John Fox Scholarship Fund

Nonprofit profile at a glance

EIN
232652470
IRS 990 coverage
2014–2025
Forms available
Form 990 2025, Form 990-EZ 2012
Location
Philadelphia, PA, USA
Phone
2157519770
Rating
47
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$73,567
Expenses
$94,155
Assets
$1,188,664
Liabilities
$17,908

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Highest reported compensation

  • ANNE MARIE ZAREN (UNION TRUSTEE): $111,316 total reported compensation
  • GINA WILSON (UNION TRUSTEE): $88,946 total reported compensation
  • LYNNE P FOX (UNION TRUSTEE): $9,295 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Providing financial assistance to members of the philadelphia joint board, including its local 274, and their dependents, who have demonstrated scholastic ability, good character, and qualities of leadership, and who might not otherwise be able to afford a college education.

What it reported doing in 2025

Organization devoted solely and exclusively to the purpose of granting financial aid in the educational endeavors of eligible members and their eligible dependents.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 20
  • Transparency & Controls: 90
  • Accountability: 35
  • Sustainability: 39
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 18.2%; rating input score 18
  • Program expense ratio: 29.7%; rating input score 30
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 25th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 20%; rating input score 20; 21st percentile among comparable filings
  • Governance controls: 4 of 9 controls in place; rating input score 57
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Limited
    • Other executive compensation review process: Limited
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -28%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 12.62; rating input score 71; 71st percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 51.9%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: -3% per year; rating input score 0; 40th percentile among comparable filings
  • Revenue growth: 0.2% per year; rating input score 100; 58th percentile among comparable filings
  • Asset growth: 4.9% per year; rating input score 100; 62nd percentile among comparable filings

Details

  • Where the money goes: 18.2% of revenue deployed · 29.7% of spending went to programs
  • Governance: 1 of 5 board members independent · 4 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $28K in reported program spending
  • Leadership: top reported pay $111K · 5 people listed
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 12 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 18/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 30/100.
  • High — Accountability: Independent voting board scored 20/100.
  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 32/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 4/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.