PHILIPSBURG HISTORICAL FOUNDATION (EIN 237314462) - 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

2010

Principal Officer

SHANNON DAWSON

Phone

8142801017

Tax Period

2023-01-01 to 2023-12-31

PHILIPSBURG HISTORICAL FOUNDATION, founded in 2010, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $37K in total revenue in fiscal year 2023. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 91% operating margin.

Mission

ORGANIZED FOR RESTORING AND PRESERVING HISTORICAL LANDMARKS AND COLLECTING AND DISPLAYING THE ARTIFACTS OF PHILIPSBURG AND VICINITY

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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 $20,220

Program Service Revenue $0

Investment Income $5,677

Other Revenue $11,381

TOTAL REVENUE $37,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $417

Program Expenses $566

Other Expenses $3,371

TOTAL EXPENSES $3,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,278	$19,474	+0.9%
Expenses	$3,371	$26,404	-0.9%
Net Income	$33,907	$-6,930	-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

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
SHANNON DAWSON	Treasurer	10.00	Director	$0	$0	$0
TERESA MULL	President	0.00	Director	$0	$0	$0
ERIC RUSNAK	Vice President	0.00	Director	$0	$0	$0
CHRIS WATSON	Curator	0.00	Director	$0	$0	$0
CAROLE WOMER	Secretary	0.00	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	No data	No data	No data	No data
2023	$37,278	$3,371	$532,778	$33,907
2022	$19,474	$26,404	$500,311	$-6,930
2021	$26,137	$10,070	$513,545	$16,067

PHILIPSBURG HISTORICAL FOUNDATION