PHILADELPHIA BAR FOUNDATION (EIN 231660797) - 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

1964

Legal Domicile

Principal Officer

JESSICA HILBURN-HOLMES

Phone

2152386334

Tax Period

2023-01-01 to 2023-12-31

PHILADELPHIA BAR FOUNDATION, founded in 1964, is a community nonprofit in the Crime & Legal sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 16% operating deficit.

Mission

THROUGH PROGRAMS, GRANTS, AND PARTNERSHIPS, THE PHILADELPHIA BAR FOUNDATION REMOVES BARRIERS TO JUSTICE, ENGAGES THE COMMUNITY IN SUPPORT OF CIVIL LEGAL AID, AND BUILDS SYSTEM-WIDE CAPACITY IN ORDER TO STRENGTHEN THE PROVISION OF QUALITY LEGAL SERVICES AND TO ENSURE THAT ALL INDIVIDUALS UNDERSTAND THEIR RIGHTS TO EQUAL JUSTICE UNDER LAW.

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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 (2023)

Revenue Breakdown

Contributions & Grants $987,004

Program Service Revenue $0

Investment Income $260,632

Other Revenue $-29,168

TOTAL REVENUE $1,218,468

Expense Breakdown

Grants Paid $783,438

Salaries & Benefits $421,162

Fundraising Expenses $154,493

Program Expenses $964,082

Other Expenses $208,481

TOTAL EXPENSES $1,413,081

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,218,468	$805,618	+0.5%
Expenses	$1,413,081	$965,176	+0.5%
Net Income	$-194,613	$-159,558	+0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA HILBURN-HOLMES	EXECUTIVE DIRECTOR	35.00	Officer	$0	$0	$0
PAUL KIRK	DIRECTOR OF OPERATIONS	30.00	Officer	$0	$0	$0
NIKI T INGRAM	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOSHUA D SNYDER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MARK A GITTELMAN	TREASURER	5.00	Officer Director	$0	$0	$0
WILL W SACHSE	ASSISTANT TREASURER	5.00	Officer Director	$0	$0	$0
LAWRENCE F WALKER	SECRETARY	5.00	Officer Director	$0	$0	$0
LESLIE E JOHN	DIVERSITY EQUITY AND INCLUSION OFFICER	5.00	Officer Director	$0	$0	$0
JENNEDY S JOHNSON	DIVERSITY EQUITY AND INCLUSION OFFICER	5.00	Officer Director	$0	$0	$0
DANIEL AIKEN	TRUSTEE	1.00	Director	$0	$0	$0
MEREDITH S AUTEN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERTA BARSOTTI	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER L BEIDEL	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW W BOCZKOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTIAN W CASTILE ESQ	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER S COATSWORTH	TRUSTEE	1.00	Director	$0	$0	$0
RASHEEN DAVIS MERRITT	TRUSTEE	1.00	Director	$0	$0	$0
JOHN W DEVINE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER D DURHAM	TRUSTEE	1.00	Director	$0	$0	$0
MELANIE J FOREMAN	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW A GRUBMAN	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW A HAMERMESH	TRUSTEE	1.00	Director	$0	$0	$0
TIM J HOBAN	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK HOWARD	TRUSTEE	1.00	Director	$0	$0	$0
HARVEY L HURDLE JR	TRUSTEE	1.00	Director	$0	$0	$0
KATAYUN I JAFFARI	TRUSTEE	1.00	Director	$0	$0	$0
KRYSTAL KANE	TRUSTEE	1.00	Director	$0	$0	$0
BRENT W LANDAU	TRUSTEE	1.00	Director	$0	$0	$0
CHERYL D MADDOX	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY A MENKOWITZ	TRUSTEE	1.00	Director	$0	$0	$0
HARSINIE W PANDITARATNE	TRUSTEE	1.00	Director	$0	$0	$0
JENNIE PHILIP	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA RUTH	TRUSTEE	1.00	Director	$0	$0	$0
LISA M SCIDURLO	TRUSTEE	1.00	Director	$0	$0	$0
ZACHARY STRASSBURGER	TRUSTEE	1.00	Director	$0	$0	$0
ROBIN P SUMNER	TRUSTEE	1.00	Director	$0	$0	$0
PATRICE A TOLAND	TRUSTEE	1.00	Director	$0	$0	$0
MARC J ZUCKER	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$1,218,468	$1,413,081	$6,520,183	$-194,613
2022	$805,618	$965,176	$8,635,491	$-159,558
2021	$1,251,825	$925,042	$9,741,312	$326,783
2020	$1,274,043	$950,325	$9,011,311	$323,718
2019	$958,917	$1,015,947	$8,431,353	$-57,030
2018	$653,442	$945,056	$7,491,083	$-291,614

PHILADELPHIA BAR FOUNDATION