SCHUYLKILL RIVER HERITAGE CENTER AT PHOENIXVILLE (EIN 204082049) - 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

1996

Legal Domicile

Principal Officer

BARBARA COHEN

Phone

6109352181

Tax Period

2024-01-01 to 2024-12-31

SCHUYLKILL RIVER HERITAGE CENTER AT PHOENIXVILLE, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $175K in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 71% operating margin.

Mission

INDIVIDUALS USE THE ORGANIZATION'S FACILITIES TO LEARN ABOUT THE RICH CULTURAL AND INDUSTRIAL HERITAGE OF PHOENIXVILLE.

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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 $152,343

Program Service Revenue $0

Investment Income $22,367

Other Revenue $0

TOTAL REVENUE $174,710

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,812

Fundraising Expenses $16,981

Program Expenses $26,103

Other Expenses $42,729

TOTAL EXPENSES $50,541

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,710	$106,197	+0.6%
Expenses	$50,541	$50,764	0.0%
Net Income	$124,169	$55,433	+1.2%

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
BARBARA COHEN	PRESIDENT	20.00	Officer Director	$0	$0	$0
SANDY MOMYER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
DOROTHY BEDFORD	CO-SECRETARY	2.00	Officer Director	$0	$0	$0
JOLIE CHYLACK	CO-SECRETARY	2.00	Officer Director	$0	$0	$0
BILL ANDRESEN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DEVOL	DIRECTOR	1.00	Director	$0	$0	$0
JACK ERTELL	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE FOX	DIRECTOR	1.00	Director	$0	$0	$0
ALAN FEGLEY	DIRECTOR	1.00	Director	$0	$0	$0
PETER URSCHELER	DIRECTOR	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	$174,710	$50,541	$684,056	$124,169
2023	$106,197	$50,764	$559,887	$55,433
2022	$64,320	$47,777	$504,454	$16,543
2021	$77,973	$84,642	$487,911	$-6,669
2020	$67,198	$74,936	$494,580	$-7,738
2019	$55,687	$56,203	$502,318	$-516
2018	$87,822	$63,701	$502,834	$24,121

SCHUYLKILL RIVER HERITAGE CENTER AT PHOENIXVILLE