PHILEMON FOUNDATION

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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

2008

Legal Domicile

Principal Officer

MICHAEL MARSMAN

Phone

2128649916

Tax Period

2021-01-01 to 2021-12-31

PHILEMON FOUNDATION, founded in 2008, is a small nonprofit in the Social Science sector that reported $423K in total revenue in fiscal year 2021. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $162K, a strong 38% operating margin.

Mission

THE PHILEMON FOUNDATION EXISTS TO MAKE AVAILABLE THE COMPLETE WORKSOF C.G. JUNG IN EDITIONS THAT MEET THE HIGHEST STANDARDS OFSCHOLARSHIP AND DO JUSTICE TO THE TRUE MEASURE OF THIS MAJOR CREATIVETHINKER.

Program Service Accomplishments

Program 1

Expenses: $217,410 Revenue: $9,202

THE PHILEMON FOUNDATION SUPPORTS THE EDITING, TRANSLATING AND PREPARING FOR PUBLICATION OF PREVIOUSLY UNPUBLISHED WORKS BY C. G. JUNG, WITH THE AGREEMENT AND COLLABORATION OF THE FOUNDATION OF THE...

THE PHILEMON FOUNDATION SUPPORTS THE EDITING, TRANSLATING AND PREPARING FOR PUBLICATION OF PREVIOUSLY UNPUBLISHED WORKS BY C. G. JUNG, WITH THE AGREEMENT AND COLLABORATION OF THE FOUNDATION OF THE WORKS OF C. G. JUNG. WHEN PUBLISHED THESE WORKS FORM PART OF THE PHILEMON SERIES (THESE HAVE BEEN WITH ROUTLEDGE, W. W. NORTON AND PRINCIPALLY PRINCETON UNIVERSITY PRESS). TO DATE, THE FOUNDATION HAS PUBLISHED FOURTEEN VOLUMES IN ENGLISH, WHICH HAVE BEEN TRANSLATED INTO NUMEROUS LANGUAGES. SEVERAL MORE VOLUMES ARE CURRENTLY IN PROGRESS. THE FOUNDATION HAS ORGANISED PUBLIC CONFERENCES, LECTURES AND SEMINARS, AS WELL AS EVENTS EXCLUSIVELY FOR DONORS. RECENTLY, THESE EVENTS HAVE BEEN TAKING PLACE ON ONLINE. SEE WWW.PHILEMONFOUNDATION.ORG.

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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 (2021)

Revenue Breakdown

Contributions & Grants $413,492

Program Service Revenue $9,202

Investment Income $36

Other Revenue $0

TOTAL REVENUE $422,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,250

Fundraising Expenses $4,154

Program Expenses $217,410

Other Expenses $253,870

TOTAL EXPENSES $261,120

Year-over-Year Comparison

	2021	2020	Change
Revenue	$422,730	$355,590	+0.2%
Expenses	$261,120	$191,416	+0.4%
Net Income	$161,610	$164,174	0.0%

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

$7,250

Total Directors