PETER DOUGHERTY SOCIETY (EIN 205282161) - 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

2006

Legal Domicile

Principal Officer

CHRISTOPHER RIESER

Phone

2693300026

Tax Period

2024-04-01 to 2025-03-31

PETER DOUGHERTY SOCIETY, founded in 2006, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $25K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $23K left a modest 11% surplus.

Mission

THE MISSION OF THE PETER DOUGHERTY SOCIETY IS TO PROVIDE LEADERSHIP IN PRESERVING AND RESTORING THE DOUGHERTY HISTORIC HOME SITE AND IN CREATING A SIGNIFICANT HISTORICAL AND CULTURAL CENTER CONCENTRATING ON THE OCCUPANCY AND ACTIVITIES SURROUNDING THE HOME FROM 1842 UNTIL 1910.

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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 $23,497

Program Service Revenue $0

Investment Income $1,667

Other Revenue $0

TOTAL REVENUE $25,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,521

Other Expenses $22,521

TOTAL EXPENSES $22,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,164	$27,385	-0.1%
Expenses	$22,521	$25,790	-0.1%
Net Income	$2,643	$1,595	+0.7%

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

N/A

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
CHRISTOPHER RIESER	PRESIDENT	15.00	Officer Director	$0	$0	$0
BARBARA HANSEN	SECRETARY	15.00	Officer Director	$0	$0	$0
SHARRON ZIMMERMAN	TREASURER	5.00	Officer Director	$0	$0	$0
THOMAS DALLUGE	DIRECTOR	5.00	Director	$0	$0	$0
TERI HEDRICH	DIRECTOR	5.00	Director	$0	$0	$0
DAVID TAYLOR	DIRECTOR	5.00	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
2025	$25,164	$22,521	$74,553	$2,643
2024	$27,385	$25,790	$71,910	$1,595
2023	$21,366	$24,784	$70,315	$-3,418
2022	$19,891	$20,478	$73,733	$-587
2021	$20,903	$22,579	$74,320	$-1,676

PETER DOUGHERTY SOCIETY