Pendle Hill (EIN 231352255) - 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

1930

Legal Domicile

Principal Officer

Francisco Burgos

Phone

6105664507

Tax Period

2024-09-01 to 2025-08-31

Pendle Hill, founded in 1930, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $14.4M represent 51 months of operating reserves.

Mission

PENDLE HILL IS A QUAKER CENTER WELCOMING ALL FOR SPIRIT-LED LEARNING, RETREAT AND COMMUNITY.

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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 $925,800

Program Service Revenue $1,833,281

Investment Income $306,880

Other Revenue $294,469

TOTAL REVENUE $3,360,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,925,642

Fundraising Expenses $392,710

Program Expenses $2,328,268

Other Expenses $1,505,481

TOTAL EXPENSES $3,431,123

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,360,430	$2,850,154	+0.2%
Expenses	$3,431,123	$3,299,335	+0.0%
Net Income	$-70,693	$-449,181	-0.8%

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

$119,374

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCISCO BURGOS	EXECUTIVE DIRECTOR	74.0	Officer	$84,166	$35,208	$119,374
JOHN BAIRD	REC. CLERK	1.9	Officer Director	$0	$0	$0
OLIVIA BRANGAN	BOARD MEMBER	2.0	Director	$0	$0	$0
Drick Boyd	BOARD MEMBER (EFF 10/24)	0.3	Director	$0	$0	$0
DAVID CASTRO	CLERK	7.7	Officer Director	$0	$0	$0
GRACE SHARPLES COOKE	BOARD MEMBER AT LARGE	0.4	Director	$0	$0	$0
BRENDA ESCH	ASSISTANT CLERK	2.6	Officer Director	$0	$0	$0
JANE FERNANDES	BOARD MEMBER (TIL 10/24)	0.2	Director	$0	$0	$0
HERB HAIGH	BOARD MEMBER	0.5	Director	$0	$0	$0
ANDREI ISRAEL	FINANCE CLERK & TREASURER	1.9	Officer Director	$0	$0	$0
MADELINE JOHNSON	ASSISTANT CLERK	1.3	Officer Director	$0	$0	$0
NAN MACY	BOARD MEM AT LARGE (TIL 10/24)	0.4	Director	$0	$0	$0
ANTON FLORES MAISONET	BOARD MEMBER	1.4	Director	$0	$0	$0
KARRIE JO MANSON	CO-CLERK	1.5	Officer Director	$0	$0	$0
JOHN MEYER	CLERK	6.7	Officer Director	$0	$0	$0
BARBARA PLATT	CO-CLERK	1.4	Officer Director	$0	$0	$0
LILIANE SHARPLESS	CLERK	1.4	Officer Director	$0	$0	$0
SUSAN RUSSELL WALTERS	BOARD MEMBER	2.0	Director	$0	$0	$0
JUDITH WIEGAND	BOARD MEMBER	2.5	Director	$0	$0	$0
KEIRA WILSON	BOARD MEMBER	1.4	Director	$0	$0	$0
Lauren Brownlee	Board Member (EFF 10/24)	1.1	Director	$0	$0	$0
Barbara Price Monahan	Board Member (EFF 10/24)	1.3	Director	$0	$0	$0
Jennifer Newman	Board Mem at Large (EFF 10/24)	0.3	Director	$0	$0	$0
Emily Stewart	Board Mem at Large (EFF 10/24)	0.6	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	$3,360,430	$3,431,123	$15,565,995	$-70,693
2024	$2,850,154	$3,299,335	$15,386,228	$-449,181
2023	$2,895,792	$2,965,780	$14,511,502	$-69,988
2022	$3,150,887	$2,598,044	$14,093,354	$552,843
2021	$1,627,497	$1,798,910	$15,845,197	$-171,413
2020	$2,593,349	$2,412,426	$14,558,468	$180,923
2019	$2,535,334	$2,664,708	$13,214,664	$-129,374
2018	$2,764,618	$2,515,131	$13,491,684	$249,487

Pendle Hill