The Foundation of the St Andrew's Society of Philadelphia (EIN 236291406) - 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

1958

Legal Domicile

Principal Officer

Richard Francis Pagano

Phone

2152053336

Tax Period

2023-07-01 to 2024-06-30

The Foundation of the St Andrew's Society of Philadelphia, founded in 1958, is a small nonprofit in the Unknown sector that reported $356K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $341K left a modest 4% surplus.

Mission

College scholarship funding-U.S./Scotland

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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 (2023)

Revenue Breakdown

Contributions & Grants $93,228

Program Service Revenue $0

Investment Income $262,285

Other Revenue $0

TOTAL REVENUE $355,513

Expense Breakdown

Grants Paid $302,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $305,805

Other Expenses $38,229

TOTAL EXPENSES $340,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$355,513	$265,779	+0.3%
Expenses	$340,729	$321,941	+0.1%
Net Income	$14,784	$-56,162	-1.3%

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

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
Richard Francis Pagano	President	1.00	Officer	$0	$0	$0
John F McDonald III	Vice President	1.00	Officer	$0	$0	$0
Kenneth W MacNeal	Secretary	1.00	Officer	$0	$0	$0
Patrick GJ Stewart	Treasurer	3.00	Officer	$0	$0	$0
Francis M Spano III	Trustee	1.00	Director	$0	$0	$0
George Conrad McFarland	Trustee	1.00	Director	$0	$0	$0
Robert James Bruce	Trustee	1.00	Director	$0	$0	$0
Robert Lincoln McNeil III	Trustee	1.00	Director	$0	$0	$0
David Alan Metzler	Trustee	1.00	Director	$0	$0	$0
Jeffrey Gordon Little	Trustee	1.00	Director	$0	$0	$0
Richard Stanley Griffith	Trustee	1.00	Director	$0	$0	$0
Tench Coxe Forbes	Trustee	1.00	Director	$0	$0	$0
Anthony Peter Valach Jr	Trustee	1.00	Director	$0	$0	$0
John Peter Ventura	Trustee	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
2025	No data	No data	No data	No data
2024	$355,513	$340,729	$5,285,580	$14,784
2023	$265,779	$321,941	$4,710,970	$-56,162
2022	$358,607	$157,007	$4,345,779	$201,600
2022	$362,207	$157,007	$4,349,379	$205,200
2021	$682,342	$77,140	$4,776,168	$605,202
2020	$-819	$187,136	$3,121,239	$-187,955
2019	$154,840	$171,683	$3,352,671	$-16,843
2018	$258,800	$167,855	$3,327,179	$90,945

The Foundation of the St Andrew's Society of Philadelphia