PHILA SOCIETY FOR THE PRESERVATION OF LANDMARKS (EIN 236253966) - 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

1931

Legal Domicile

Principal Officer

GREGORY P MONTANARO

Phone

2159252251

Tax Period

2023-10-01 to 2024-09-30

PHILA SOCIETY FOR THE PRESERVATION OF LANDMARKS, founded in 1931, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.0M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $747K, a strong 25% operating margin.

Mission

WE INSPIRE PEOPLE TO ENGAGE WITH HISTORY AND BUILD COMMUNITY BY PRESERVING OUR HISTORIC SITES AND PROVIDING RELEVANT HISTORICAL, EDUCATIONAL AND CULTURAL PROGRAMMING

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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 (2023)

Revenue Breakdown

Contributions & Grants $881,121

Program Service Revenue $1,760,855

Investment Income $120,319

Other Revenue $262,397

TOTAL REVENUE $3,024,692

Expense Breakdown

Grants Paid $0

Salaries & Benefits $309,403

Fundraising Expenses $51,319

Program Expenses $2,009,558

Other Expenses $1,968,006

TOTAL EXPENSES $2,277,409

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,024,692	$2,467,530	+0.2%
Expenses	$2,277,409	$2,056,801	+0.1%
Net Income	$747,283	$410,729	+0.8%

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

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

$97,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY MONTANARO	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JOHN VENTURA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TIMOTHY M ALLES	TREASURER	2.00	Officer Director	$0	$0	$0
DAWN M TANCREDI ESQ	SECRETARY	2.00	Officer Director	$0	$0	$0
CHARLES P KEATES ESQ	CHAIR EMERITUS	2.00	Officer Director	$0	$0	$0
MICHAEL ALLEN	AT LARGE	1.00	Director	$0	$0	$0
JONATHAN BITTING	AT LARGE	1.00	Director	$0	$0	$0
LORI COHEN	AT LARGE	1.00	Director	$0	$0	$0
GREGORY CRANFORD AIA	AT LARGE	1.00	Director	$0	$0	$0
JUSTIN DETWILER	AT LARGE	1.00	Director	$0	$0	$0
BISHOP DAVID G EVANS	AT LARGE	1.00	Director	$0	$0	$0
FRANK GIORDANO	AT LARGE	1.00	Director	$0	$0	$0
THOMAS HEMMERICK	AT LARGE	1.00	Director	$0	$0	$0
ANNELIZA KAUFER	AT LARGE	1.00	Director	$0	$0	$0
ROBIN KOSLO-STAHL	AT LARGE	1.00	Director	$0	$0	$0
STEPHEN S LEE	AT LARGE	1.00	Director	$0	$0	$0
MARGARET LONZETTA	AT LARGE	1.00	Director	$0	$0	$0
NORMAN MARCUS	AT LARGE	1.00	Director	$0	$0	$0
ROBERT A MARSHALL ESQ	AT LARGE	1.00	Director	$0	$0	$0
CAROLINE MILLS	AT LARGE	1.00	Director	$0	$0	$0
ALANNA PISER	AT LARGE	1.00	Director	$0	$0	$0
ROBERT POWELESQ	AT LARGE	1.00	Director	$0	$0	$0
HENRY F REICHNER ESQ	AT LARGE	1.00	Director	$0	$0	$0
BECKY SITARCHUK	AT LARGE	1.00	Director	$0	$0	$0
ELIZABETH STREITZ POWEL	AT LARGE	1.00	Director	$0	$0	$0
CORTRIGHT WETHERILL III	AT LARGE	1.00	Director	$0	$0	$0
KAYLA ANTHONY	EXECUTIVE DIRECTOR	40.00	Officer	$92,250	$4,800	$97,050

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	$3,024,692	$2,277,409	$6,069,370	$747,283
2023	$2,467,530	$2,056,801	$4,901,421	$410,729
2022	$2,077,175	$1,906,321	$4,504,085	$170,854
2021	$1,110,082	$800,716	$4,539,247	$309,366
2020	$1,250,921	$1,089,146	$3,993,534	$161,775
2019	$2,000,716	$1,657,466	$3,849,100	$343,250
2018	$2,136,674	$2,005,730	$3,493,655	$130,944

PHILA SOCIETY FOR THE PRESERVATION OF LANDMARKS