PORTER-PHELPS-HUNTINGTON FOUNDATION INC (EIN 046112093) - 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

Phone

4135864699

Tax Period

2024-01-01 to 2024-12-31

PORTER-PHELPS-HUNTINGTON FOUNDATION INC, founded in 1948, is a small nonprofit in the Arts, Culture & Humanities sector that reported $133K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $183K exceeded revenue, resulting in a 37% operating deficit.

Mission

The Foundation operates and preserves The Porter-Phelps-Huntington Museum, Phelps Farm, historic grounds, gardens, agricultural land, collections and archives and presents historical and cultural programs for the general public.

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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 $83,069

Program Service Revenue $9,876

Investment Income $14,179

Other Revenue $26,370

TOTAL REVENUE $133,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,891

Fundraising Expenses $0

Program Expenses $127,558

Other Expenses $105,818

TOTAL EXPENSES $182,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,494	$170,492	-0.2%
Expenses	$182,709	$160,846	+0.1%
Net Income	$-49,215	$9,646	-6.1%

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

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
Benjamin Hailey	Clerk	1	Officer Director	$0	$0	$0
Karen Sanchez-Eppler	President	4	Officer Director	$0	$0	$0
Thomas Harris	Vice President	4	Officer Director	$0	$0	$0
Sidney Poritz	Treasurer	1	Officer Director	$0	$0	$0
Elizabeth Wheeler	Director and Executive Committee	1	Officer Director	$0	$0	$0
Peter Wells	Director	1	Director	$0	$0	$0
Elizabeth Carlisle	Director	0	Director	$0	$0	$0
David Moskin	Director	0	Director	$0	$0	$0
Craig Malone	Director	1	Director	$0	$0	$0
Thomas Paske	Director and Executive Committee	1	Director	$0	$0	$0
Geoff Birdsall	Director	0	Director	$0	$0	$0
Anne Fenn	Director	0	Director	$0	$0	$0
Bruce Andrews	Director	0	Director	$0	$0	$0
Ashley Cataldo	Director	0	Director	$0	$0	$0
Alice Nash	Director	0	Director	$0	$0	$0
Barbara Matthews	Director	0	Director	$0	$0	$0
Aaron Rubenstein	Director	0	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	$133,494	$182,709	$1,691,303	$-49,215
2023	$170,492	$160,846	$1,729,272	$9,646
2022	$166,439	$122,636	$1,479,433	$43,803
2021	$116,180	$65,519	$1,629,387	$50,661
2020	$95,704	$71,720	$1,441,445	$23,984

PORTER-PHELPS-HUNTINGTON FOUNDATION INC