PHILADELPHIA SOCIETY OF PEOPLE AND STRATEGY (EIN 232586443) - 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

1979

Legal Domicile

Principal Officer

NANCY ADAMS

Phone

9176896774

Tax Period

2025-01-01 to 2025-12-31

PHILADELPHIA SOCIETY OF PEOPLE AND STRATEGY, founded in 1979, is a small nonprofit in the Community Improvement sector that reported $177K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $44K, a strong 25% operating margin.

Mission

TO KEEP THE ORGANIZATION'S MEMBERS AND ASSOCIATES INFORMED OF PROFESSIONAL DEVELOPMENTS AND ENHANCE THE VISABILITY OF THE HUMAN RESOURCES PROFESSION WITHIN THE BUSINESS COMMUNITY

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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 $66,024

Program Service Revenue $110,034

Investment Income $642

Other Revenue $0

TOTAL REVENUE $176,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $133,011

TOTAL EXPENSES $133,011

Year-over-Year Comparison

	2025	2024	Change
Revenue	$176,700	$203,193	-0.1%
Expenses	$133,011	$229,008	-0.4%
Net Income	$43,689	$-25,815	-2.7%

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

304

Independent Members

N/A

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
NANCY ADAMS	PRESIDENT	5.00	Officer	$0	$0	$0
EDEN BRAUN	PROGRAMMING	5.00	Officer	$0	$0	$0
JOANNA CHIOFFE	MEMBERSHIP C	5.00	Officer	$0	$0	$0
KEVIN DAVIS	COMMUNITY CO	5.00	Officer	$0	$0	$0
MARCELO GODINHO	VP PROGRAMMI	5.00	Officer	$0	$0	$0
MARLO GREEN	COMMUNITY CO	5.00	Officer	$0	$0	$0
JENNIFER HADDAD	MEMBERSHIP C	5.00	Officer	$0	$0	$0
KARINE KARPATI	MARKETING CO	5.00	Officer	$0	$0	$0
TAPESH KOTWANI	SPONSORSHIP	5.00	Officer	$0	$0	$0
HOLLY MARRONE	PROGRAMMING	5.00	Officer	$0	$0	$0
ALISON NORMAND	ASSOCIATE MA	20.00	Officer	$0	$0	$0
EMMA PETERSEN	VP FINANCE	5.00	Officer	$0	$0	$0
KATE RAETSCH	SPONSORSHIP	5.00	Officer	$0	$0	$0
CRAIG SINGLE	MARKETING CO	5.00	Officer	$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
2025	$176,700	$133,011	$138,672	$43,689
2024	No data	No data	No data	No data
2021	$127,313	$138,479	$163,103	$-11,166
2020	$140,871	$160,143	$174,269	$-19,272
2019	$274,538	$258,003	$193,541	$16,535
2018	$250,437	$251,167	$177,006	$-730

PHILADELPHIA SOCIETY OF PEOPLE AND STRATEGY