PHILADELPHIA UNION FOUNDATION (EIN 452645813) - 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

2011

Legal Domicile

Principal Officer

HAYES HUNT

Phone

6104971657

Tax Period

2023-01-01 to 2023-12-31

PHILADELPHIA UNION FOUNDATION, founded in 2011, is a community nonprofit in the Recreation & Sports sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $295K, a strong 26% operating margin.

Mission

THE FOUNDATION'S PROGRAMS FOCUS ON A VARIETY OF CHARITABLE INITIATIVES TO SUPPORT UNDERSERVED COMMUNITIES AND UNDERPRIVILEGED FAMILIES WITH ADDITIONAL RESOURCES FOR EDUCATION, ATHLETICS/SOCCER AND WELL BEING.

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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 $1,197,821

Program Service Revenue $0

Investment Income $0

Other Revenue $-84,305

TOTAL REVENUE $1,113,516

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $162,177

Fundraising Expenses $13,037

Program Expenses $572,643

Other Expenses $456,368

TOTAL EXPENSES $818,545

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,113,516	$1,183,630	-0.1%
Expenses	$818,545	$762,573	+0.1%
Net Income	$294,971	$421,057	-0.3%

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

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

$90,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HAYES HUNT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JEAN BLEY	DIRECTOR, BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN BORRADAILE	DIRECTOR, BOARD MEMBER	2.00	Director	$0	$0	$0
SEAN CURRAN THRU 323	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
DANA CONNORS	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIN DEACON	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
LORELEI GAUS	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
VINCENT GIANNINI	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
GREGG HOLGATE	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
CINDY LEIBOVITCH	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MCCLUNG	DIRECTOR, BOARD MEMBER	2.00	Director	$0	$0	$0
TIM MCDERMOTT	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM MORGAN	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
HOWARD SILVERSTONE	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT SMITH	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK TRAYNOR	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXANDER POOR	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE LANZILLO	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
JAKE GUZMAN	DIRECTOR, BOARD MEMBER	2.00	Director	$0	$0	$0
MATT WALLACH	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE FANCHER	SVP FIN & ACCTG, BOARD MEMBER	2.00	Director	$0	$0	$0
JIMMY WHITE EFF 723	DIRECTOR, BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL HOWARD	EXECUTIVE DIRECTOR (THRU 4/24)	40.00	Officer	$89,225	$899	$90,124

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	$1,113,516	$818,545	$1,570,186	$294,971
2022	$1,183,630	$762,573	$1,009,223	$421,057
2021	$424,827	$418,202	$663,518	$6,625
2020	$257,573	$220,602	$616,215	$36,971
2019	$202,726	$160,538	$477,453	$42,188
2018	$437,990	$126,927	$520,001	$311,063

PHILADELPHIA UNION FOUNDATION