PHILADELPHIA CLUB FOUNDATION INC (EIN 542126977) - 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

2003

Legal Domicile

Principal Officer

LINDA COZZI

Phone

2036178262

Tax Period

2023-01-01 to 2023-12-31

PHILADELPHIA CLUB FOUNDATION INC, founded in 2003, is a small nonprofit in the Employment sector that reported $179K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 36% operating margin.

Mission

DEDICATED TO RAISING FUNDS TO PROVIDE FUNDING FOR MANAGERS IN OUR LOCAL CHAPTER WITH ASSISTANCE IN EDUCATION, THROUGH SCHOLARSHIPS AND GRANTS.

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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 $99,967

Program Service Revenue $0

Investment Income $38,271

Other Revenue $40,896

TOTAL REVENUE $179,134

Expense Breakdown

Grants Paid $66,865

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,607

Other Expenses $47,371

TOTAL EXPENSES $114,236

Year-over-Year Comparison

	2023	2022	Change
Revenue	$179,134	$125,894	+0.4%
Expenses	$114,236	$142,138	-0.2%
Net Income	$64,898	$-16,244	-5.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH MENDEZ	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY P MCFADDEN	DIRECTOR	1.00	Director	$0	$0	$0
JON SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
ROB ANEN	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY BRADY	DIRECTOR	1.00	Director	$0	$0	$0
PAULA KELLY	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL LEACE	DIRECTOR	1.00	Director	$0	$0	$0
DR ALI POORANI	DIRECTOR	1.00	Director	$0	$0	$0
KAREN TOWSEY	DIRECTOR	1.00	Director	$0	$0	$0
JANINE BUDZIUS	PRESIDENT	1.00	Officer	$0	$0	$0
LINDA COZZI	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
COLIN MACK-ALLEN	VICE PRESIDENT	1.00	Officer	$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	$179,134	$114,236	$890,844	$64,898
2022	$125,894	$142,138	$809,809	$-16,244
2021	$151,142	$40,259	$958,373	$110,883
2020	$85,209	$44,368	$830,050	$40,841
2019	$196,351	$82,496	$759,898	$113,855
2018	$132,982	$110,673	$579,998	$22,309

PHILADELPHIA CLUB FOUNDATION INC