Friends of Caleb Pusey HouseInc (EIN 231683482) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

H Raymond Peden

Phone

6108760516

Tax Period

2019-11-01 to 2020-10-31

Friends of Caleb Pusey HouseInc, founded in 1961, is a micro nonprofit that reported $27K in total revenue in fiscal year 2019. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $33K exceeded revenue, resulting in a 19% operating deficit.

Mission

Preservation of Historic Buildings and provides historical education for visitors to the site.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $5,900

Program Service Revenue $0

Investment Income $8,062

Other Revenue $13,528

TOTAL REVENUE $27,490

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,740

Other Expenses $32,740

TOTAL EXPENSES $32,740

Year-over-Year Comparison

	2019	2018	Change
Revenue	$27,490	$102,808	-0.7%
Expenses	$32,740	$34,611	-0.1%
Net Income	$-5,250	$68,197	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
H Raymond Peden	President	10.00	Director	$0	$0	$0
David Hay	Vice President	3.00	Director	$0	$0	$0
Joanne Peden	Secretary	3.00	Director	$0	$0	$0
Harry Jackalous	Treasurer	5.00	Director	$0	$0	$0
Auther Hickey	2nd Vice President	3.00	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
2020	$27,490	$32,740	$733,130	$-5,250
2019	$102,808	$34,611	$746,270	$68,197
2018	$16,166	$28,371	$678,573	$-12,205

Friends of Caleb Pusey HouseInc