HISTORICAL SOCIETY OF THE PHOENIXVILLE AREA (EIN 232125059) - 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

1982

Legal Domicile

Principal Officer

JULIAN McCRACKEN

Phone

6107242675

Tax Period

2024-09-01 to 2025-08-31

HISTORICAL SOCIETY OF THE PHOENIXVILLE AREA, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $183K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $57K, a strong 31% operating margin.

Mission

COLLECT AND PRESERVE MATERIAL AND INFORMATION PERTAINING TO PHOENIXVILLE AREA HISTORY IN ORDER TO ASSIST AND EDUCATE THE PUBLIC IN UNDERSTANDING THEIR PHOENIXVILLE AREA HERITAGE

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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 $119,576

Program Service Revenue $0

Investment Income $10,415

Other Revenue $53,167

TOTAL REVENUE $183,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,939

Other Expenses $126,147

TOTAL EXPENSES $126,147

Year-over-Year Comparison

	2024	2023	Change
Revenue	$183,158	$317,203	-0.4%
Expenses	$126,147	$103,330	+0.2%
Net Income	$57,011	$213,873	-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
ANN WEDEN	CHAIRPERSON OF BOARD	001.00	Director	$0	$0	$0
JOHN KEENAN	PRESIDENT	021.00	Director	$0	$0	$0
DAVID B MEADOWS	PRESIDENT-ELECT	016.00	Director	$0	$0	$0
JOSH GOULD	RECORDING SECRETARY	012.00	Director	$0	$0	$0
JULIAN McCRACKEN	TREASURER	012.00	Director	$0	$0	$0
ANGIE NG	CORR SECRETARY	002.00	Director	$0	$0	$0
DUANE PARKER	VICE PRESIDENT	004.00	Director	$0	$0	$0
MARTHA PARKER	DIRECTOR	004.00	Director	$0	$0	$0
KARL MILLER	DIRECTOR	001.00	Director	$0	$0	$0
BARBARA BERGER	DIRECTOR	005.00	Director	$0	$0	$0
DEBRA JOHNSTON	DIRECTOR	005.00	Director	$0	$0	$0
GINGER MURPHY	DIRECTOR	002.00	Director	$0	$0	$0
DAVID SMITH	DIRECTOR	012.00	Director	$0	$0	$0
JOE VARADY	DIRECTOR	016.00	Director	$0	$0	$0
BOB HECK	DIRECTOR	001.00	Director	$0	$0	$0
ERIN MURPHY	DIRECTOR	005.00	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	$183,158	$126,147	$1,288,867	$57,011
2024	$317,203	$103,330	$1,231,636	$213,873
2023	$466,346	$91,729	$1,017,763	$374,617
2022	$162,971	$70,800	$643,146	$92,171
2021	$128,639	$56,087	$550,975	$72,552

HISTORICAL SOCIETY OF THE PHOENIXVILLE AREA