JOHN FOX SCHOLARSHIP FUND (EIN 232652470) - 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

2009

Legal Domicile

Principal Officer

ANNE MARIE ZAREN

Phone

2157519770

Tax Period

2024-01-01 to 2024-12-31

JOHN FOX SCHOLARSHIP FUND, founded in 2009, is a micro nonprofit that reported $62K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $91K exceeded revenue, resulting in a 47% operating deficit.

Mission

PROVIDING FINANCIAL ASSISTANCE TO MEMBERS OF THE PHILADELPHIA JOINT BOARD, INCLUDING ITS LOCAL 274, AND THEIR DEPENDENTS, WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER, AND QUALITIES OF LEADERSHIP WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION.

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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 $0

Program Service Revenue $15,423

Investment Income $46,607

Other Revenue $0

TOTAL REVENUE $62,030

Expense Breakdown

Grants Paid $27,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,800

Other Expenses $63,377

TOTAL EXPENSES $91,177

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,030	$81,770	-0.2%
Expenses	$91,177	$108,111	-0.2%
Net Income	$-29,147	$-26,341	+0.1%

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

$201,623

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD MINTER	UNION TRUSTEE	1.00	Director	$0	$634	$1,134
LYNNE P FOX	UNION TRUSTEE	1.00	Director	$0	$8,149	$9,149
GINA WILSON	UNION TRUSTEE	1.00	Director	$0	$18,508	$83,558
MARK HILDEBRANDT	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ANNE MARIE ZAREN	UNION TRUSTEE	1.00	Director	$0	$23,007	$107,782

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	$62,030	$91,177	$1,119,794	$-29,147
2023	$81,770	$108,111	$1,056,038	$-26,341
2022	$14,414	$116,511	$927,616	$-102,097
2021	$50,362	$101,630	$1,307,811	$-51,268
2020	$-72,210	$88,478	$1,216,874	$-160,688
2019	$84,763	$104,727	$1,225,966	$-19,964
2018	$75,231	$113,248	$1,101,998	$-38,017

JOHN FOX SCHOLARSHIP FUND