HISTORIC TRAPPE

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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

2001

Legal Domicile

Principal Officer

KEITH MCLENNAN

Phone

6104897560

Tax Period

2024-01-01 to 2024-12-31

HISTORIC TRAPPE, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $657K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $156K, a strong 24% operating margin.

Mission

HISTORIC TRAPPE'S MISSION IS TO PRESERVE AND SHARE THE HISTORIC PLACES, LANDSCAPES, AND HERITAGE OF SOUTHEASTERN PENNSYLVANIA.

Program Service Accomplishments

Program 1

Expenses: $394,474 Revenue: $60,403

HISTORIC TRAPPE'S MISSION IS TO PRESERVE AND SHARE THE HISTORIC PLACES, LANDSCAPES, AND HERITAGE OF SOUTHEASTERN PENNSYLVANIA.

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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 $526,315

Program Service Revenue $60,403

Investment Income $32,386

Other Revenue $38,260

TOTAL REVENUE $657,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,000

Fundraising Expenses $31,576

Program Expenses $394,474

Other Expenses $489,736

TOTAL EXPENSES $501,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$657,364	$582,020	+0.1%
Expenses	$501,736	$302,411	+0.7%
Net Income	$155,628	$279,609	-0.4%

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

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
KEITH MCLENNAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
PAIGE ROBERTS-ARADER	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
MARIA STURM	RECORDING SE	N/A	Officer Director	$0	$0	$0
JEANNE HARPER	CORRESP. SEC	N/A	Officer Director	$0	$0	$0
RICHARD ALLEN	TRUSTEE	N/A	Director	$0	$0	$0
MADDY CARLSON	TRUSTEE	N/A	Director	$0	$0	$0
DIANNE CRAM	TRUSTEE	N/A	Director	$0	$0	$0
JULES DELUZIO	TRUSTEE	N/A	Director	$0	$0	$0
GEORGE REV DETWEILER	TRUSTEE	N/A	Director	$0	$0	$0
TRICIA HARRISON	TRUSTEE	N/A	Director	$0	$0	$0
CARL HENRY	TRUSTEE	N/A	Director	$0	$0	$0
JEFFREY HERB	TRUSTEE	N/A	Director	$0	$0	$0
DAVE HOLSTEN	TRUSTEE	N/A	Director	$0	$0	$0
ERIC HUNDERTMARK	TRUSTEE	N/A	Director	$0	$0	$0
JIM KELLY	TRUSTEE	N/A	Director	$0	$0	$0
JOHN MUHLENBERG	TRUSTEE	N/A	Director	$0	$0	$0
TOM MUSSELMAN	TRUSTEE	N/A	Director	$0	$0	$0
MIKE MYERS	TRUSTEE	N/A	Director	$0	$0	$0
PAT O'HARA	TRUSTEE	N/A	Director	$0	$0	$0
CAROL ROYCE	TRUSTEE	N/A	Director	$0	$0	$0
LAURA SCHLEGEL	TRUSTEE	N/A	Director	$0	$0	$0
DIANE SKORINA	TRUSTEE	N/A	Director	$0	$0	$0
MICHAEL STOKES	TRUSTEE	N/A	Director	$0	$0	$0
ALAN R TOWNSEND	TRUSTEE	N/A	Director	$0	$0	$0
LISA MINARDI	EXECUTIVE DI	N/A	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
2024	$657,364	$501,736	$2,805,884	$155,628
2023	$582,020	$302,411	$2,534,250	$279,609
2022	$-226,797	$245,588	$2,224,670	$-472,385
2021	$170,426	$145,626	$2,499,409	$24,800
2020	$76,301	$150,266	$2,397,352	$-73,965
2019	$475,450	$102,977	$1,009,326	$372,473
2018	$74,376	$69,414	$636,763	$4,962