THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION

EIN: 475425277 501(c)(3) Philanthropy & Grantmaking

PHILADELPHIA, PA

Total Revenue
$6,523,640
Total Expenses
N/A
Total Assets
$6,523,640
Net Assets
$6,523,640
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
DE
Principal Officer
PEDRO A RAMOS
Phone
2155636417
Tax Period
2023-01-01 to 2023-12-31

THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION, founded in 2015, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.5M in total revenue in fiscal year 2023.

Mission

TO MAKE IMPACT INVESTMENTS THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

DELAWARE CHARITABLE ASSETS, INC. (DCA), A NONPROFIT CORPORATION, WAS INCORPORATED AS A TYPE I SUPPORTING ORGANIZATION TO THE PHILADELPHIA FOUNDATION (TPF), A RELATED 501(C)(3) PUBLIC CHARITY, ON...

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DELAWARE CHARITABLE ASSETS, INC. (DCA), A NONPROFIT CORPORATION, WAS INCORPORATED AS A TYPE I SUPPORTING ORGANIZATION TO THE PHILADELPHIA FOUNDATION (TPF), A RELATED 501(C)(3) PUBLIC CHARITY, ON OCTOBER 26, 2015, TO MAKE GRANTS FOR CHARITABLE PURPOSES THAT SUPPORT THE MISSION OF TPF. ON DECEMBER 22, 2023 DCA WAS CHANGED TO THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION (VFPF). THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION WAS FUNDED BY AN END-OF-YEAR GRANT FROM THE HARRY R. HALLORAN JR. CHARITABLE TRUST, A TYPE 1 SUPPORTING ORGANIZATION TO TPF, IN ORDER TO MAKE IMPACT INVESTMENTS THAT SUPPORT THE MISSION OF TPF.

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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 $6,523,640
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $6,523,640

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue $6,523,640 N/A N/A
Expenses N/A N/A N/A
Net Income N/A $0 N/A
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

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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
3
Independent Members
2
Employees
N/A
Volunteers
17

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
4
$490,809
Total Directors
18
$490,809
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PEDRO RAMOS PRESIDENT & CEO, SECRETARY 1.00
Officer Director
$0 $66,225 $490,809
LON GREENBERG CHAIR AS OF 7/1/23, VICE CHAIR 1.00
Officer Director
$0 $0 $0
WILLIAM J BURKE TREASURER 1.00
Officer Director
$0 $0 $0
KATE ALLISON CHAIR TO 6/30/23,BRD MBR TO 12/22/23 1.00
Officer Director
$0 $0 $0
STEVEN SCOTT BRADLEY BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
FERNANDO CHANG-MUY BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
HOLLY FLANAGAN BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
CHRISTINA MESIRES FOURNARIS BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
WILLIAM P HANKOWSKY BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
DIXIANNE JAMES BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
SHIRIN KARSAN BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
EVELYN MCNIFF BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
MICHAEL K PEARSON BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
R DUANE PERRY BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
WENDELL PRITCHETT BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
ANDREW ROGOFF BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
JANE SCACCETTI BOARD MEMBER TO 12/22/23 0.10
Director
$0 $0 $0
EVAN URBANIA BOARD MEMBER TO 12/22/23 0.10
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
2024 No data No data No data No data
2023 $6,523,640 No data $6,523,640 No data
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