HISTORIC PHILADELPHIA INC (EIN 232764558) - 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

1994

Legal Domicile

Principal Officer

AMY NEEDLE

Phone

2156295801

Tax Period

2024-04-01 to 2025-03-31

HISTORIC PHILADELPHIA INC, founded in 1994, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.3M in total revenue in fiscal year 2024. Expenses of $4.8M exceeded revenue, resulting in a 12% operating deficit.

Mission

HISTORIC PHILADELPHIA, INC.'S (HPI) MISSION IS TO MAKE OUR NATION'S HISTORY RELEVANT, REAL, AND FUN BY ENLIVENING HISTORIC SITES THROUGH STORYTELLING, INTERACTIONS, AND EDUCATION.

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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 $1,083,343

Program Service Revenue $2,872,802

Investment Income $18,608

Other Revenue $289,167

TOTAL REVENUE $4,263,920

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,793,524

Fundraising Expenses $262,229

Program Expenses $3,847,664

Other Expenses $2,968,983

TOTAL EXPENSES $4,762,507

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,263,920	$3,999,577	+0.1%
Expenses	$4,762,507	$4,072,021	+0.2%
Net Income	$-498,587	$-72,444	+5.9%

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

123

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

$182,960

Total Directors

$182,960

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA WOLSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRIAN ROMANI	DIRECTOR	1.00	Director	$0	$0	$0
FLORA BECKER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
IAN COMISKY	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN FELDHAKE	DIRECTOR	1.00	Director	$0	$0	$0
MERYL LEVITZ	DIRECTOR	1.00	Director	$0	$0	$0
MARC OPPENHEIMER	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
EDWARD RENDELL	DIRECTOR	1.00	Director	$0	$0	$0
BEN ARMSTRONG	DIRECTOR	1.00	Director	$0	$0	$0
JOE VOLPE	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA HESS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM HAINES IV	DIRECTOR	1.00	Director	$0	$0	$0
RICK ODORISIO	TREASURER	1.00	Officer Director	$0	$0	$0
ROB GHORMOZ	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH PERNA	DIRECTOR	1.00	Director	$0	$0	$0
JAZELLE JONES	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER NANASINKAM	DIRECTOR	1.00	Director	$0	$0	$0
AMY NEEDLE	PRESIDENT	40.00	Officer Director	$182,960	$0	$182,960
JOHN ESTEY	DIRECTOR	1.00	Director	$0	$0	$0
SIM LOH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL OKENQUIST	DIRECTOR	1.00	Director	$0	$0	$0
WENDY VERNA	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA L GRIMES ESQ	SECRETARY	1.00	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
2025	$4,263,920	$4,762,507	$4,816,512	$-498,587
2024	$3,999,577	$4,072,021	$4,670,759	$-72,444
2023	$4,380,285	$3,748,765	$5,009,687	$631,520
2022	$2,948,656	$2,755,846	$3,283,925	$192,810
2022	$2,948,656	$2,752,507	$3,283,925	$196,149
2021	$1,904,763	$1,884,684	$3,229,388	$20,079
2020	$3,609,323	$3,708,633	$3,154,796	$-99,310
2019	$4,815,037	$3,852,154	$4,332,864	$962,883
2018	$3,482,967	$3,537,707	$1,988,222	$-54,740

HISTORIC PHILADELPHIA INC