR, REGIONAL FOUNDATION	35.00	Highest	$169,000	$18,387	$187,387
THEODORE QUALLI	DIR. OF COMMUNICATIONS AND MARKETING	35.00	Highest	$154,904	$16,665	$171,569
DIANE MELLEY	EXECUTIVE DIR. & SENIOR ADVISOR	35.00	Highest	$115,583	$39,546	$155,129
DEBORAH BENTZEL	SR. PROG. OFCR., REGIONAL FOUNDATION	35.00	Highest	$118,384	$11,643	$130,027
LON GREENBERG	CHAIR JUL 2023, VICE CHAIR	2.20	Officer Director	$0	$0	$0
WILLIAM J BURKE	TREASURER	2.20	Officer Director	$0	$0	$0
KATE ALLISON	CHAIR TO JUN 2023, BRD MBR	2.20	Officer Director	$0	$0	$0
STEVEN SCOTT BRADLEY	BOARD MEMBER	2.20	Director	$0	$0	$0
FERNANDO CHANG-MUY	BOARD MEMBER	2.20	Director	$0	$0	$0
HOLLY FLANAGAN	BOARD MEMBER	2.20	Director	$0	$0	$0
CHRISTINA MESIRES FOURNARIS	BOARD MEMBER	2.20	Director	$0	$0	$0
WILLIAM P HANKOWSKY	BOARD MEMBER	2.20	Director	$0	$0	$0
DIXIANNE JAMES	BOARD MEMBER	2.20	Director	$0	$0	$0
SHIRIN KARSAN	BOARD MEMBER	2.20	Director	$0	$0	$0
EVELYN MCNIFF	BOARD MEMBER	2.20	Director	$0	$0	$0
MICHAEL K PEARSON	BOARD MEMBER	2.20	Director	$0	$0	$0
R DUANE PERRY	BOARD MEMBER	2.20	Director	$0	$0	$0
WENDELL PRITCHETT	BOARD MEMBER	2.20	Director	$0	$0	$0
ANDREW ROGOFF	BOARD MEMBER	2.20	Director	$0	$0	$0
JANE SCACCETTI	BOARD MEMBER	2.20	Director	$0	$0	$0
EVAN URBANIA	BOARD MBR AS OF MAY 2023	2.20	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	No data	No data	No data	No data
2023	$57,345,521	$54,267,925	$630,809,001	$3,077,596
2022	$80,318,312	$48,747,954	$584,384,980	$31,570,358
2021	$72,684,648	$61,244,181	$669,216,014	$11,440,467
2020	$77,874,752	$88,811,151	$520,035,912	$-10,936,399
2019	$66,660,025	$34,669,527	$497,405,675	$31,990,498
2018	$79,448,283	$34,874,966	$414,429,037	$44,573,317

THE PHILADELPHIA FOUNDATION