THE PHILADELPHIA SCHOOL (EIN 237091186) - 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

1970

Legal Domicile

Principal Officer

ZACHARY KLEHR

Phone

2155455323

Tax Period

2024-07-01 to 2025-06-30

THE PHILADELPHIA SCHOOL, founded in 1970, is a mid-sized nonprofit that reported $18.8M in total revenue in fiscal year 2024. Expenses of $17.7M left a modest 6% surplus.

Mission

THE PHILADELPHIA SCHOOL EDUCATES CHILDREN FOR A FUTURE THAT IS IMPOSSIBLE TO KNOW BUT NOT IMPOSSIBLE TO SHAPE. LEARN HERE. GO ANYWHERE.

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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 $2,959,462

Program Service Revenue $15,400,374

Investment Income $434,836

Other Revenue $1,624

TOTAL REVENUE $18,796,296

Expense Breakdown

Grants Paid $2,498,445

Salaries & Benefits $10,196,112

Fundraising Expenses $430,450

Program Expenses $13,989,660

Other Expenses $4,983,207

TOTAL EXPENSES $17,690,764

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,796,296	$18,901,441	0.0%
Expenses	$17,690,764	$16,394,306	+0.1%
Net Income	$1,105,532	$2,507,135	-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

202

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

$292,071

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY KLEHR	PRESIDENT	5.00	Officer Director	$0	$0	$0
TRISTAN JONES	TREASURER	5.00	Officer Director	$0	$0	$0
BARBARA STANLEY	SECRETARY	5.00	Officer Director	$0	$0	$0
CHIP FINNEY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ADAM DOUBERLY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MELANIE PONTZ	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANITA ANDREWS	BOARD TRUSTEE	5.00	Director	$0	$0	$0
JENNY BOGONI	BOARD TRUSTEE	5.00	Director	$0	$0	$0
MAYVA DONNON	BOARD TRUSTEE	5.00	Director	$0	$0	$0
ALISA FIELD	BOARD TRUSTEE	5.00	Director	$0	$0	$0
JULIA FRAYMAN	BOARD TRUSTEE	5.00	Director	$0	$0	$0
PAUL GABRIEL	BOARD TRUSTEE	5.00	Director	$0	$0	$0
STEPHEN GIORGIO	BOARD TRUSTEE	5.00	Director	$0	$0	$0
JOHN JACKSON	BOARD TRUSTEE	5.00	Director	$0	$0	$0
ERIC JONES	BOARD TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL KERLIN	BOARD TRUSTEE	5.00	Director	$0	$0	$0
GIRNA MENDEZ-ADKINS	BOARD TRUSTEE	5.00	Director	$0	$0	$0
DANIEL MOZES	BOARD TRUSTEE (ALUMNI REP)	5.00	Director	$0	$0	$0
JAMES NAM	BOARD TRUSTEE	5.00	Director	$0	$0	$0
JJ SHIRLEY	BOARD TRUSTEE	5.00	Director	$0	$0	$0
SEAN VEREEN	BOARD TRUSTEE	5.00	Director	$0	$0	$0
CARRIE SIEGEL	BOARD TRUSTEE (TPSA PRESIDENT)	5.00	Director	$0	$0	$0
ALYSSA RICKELS	HEAD OF SCHOOL (EFF 7/1/24)	40.00	Officer	$192,782	$10,753	$203,535
JARED SUSCO	DIRECTOR OF FINANCE (EFF 7/1/24)	40.00	Officer	$73,558	$14,978	$88,536
MEGAN TOWNSEND	DIRECTOR OF ADVANCEMENT	40.00	Highest	$138,812	$59,323	$198,135
ANNA DONNELLY	DIVISION DIRECTOR	40.00	Highest	$132,000	$32,645	$164,645
JEFFREY MORDAN	DIRECTOR OF SYSTEMS AND SP	40.00	Highest	$122,574	$19,614	$142,188
SHERI RIDER JOBE	DIRECTOR OF DIVERSITY	40.00	Highest	$132,000	$23,947	$155,947
CHRISTINE REARDON	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$143,373	$27,532	$170,905
LISA SUN	FORMER HEAD OF SCHOOL (THRU 6/30/24)	40.00		$309,338	$24,914	$334,252

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	$18,796,296	$17,690,764	$34,656,969	$1,105,532
2024	$18,901,441	$16,394,306	$32,537,181	$2,507,135
2023	$16,759,860	$14,385,184	$30,100,596	$2,374,676
2022	$15,221,018	$13,753,743	$27,222,839	$1,467,275
2021	$16,499,944	$14,074,103	$27,164,762	$2,425,841
2020	$14,541,580	$14,531,644	$25,323,649	$9,936
2019	$13,871,396	$14,493,462	$24,173,133	$-622,066
2018	$13,852,575	$13,138,619	$25,294,135	$713,956

THE PHILADELPHIA SCHOOL