PHILLIES CHARITIES INC (EIN 231994699) - 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

1976

Legal Domicile

Principal Officer

BONNIE CLARK

Phone

2152185343

Tax Period

2024-01-01 to 2024-12-31

PHILLIES CHARITIES INC, founded in 1976, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $4.2M exceeded revenue, resulting in a 19% operating deficit.

Mission

ESTABLISHED EXCLUSIVELY FOR CHARITABLE PURPOSES PARTICULARLY RAISING CONTRIBUTIONS AND PAYMENT OF CONTRIBUTIONS TO ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3).

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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 $1,122,494

Program Service Revenue $0

Investment Income $8,509

Other Revenue $2,381,709

TOTAL REVENUE $3,512,712

Expense Breakdown

Grants Paid $4,163,810

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,163,810

Other Expenses $24,275

TOTAL EXPENSES $4,188,085

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,512,712	$2,789,368	+0.3%
Expenses	$4,188,085	$2,479,453	+0.7%
Net Income	$-675,373	$309,915	-3.2%

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

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
JOHN WEBER	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON R CLOTHIER	VICE PRESIDENT & TREASURER	2.00	Officer Director	$0	$0	$0
RICHARD STROUSE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CAROLYN S MONTGOMERY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LESLIE SAFRAN	SECRETARY	2.00	Officer Director	$0	$0	$0
NANCY BUCK	DIRECTOR	1.00	Director	$0	$0	$0
MIKE HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE DEVICARIS	DIRECTOR	1.00	Director	$0	$0	$0
SOPHIE RIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
BILL WEBB	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT NICKLE	DIRECTOR	1.00	Director	$0	$0	$0
BEN WERTHAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DZICZEK	DIRECTOR	1.00	Director	$0	$0	$0
WILLIE LITTLE	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
PAIGE SCHWARBER AS OF 52024	DIRECTOR	1.00	Director	$0	$0	$0
ROBB KAZENSKI AS OF 52024	DIRECTOR	1.00	Director	$0	$0	$0
JOCELYN GOOD AS OF 52024	DIRECTOR	1.00	Director	$0	$0	$0
DENISE CAINES END 52024	DIRECTOR	1.00	Director	$0	$0	$0
ANDY MOSIONDZ END 52024	DIRECTOR	1.00	Director	$0	$0	$0
LEXI REALMUTO END 52024	DIRECTOR	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	$3,512,712	$4,188,085	$891,125	$-675,373
2023	$2,789,368	$2,479,453	$1,676,023	$309,915
2022	$2,129,911	$1,784,166	$1,247,383	$345,745
2021	$1,154,337	$1,071,012	$725,606	$83,325
2020	$637,483	$707,742	$618,062	$-70,259
2019	$1,692,450	$1,507,363	$688,317	$185,087

PHILLIES CHARITIES INC