ALEXANDER HAMILTON COPLEY TRUST (EIN 036006014) - 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

1948

Legal Domicile

Principal Officer

RICHARD SARGENT

Phone

8028631871

Tax Period

2024-01-01 to 2024-12-31

ALEXANDER HAMILTON COPLEY TRUST, founded in 1948, is a micro nonprofit that reported $59K in total revenue in fiscal year 2024. Expenses of $83K exceeded revenue, resulting in a 42% operating deficit.

Mission

THE FUND IS TO BE USED FOR CREATING WORKS OF PUBLIC UTILITY AND BEAUTY FOR THE USE AND ENJOYMENT OF THE INHABITANTS OF THE VILLAGE OF MORRISVILLE

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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 $0

Program Service Revenue $0

Investment Income $58,671

Other Revenue $0

TOTAL REVENUE $58,671

Expense Breakdown

Grants Paid $65,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,000

Other Expenses $18,304

TOTAL EXPENSES $83,304

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,671	$60,411	0.0%
Expenses	$83,304	$16,324	+4.1%
Net Income	$-24,633	$44,087	-1.6%

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
LAURA STREETS	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE CORMIER	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS PALERMO	TRUSTEE	1.00	Director	$0	$0	$0
DONALD MCDOWELL	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD CRAIG	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD SARGENT	TRUSTEE	1.00	Director	$0	$0	$0
LEAH HOLLENBERGER	TRUSTEE	1.00	Director	$0	$0	$0
GLORIA WING	TRUSTEE	1.00	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	$58,671	$83,304	$1,679,925	$-24,633
2023	$60,411	$16,324	$1,704,558	$44,087
2022	$47,889	$17,655	$1,660,471	$30,234
2021	$104,007	$158,550	$1,630,237	$-54,543
2020	$66,775	$12,146	$1,684,780	$54,629
2019	$94,407	$12,764	$1,630,151	$81,643
2018	$85,411	$96,744	$1,548,508	$-11,333

ALEXANDER HAMILTON COPLEY TRUST