FOX & ROACHTRIDENT CHARITIES

EIN: 232823013 501(c)(3) Philanthropy & Grantmaking

DOWNINGTOWN, PA

Total Revenue
$325,955
Total Expenses
$307,023
Total Assets
$62,851
Net Assets
$62,851
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
PA
Principal Officer
RONALD SLIZOFSKI
Phone
3024090482
Tax Period
2024-01-01 to 2024-12-31

FOX & ROACHTRIDENT CHARITIES, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $326K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $307K left a modest 6% surplus.

Mission

FOX & ROACH/TRIDENT CHARITIES (THE ORGANIZATION) IS A CHARITABLE FUND THAT WAS ESTABLISHED BY FOX & ROACH/TRIDENT LIMITED PARTNERSHIP (THE COMPANY) IN 1995. THE ORGANIZATION'S MISSION IS TO AID CHILDREN AND FAMILIES IN STRESSFUL LIFE CIRCUMSTANCES. THE ORGANIZATION COLLECTS VOLUNTARY CONTRIBUTIONS FROM SALES ASSOCIATES AND EMPLOYEES OF THE COMPANY, AND THE COMPANY HAS HISTORICALLY MATCHED SOME OF THOSE CONTRIBUTIONS, SUBJECT TO CERTAIN LIMITS. THE ORGANIZATION USES CONTRIBUTIONS RECEIVED BY MAKING GRANTS TO OTHER 501(C)(3) ORGANIZATIONS IN THE TRISTATE AREA. THE ORGANIZATION EMPHASIZES SUPPORT FOR SMALLER ORGANIZATIONS PROVIDING SERVICES AT THE GRASS ROOTS LEVEL, WHICH AIMS TO IMPROVE THE QUALITY OF CHILDREN'S LIVES AND HELP WITH HOUSING NEEDS. THE ORGANIZATION ALSO ENDEAVORS TO AID IN MOBILIZING COMMUNITY VOLUNTEERS TO AID SUCH ORGANIZATIONS IN PROVIDING SUCH SERVICES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $325,955
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $325,955

Expense Breakdown

Grants Paid $196,816
Salaries & Benefits $80,667
Fundraising Expenses $0
Program Expenses $224,368
Other Expenses $29,540
TOTAL EXPENSES $307,023

Year-over-Year Comparison

2024 2023 Change
Revenue $325,955 $231,995 +0.4%
Expenses $307,023 $219,741 +0.4%
Net Income $18,932 $12,254 +0.5%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
9
Employees
1
Volunteers
12

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
4
$74,188
Total Directors
10
$74,188
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL F CALISTRO JR TRUSTEE 1.00
Director
$0 $0 $0
JOAN DOCKTOR VP/TRUSTEE 1.00
Officer Director
$0 $0 $0
KATHRYN ERB PRESIDENT/TRUSTEE 37.50
Officer Director
$70,757 $3,431 $74,188
LAWRENCE F FLICK V TRUSTEE 1.00
Director
$0 $0 $0
FRANKIE LANCOS TRUSTEE 1.00
Director
$0 $0 $0
RONALD SLIZOFSKI SECRETARY/TREASURER 3.00
Officer Director
$0 $0 $0
JOHN H THATCHER JR TRUSTEE 1.00
Director
$0 $0 $0
JOHN A WESTRUM TRUSTEE 1.00
Director
$0 $0 $0
LOIS W GRECO TRUSTEE 1.00
Director
$0 $0 $0
LAWRENCE F FLICK IV VP/TRUSTEE 1.00
Officer 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 $325,955 $307,023 $62,851 $18,932
2023 $231,995 $219,741 $43,919 $12,254
2022 $440,776 $453,169 $31,665 $-12,393
2021 $529,624 $560,269 $44,058 $-30,645
2020 $448,646 $415,235 $74,703 $33,411
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