LOWER MERION CONSERVANCY (EIN 232658208) - 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

1991

Legal Domicile

Principal Officer

MAURINE MCGEEHAN

Phone

6106459030

Tax Period

2024-07-01 to 2025-06-30

LOWER MERION CONSERVANCY, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $622K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $815K exceeded revenue, resulting in a 31% operating deficit.

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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 $500,000

Program Service Revenue $5,850

Investment Income $116,491

Other Revenue $0

TOTAL REVENUE $622,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $488,947

Fundraising Expenses $111,740

Program Expenses $546,308

Other Expenses $325,816

TOTAL EXPENSES $814,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$622,341	$787,035	-0.2%
Expenses	$814,763	$694,353	+0.2%
Net Income	$-192,422	$92,682	-3.1%

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

100

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

$93,457

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAURINE MCGEEHAN	EXECUTIVE DIRECTOR	40.00	Officer	$93,457	$0	$93,457
MARK E TAYLOR	CHAIRMAN	1.00	Officer Director	$0	$0	$0
THOMAS DUNCAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DEBORAH CALLAHAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID T HOOG	TREASURER	1.00	Officer Director	$0	$0	$0
JOSEPH E LUNDY	PRO BONO COUNSEL	1.00	Officer Director	$0	$0	$0
REVEREND CAROLYN C CAVANESS	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH CREMER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DILLON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER HANSON	DIRECTOR	1.00	Director	$0	$0	$0
JESSE H LYTLE	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE LUDWIG	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY E MACK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL P MCCANN	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER OSBORNE	DIRECTOR	1.00	Director	$0	$0	$0
DIANE PAPPAS-SFEDU	DIRECTOR	1.00	Director	$0	$0	$0
SHIVANEE RAJ	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE D REED	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SNETSELAAR	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY VALE	DIRECTOR	1.00	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	$622,341	$814,763	$1,271,610	$-192,422
2024	$787,035	$694,353	$1,464,032	$92,682
2023	$687,240	$734,745	$1,184,759	$-47,505
2022	$564,866	$630,068	$1,234,506	$-65,202
2021	$446,986	$487,241	$1,419,151	$-40,255
2020	$583,599	$665,042	$1,394,508	$-81,443

LOWER MERION CONSERVANCY