CARL V S PATTERSON IRR (EIN 236415355) - 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

1945

Legal Domicile

Phone

6022247275

Tax Period

2025-01-01 to 2025-12-31

CARL V S PATTERSON IRR, founded in 1945, is a small nonprofit that reported $150K in total revenue in fiscal year 2025. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 29% operating margin.

Mission

FINANCIAL SUPPORT FOR THE UNIVERSITY OF 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $150,412

Other Revenue $0

TOTAL REVENUE $150,412

Expense Breakdown

Grants Paid $77,476

Salaries & Benefits $28,308

Fundraising Expenses $0

Program Expenses $83,138

Other Expenses $908

TOTAL EXPENSES $106,692

Year-over-Year Comparison

	2025	2024	Change
Revenue	$150,412	$77,413	+0.9%
Expenses	$106,692	$108,744	0.0%
Net Income	$43,720	$-31,331	-2.4%

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

N/A

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
PNC BANK N A	TRUSTEE	1.0		$28,308	$0	$28,308

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	$150,412	$106,692	$1,750,722	$43,720
2024	$77,413	$108,744	$1,706,544	$-31,331
2023	$48,493	$108,852	$1,738,026	$-60,359
2022	$39,515	$113,878	$1,797,390	$-74,363
2021	$180,530	$106,321	$1,870,611	$74,209
2020	$58,390	$100,124	$1,796,249	$-41,734
2019	$247,526	$95,423	$1,841,548	$152,103
2018	$141,478	$94,958	$1,689,445	$46,520

CARL V S PATTERSON IRR