PLYMOUTH MEETING HISTORICAL SOCIETY (EIN 232084385) - 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

1997

Legal Domicile

Principal Officer

CRAIG BROOKS

Phone

6108288111

Tax Period

2022-01-01 to 2022-12-31

PLYMOUTH MEETING HISTORICAL SOCIETY, founded in 1997, is a micro nonprofit that reported $22K in total revenue in fiscal year 2022. Expenses of $30K exceeded revenue, resulting in a 37% operating deficit.

Mission

TO COMPILE AND DISSEMINATE INFORMATION RELATING TO THE HISTORY OF PLYMOUTH MEETING

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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 (2022)

Revenue Breakdown

Contributions & Grants $300

Program Service Revenue $0

Investment Income $19,824

Other Revenue $1,800

TOTAL REVENUE $21,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,993

Other Expenses $29,993

TOTAL EXPENSES $29,993

Year-over-Year Comparison

	2022	2021	Change
Revenue	$21,924	N/A	N/A
Expenses	$29,993	N/A	N/A
Net Income	$-8,069	$0	N/A

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
ALLISON SHARMA	DIRECTOR	8.00	Director	$0	$0	$0
JENNIFER CHEYNE	DIRECTOR	14.00	Director	$0	$0	$0
DEBBIE SCHWAB	DIRECTOR	6.00	Director	$0	$0	$0
RENEE ANDERSON	DIRECTOR	6.00	Director	$0	$0	$0
RICHARD BRIDYGHAM	DIRECTOR	4.00	Director	$0	$0	$0
EILEEN MCDONNELL	DIRECTOR	10.00	Director	$0	$0	$0
DEBBIE DAHL	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CONTASTA	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG BROOKS	PRESIDENT	25.00	Officer	$0	$0	$0
JEFF LOUGHRIDGE	VICE PRESIDENT	4.00	Officer	$0	$0	$0
KRISTEN HOFFMAN	SCERETARY	12.00	Officer	$0	$0	$0
JANET BROOKS	TREASURER	24.00	Officer	$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
2022	$21,924	$29,993	$239,476	$-8,069

PLYMOUTH MEETING HISTORICAL SOCIETY