Saint Andrew's Society of Philadelphia (EIN 237079392) - 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

1749

Legal Domicile

Principal Officer

Mark Duane Edward Lupke

Phone

2152053336

Tax Period

2022-07-01 to 2023-06-30

Saint Andrew's Society of Philadelphia, founded in 1749, is a small nonprofit that reported $445K in total revenue in fiscal year 2022. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $513K exceeded revenue, resulting in a 15% operating deficit.

Mission

Education-Scottish heritage, promotion, education assistance - Scottish charities & pipers - Scottish funerals and cultural events

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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 (2022)

Revenue Breakdown

Contributions & Grants $51,925

Program Service Revenue $361,146

Investment Income $32,222

Other Revenue $-66

TOTAL REVENUE $445,227

Expense Breakdown

Grants Paid $5,133

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $433,779

Other Expenses $508,261

TOTAL EXPENSES $513,394

Year-over-Year Comparison

	2022	2021	Change
Revenue	$445,227	$289,428	+0.5%
Expenses	$513,394	$291,670	+0.8%
Net Income	$-68,167	$-2,242	+29.4%

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
Mark Duane Edward Lupke	President	0.50	Officer	$0	$0	$0
James MacFarlane	First Vice President	0.50	Officer	$0	$0	$0
Richard Francis Pagano	2nd Vice President	0.50	Officer	$0	$0	$0
John Francis McDonald III	Secretary	1.00	Officer	$0	$0	$0
Patrick Graham Joseph Stewart	Treasurer	4.00	Officer	$0	$0	$0
Kenneth W MacNeal	Membership Secretary	1.00	Officer	$0	$0	$0
Rev Alexander Argeiw Moore Aimette	Chaplain	0.25	Officer	$0	$0	$0
Rev Dr William D Hess	Chaplain	0.25	Officer	$0	$0	$0
Rev G Clayton Ames III	Chaplain	0.25	Officer	$0	$0	$0
Rev Mark S McDowell	Chaplain	0.25	Officer	$0	$0	$0
Rev Joseph Francis Watson PhD	Chaplain	0.25	Officer	$0	$0	$0
Craig Douglas Mills Esq	counselor	0.25	Officer	$0	$0	$0
Stephen Wales Armstrong Esq	counselor	0.25	Officer	$0	$0	$0
Stephen Herrick Palmer Esq	counselor & director	0.50	Officer Director	$0	$0	$0
Eric L Hume MD	physician	0.25	Officer	$0	$0	$0
Rodney Donald Bell MD	physician	0.25	Officer	$0	$0	$0
David Alonzo Stedman	historian	2.00	Officer	$0	$0	$0
Andrew Roxburgh McGhie PhD	Poet Laureate	0.50	Officer	$0	$0	$0
Robert James Bruce	Director	0.50	Director	$0	$0	$0
John-david W Franklin	Director	0.50	Director	$0	$0	$0
Donald J M Phillips	Director	0.50	Director	$0	$0	$0
Scott Garland Bruce	Director	0.50	Director	$0	$0	$0
James Brian Urie Esq	Director	0.50	Director	$0	$0	$0
Carl Gissler Morgan	Director	0.50	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$445,227	$513,394	$2,150,902	$-68,167
2022	$290,947	$290,840	$2,015,412	$107
2022	$289,428	$291,670	$2,037,020	$-2,242
2021	$158,065	$144,853	$2,342,746	$13,212
2020	$89,060	$185,088	$1,797,233	$-96,028
2019	$190,312	$206,730	$1,910,373	$-16,418
2018	$234,333	$195,361	$1,880,171	$38,972

Saint Andrew's Society of Philadelphia