The Merchants Fund of Philadelphia

EIN: 231584975 501(c)(3)

Philadelphia, PA

Total Revenue
$1,845,017
Total Expenses
$1,145,083
Total Assets
$18,150,318
Net Assets
$17,993,035
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1854
Legal Domicile
PA
Principal Officer
JILL FINK
Phone
2153991339
Tax Period
2024-01-01 to 2024-12-31

The Merchants Fund of Philadelphia, founded in 1854, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $700K, a strong 38% operating margin.

Mission

TO PROVIDE GRANTS AND OTHER SUPPORT TO MERCHANTS AND SMALL BUSINESSES IN 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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $948,564
Program Service Revenue $0
Investment Income $896,453
Other Revenue $0
TOTAL REVENUE $1,845,017

Expense Breakdown

Grants Paid $661,544
Salaries & Benefits $296,862
Fundraising Expenses $19,751
Program Expenses $921,869
Other Expenses $186,677
TOTAL EXPENSES $1,145,083

Year-over-Year Comparison

2024 2023 Change
Revenue $1,845,017 $1,632,137 +0.1%
Expenses $1,145,083 $1,771,946 -0.4%
Net Income $699,934 $-139,809 -6.0%
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

Sign In

Governance

Voting Members
15
Independent Members
15
Employees
3
Volunteers
19

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
5
$188,312
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JILL FINK EXECUTIVE DIRECTOR 40.0
Officer
$172,634 $15,678 $188,312
KERSEY AZOCAR BOARD MEMBER 1.0
Director
$0 $0 $0
TOM GINSBERG BOARD MEMBER 1.0
Director
$0 $0 $0
PETER GONZALES PRESIDENT 1.0
Officer Director
$0 $0 $0
BRUCE HOTALING BOARD MEMBER 1.0
Director
$0 $0 $0
JAMES JOHNSON-PIETT BOARD MEMBER 1.0
Director
$0 $0 $0
VANESSA LOWE BOARD MEMBER 1.0
Director
$0 $0 $0
SEULKY MCINNESHIN BOARD MEMBER 1.0
Director
$0 $0 $0
CAREY MORGAN TREASURER 1.0
Officer Director
$0 $0 $0
SHAWN NESBIT BOARD MEMBER 1.0
Director
$0 $0 $0
SAMANTHA PORTER SECRETARY 1.0
Officer Director
$0 $0 $0
ELBERT SAMPSON BOARD MEMBER 1.0
Director
$0 $0 $0
SHALIMAR THOMAS BOARD MEMBER 1.0
Director
$0 $0 $0
JOANNA WINCHESTER BOARD MEMBER 1.0
Director
$0 $0 $0
ANA LISA YODER VICE PRESIDENT 1.0
Officer Director
$0 $0 $0
ADNAN ZULFIQAR BOARD MEMBER 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 $1,845,017 $1,145,083 $18,150,318 $699,934
2023 $1,632,137 $1,771,946 $16,227,053 $-139,809
2022 $540,760 $1,100,033 $14,303,804 $-559,273
2021 $1,417,216 $1,120,471 $18,136,342 $296,745
Explore More Nonprofits
→Top 100 Nonprofits in Pennsylvania →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare The Merchants Fund of Philadelphia with other nonprofits in Pennsylvania and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.