PIDC-PENN VENTURE FUND

EIN: 271585341

PHILADELPHIA, PA

Total Revenue
$35,582
Total Expenses
$-171,089
Total Assets
$1,171,573
Net Assets
$1,011,346
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
PA
Principal Officer
JODIE HARRIS
Phone
2154968020
Tax Period
2023-01-01 to 2023-12-31

PIDC-PENN VENTURE FUND, founded in 1985, is a micro nonprofit that reported $36K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $207K, a strong 581% operating margin.

Mission

PIDC PENN VENTURE FUND (PIDC PVF) IS A VENTURE CAPITAL FUND THAT WAS ESTABLISHED TO FOSTER ECONOMIC DEVELOPMENT AND TO PROMOTE EMPLOYMENT AND PUBLIC WELFARE BY PROVIDING FUNDS TO FINANCE THE EARLY AND INTERMEDIATE NEEDS OF ENTITIES IN THE CITY OF PHILADELPHIA. PIDC RELEASED THE 2023-2026 STRATEGIC FRAMEWORK AS A ROADMAP TO ACHIEVE ITS MISSION AND STRIVE TOWARD A MORE INCLUSIVE, EQUITABLE, AND SUSTAINABLE PHILADELPHIA WHERE ALL RESIDENTS BENEFIT FROM ECONOMIC DEVELOPMENT AND A GROWING GLOBAL ECONOMY. IT IS DESIGNED TO HELP PIDC MAKE RESOURCE ALLOCATION AND STRATEGIC PARTNERSHIP DECISIONS THAT ALIGN WITH THE ORGANIZATION'S VISION, MISSION, THEORY OF CHANGE AND TO ALIGN PIDC'S STAKEHOLDERS AROUND A COMMON VISION AND GOAL. THE FRAMEWORK IS GROUNDED IN THREE INTEGRAL AND INTERSECTING LENSES IMPERATIVE TO INFORMING PIDC'S APPROACH TO ACHIEVING AND DELIVERING ON ITS MISSION. LENSES ARE PRINCIPLES THAT INFORM THE WORLD VIEW OR PERSPECTIVE OF PIDC AND PROVIDE FOCUS AND DIRECTION FOR PIDC'S SCOPE AND APPROACH TO ACHIEVING ITS MISSION. THESE THREE LENSES ARE DEFINED BELOW: 1) RACIAL EQUITY: PROGRESSING TOWARD A FAIR AND JUST SOCIETY IN WHICH ALL PEOPLE CAN PARTICIPATE, PROSPER, AND REACH THEIR FULL POTENTIAL AND A WORLD WHERE RACIAL DISPARITIES DO NOT EXIST. 2) FUTURE OF WORK: ADAPTING TO THE MANY FORCES OF CHANGE AFFECTING WORK, THE WORKFORCE, AND THE WORKPLACE. 3) SUSTAINABILITY & RESILIENCE: ADVANCING DEVELOPMENT AND GROWTH IN BALANCE WITH THE ENVIRONMENT TO SUPPORT PRESENT AND FUTURE GENERATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $35,582
Other Revenue $0
TOTAL REVENUE $35,582

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $-171,089
Other Expenses $-171,089
TOTAL EXPENSES $-171,089

Year-over-Year Comparison

2023 2022 Change
Revenue $35,582 $43,445 -0.2%
Expenses $-171,089 $-81,668 +1.1%
Net Income $206,671 $125,113 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
30
Independent Members
30
Employees
N/A
Volunteers
30

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
9
$1,493,757
Total Directors
31
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SALVATORE J PATTI CHAIR 1.30
Officer Director
$0 $0 $0
ANDREA ALLON VICE-CHAIR 1.30
Officer Director
$0 $0 $0
KEVIN R BOYLE SECRETARY 0.55
Officer Director
$0 $0 $0
TUMAR ALEXANDER DIRECTOR 0.55
Director
$0 $0 $0
CRAIG CARNAROLI DIRECTOR 0.55
Director
$0 $0 $0
DOMINIQUE CASIMIR DIRECTOR 0.08
Director
$0 $0 $0
HONORABLE DARRELL L CLARKE DIRECTOR 0.55
Director
$0 $0 $0
DIANA CORTES ESQUIRE DIRECTOR 0.55
Director
$0 $0 $0
FRED COSENZA DIRECTOR 0.08
Director
$0 $0 $0
ROB DUBOW DIRECTOR 0.55
Director
$0 $0 $0
ANNE FADULLON DIRECTOR 0.55
Director
$0 $0 $0
REGINALD C FULLER III DIRECTOR 0.08
Director
$0 $0 $0
JAY GOLDSTEIN DIRECTOR 1.30
Director
$0 $0 $0
LEE HUANG MPA DIRECTOR 0.08
Director
$0 $0 $0
HONORABLE KENYATTA JOHNSON DIRECTOR 0.55
Director
$0 $0 $0
HONORABLE CURTIS JONES JR DIRECTOR 0.55
Director
$0 $0 $0
LEROY JONES DIRECTOR 0.08
Director
$0 $0 $0
BRIAN T KEECH DIRECTOR 0.08
Director
$0 $0 $0
HONORABLE JAMES F KENNEY DIRECTOR 0.55
Director
$0 $0 $0
JUAN LOPEZ DIRECTOR 1.30
Director
$0 $0 $0
JENNIFER L MAHER ESQ DIRECTOR 0.11
Director
$0 $0 $0
SUZANNE S MAYES ESQ DIRECTOR 0.55
Director
$0 $0 $0
ELIZABETH MURPHY DIRECTOR 0.08
Director
$0 $0 $0
ANNE K NADOL DIRECTOR 0.55
Director
$0 $0 $0
MICHAEL K PEARSON DIRECTOR 0.11
Director
$0 $0 $0
BRET PERKINS DIRECTOR 0.55
Director
$0 $0 $0
ANGELO PERRYMAN DIRECTOR 0.08
Director
$0 $0 $0
THOMAS AK QUEENAN DIRECTOR 0.08
Director
$0 $0 $0
WILLIAM R SAUTTER DIRECTOR 0.08
Director
$0 $0 $0
EVELYN F SMALLS DIRECTOR 0.73
Director
$0 $0 $0
ROBERT C WONDERLING DIRECTOR 0.02
Director
$0 $0 $0
ANNE NEVINS PRESIDENT (THRU 01/2023) 0.50
Officer
$0 $1,712 $85,388
SAM RHOADS EXECUTIVE VICE PRESIDENT 13.00
Officer
$0 $57,124 $336,869
THOMAS DALFO SVP - REAL ESTATE SERVICES 4.00
Officer
$0 $70,632 $274,441
TIFFANY CANADY SVP - CFO 17.00
Officer
$0 $60,854 $298,166
ILENE BURAK SVP AND GENERAL COUNSEL 4.00
Officer
$0 $71,701 $288,727
JODIE HARRIS PRESIDENT (START 06/2023) 0.50
Officer
$0 $22,126 $210,166
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 No data No data No data No data
2023 $35,582 $-171,089 $1,171,573 $206,671
2022 $43,445 $-81,668 $982,105 $125,113
2021 $47,604 No data $806,825 No data
2020 $44,941 $700 $723,464 $44,241
2019 $30,632 No data $706,652 No data
2018 $24,664 $49,583 $681,573 $-24,919
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