PHILA HOSPITAL AND HEALTH CARE DISTRICT 1199C TRAINING AND UPGRADING FUND

EIN: 237418594 501(c)(3)

PHILADELPHIA, PA

Total Revenue
$11,409,266
Total Expenses
$10,476,928
Total Assets
$15,557,154
Net Assets
$10,452,726
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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
1974
Legal Domicile
PA
Principal Officer
JENNIFER HERRMANN
Phone
2157355720
Tax Period
2024-07-01 to 2025-06-30

PHILA HOSPITAL AND HEALTH CARE DISTRICT 1199C TRAINING AND UPGRADING FUND, founded in 1974, is a mid-sized nonprofit that reported $11.4M in total revenue in fiscal year 2024. Expenses of $10.5M left a modest 8% surplus.

Mission

THE PURPOSE OF THE TRAINING AND UPGRADING FUND (THE FUND) IS TO ADDRESS THE WORKFORCE NEEDS OF HOSPITALS, NURSING HOMES, BEHAVIORAL HEALTH SETTINGS, HEALTH CLINICS AND SIMILAR INSTITUTIONS; AND TO DEVELOP TRAINING AND EDUCATION PROGRAMS FOR EMPLOYEES AND EMPLOYERS OF CONTRIBUTING INSTITUTIONS.

Program Service Accomplishments

Program 1
Expenses: $6,291,526 Revenue: $5,081,276

THE PURPOSE OF THE TRAINING AND UPGRADING FUND (THE FUND) IS TO ADDRESS THE WORKFORCE NEEDS OF HOSPITALS, NURSING HOMES, BEHAVIORAL HEALTH SETTINGS, HEALTH CLINICS AND SIMILAR INSTITUTIONS.

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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 $6,133,791
Program Service Revenue $5,116,876
Investment Income $134,564
Other Revenue $24,035
TOTAL REVENUE $11,409,266

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,272,471
Fundraising Expenses $0
Program Expenses $6,291,526
Other Expenses $3,628,020
TOTAL EXPENSES $10,476,928

Year-over-Year Comparison

2024 2023 Change
Revenue $11,409,266 $11,206,270 +0.0%
Expenses $10,476,928 $10,861,811 0.0%
Net Income $932,338 $344,459 +1.7%
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

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Governance

Voting Members
6
Independent Members
6
Employees
72
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
0
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CASSANDRA WRIGHT EMPLOYER TRUSTEE (P) 2.00
Director
$0 $0 $0
CLARESE WALKER UNION TRUSTEE (P) 2.00
Director
$0 $0 $0
TIFFANY PATTERSON UNION TRUSTEE 2.00
Director
$0 $0 $0
JOHN LASKY EMPLOYER TRUSTEE (P) 2.00
Director
$0 $0 $0
ELYSE FORD UNION TRUSTEE 2.00
Director
$0 $0 $0
CHERYL DEVOSE EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
ROXANNE CREWS UNION TRUSTEE 2.00
Director
$0 $0 $0
JOHN HUNDZYNSKI UNION TRUSTEE/CO-CHAIR (P) 2.00
Director
$0 $0 $0
DIONNE RIDDICK-GARY UNION TRUSTEE/CO-CHAIR 2.00
Director
$0 $0 $0
CHERYL WHITFIELD EMPLOYER TRUSTEE/CO-CHAIR 2.00
Director
$0 $0 $0
JAEL JOHNSON EMPLOYEE 40.00
Highest
$105,826 $59,951 $165,777
MICHAEL WESTOVER EMPLOYEE 40.00
Highest
$133,500 $75,628 $209,128
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 $11,409,266 $10,476,928 $15,557,154 $932,338
2024 $11,206,270 $10,861,811 $15,922,606 $344,459
2023 $12,456,761 $12,698,431 $10,421,062 $-241,670
2022 $11,116,555 $11,338,286 $10,467,230 $-221,731
2021 $12,258,242 $10,001,777 $10,168,248 $2,256,465
2020 $11,485,801 $11,422,932 $9,008,640 $62,869
2019 $12,362,483 $10,932,022 $7,915,683 $1,430,461
2018 $11,053,022 $10,499,498 $6,456,392 $553,524
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