Philadelphia Fund Alliance (EIN 813170678) - 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

2016

Legal Domicile

Principal Officer

BRUCE LETO

Phone

2155648686

Tax Period

2024-07-01 to 2025-06-30

Philadelphia Fund Alliance, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $128K in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 21% operating margin.

Mission

A GROUP OF PHILADELPHIA BASED ASSET MANAGEMENT INDUSTRY PROFESSIONALS FORMED TO HOLD AN ANNUAL FUNDRAISER TO BENEFIT CHARITIES IN THE PHILADELPHIA AREA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $199,041

Program Service Revenue $0

Investment Income $0

Other Revenue $-71,369

TOTAL REVENUE $127,672

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $1,159

TOTAL EXPENSES $101,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,672	$65,458	+1.0%
Expenses	$101,159	$1,159	+86.3%
Net Income	$26,513	$64,299	-0.6%

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
BRUCE LETO	FOUNDER	1.0	Officer Director	$0	$0	$0
MATTHEW DICLEMENTE	PRESIDENT	1.0	Officer Director	$0	$0	$0
MICHAEL E DESNIN	SECRETARY	1.0	Officer Director	$0	$0	$0
JOHN V BRAUN JR	VICE-CHAIR	1.0	Officer 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
2025	$127,672	$101,159	$34,178	$26,513
2023	$151,599	$196,357	$40,972	$-44,758

Philadelphia Fund Alliance