OLD YORK ROAD HISTORICAL SOCIETY

EIN: 237433124 501(c)(3)

JENKINTOWN, PA

Total Revenue
$56,242
Total Expenses
$59,661
Total Assets
$541,909
Net Assets
$541,909
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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
1936
Legal Domicile
PA
Phone
2158868590
Tax Period
2023-01-01 to 2023-12-31

OLD YORK ROAD HISTORICAL SOCIETY, founded in 1936, is a micro nonprofit that reported $56K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $542K represent 116 months of operating reserves.

Mission

PRESERVE & PROMOTE THE FOLKLORE OF THE COMMUNITIES ALONG AND ADJACENT TO OLD YORK ROAD FROM PHILADELPHIA TO NEW HOPE WITH SPECIAL FOCUS ON THOSE COMMUNITIES IN EASTERN MONTGOMERY COUNTY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $42,238
Program Service Revenue $4,922
Investment Income $9,082
Other Revenue $0
TOTAL REVENUE $56,242

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $52,574
Other Expenses $59,661
TOTAL EXPENSES $59,661

Year-over-Year Comparison

2023 2022 Change
Revenue $56,242 $59,932 -0.1%
Expenses $59,661 $43,032 +0.4%
Net Income $-3,419 $16,900 -1.2%
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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
24

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SEE ATTACHED N/A
$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 $56,242 $59,661 $541,909 $-3,419
2022 $59,932 $43,032 $501,353 $16,900
2021 $121,039 $47,011 $545,047 $74,028
2018 $198,583 $63,960 $402,509 $134,623
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