HTC TRUSTEE CATHERINE D SHARPE

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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

2018

Legal Domicile

Principal Officer

HAVERFORD TRUST COMPANY

Phone

2159814438

Tax Period

2025-01-01 to 2025-12-31

HTC TRUSTEE CATHERINE D SHARPE, founded in 2018, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2025. Expenses of $1.6M left a modest 8% surplus.

Mission

SUPPORTING ORGANIZATION OF DESIGNATED 501(C)(3) ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $273,801

Penn Neurosurgical Research Institute

Program 2

Expenses: $239,474

PRINCETON UNIVERSITY SCHOLARSHIP AID

Program 3

Expenses: $239,474

THE WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA FOR SCHOLARSHIP AID TO CANDIDATES FROM SOUTHEASTERN PENNSYLVANIA UNDER THE SHARPE SCHOLARSHIP PROGRAM FOR SHARPE SCHOLARS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,763,815

Other Revenue $0

TOTAL REVENUE $1,763,815

Expense Breakdown

Grants Paid $1,388,255

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,547,145

Other Expenses $233,722

TOTAL EXPENSES $1,621,977

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,763,815	$1,666,448	+0.1%
Expenses	$1,621,977	$1,721,627	-0.1%
Net Income	$141,838	$-55,179	-3.6%

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

N/A

Independent Members

N/A

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
N/A	INSTITUTIONAL TRUSTEE	N/A		$201,688	$0	$201,688

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
2025	$1,763,815	$1,621,977	$30,101,145	$141,838
2024	$1,666,448	$1,721,627	$32,040,351	$-55,179
2023	$2,317,613	$1,730,705	$32,974,322	$586,908
2022	$1,043,475	$1,648,799	$30,758,111	$-605,324
2021	$2,321,401	$1,476,246	$31,363,435	$845,155
2020	$991,409	$2,202,913	$30,983,903	$-1,211,504
2019	$2,896,018	$1,528,909	$32,194,925	$1,367,109
2018	$3,166,397	$2,899,872	$30,827,178	$266,525