THE SCHOLARSHIP FOUNDATION OF THE UNION LEAGUE OF PHILADELPHIA (EIN 236427434) - 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

1967

Legal Domicile

Principal Officer

JOSEPH DEL RASO

Phone

2155876455

Tax Period

2018-07-01 to 2019-06-30

THE SCHOLARSHIP FOUNDATION OF THE UNION LEAGUE OF PHILADELPHIA, founded in 1967, is a small nonprofit that reported $967K in total revenue in fiscal year 2018. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $527K, a strong 54% operating margin.

Mission

PROVIDE SCHOLARSHIPS FOR POST-HIGHSCHOOL EDUCATION TO WORTHY & FINANCIALLY NEEDY STUDENTS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $865,393

Program Service Revenue $0

Investment Income $101,738

Other Revenue $0

TOTAL REVENUE $967,131

Expense Breakdown

Grants Paid $203,828

Salaries & Benefits $0

Fundraising Expenses $20,437

Program Expenses $349,850

Other Expenses $236,653

TOTAL EXPENSES $440,481

Year-over-Year Comparison

	2018	2017	Change
Revenue	$967,131	$717,135	+0.3%
Expenses	$440,481	$384,152	+0.1%
Net Income	$526,650	$332,983	+0.6%

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

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
JOSEPH DEL RASO	CHAIRMAN	3.00	Officer Director	$0	$0	$0
DR MONICA DUVALL DILELLA	TRUSTEE	3.00	Director	$0	$0	$0
DR PINA TEMPLETON	TRUSTEE	3.00	Director	$0	$0	$0
ANDREW P ABRUZZESE	TRUSTEE	3.00	Director	$0	$0	$0
ERNEST B SMITH	TRUSTEE	3.00	Director	$0	$0	$0
WILL ABELE	TRUSTEE	3.00	Director	$0	$0	$0
LEROY KEAN	TRUSTEE	3.00	Director	$0	$0	$0
YASMINA MOUKARZEL GIORDANO	TRUSTEE	3.00	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
2019	$967,131	$440,481	$4,999,544	$526,650
2018	$717,135	$384,152	$4,247,482	$332,983

THE SCHOLARSHIP FOUNDATION OF THE UNION LEAGUE OF PHILADELPHIA