Historic Palmyra Inc (EIN 237443013) - 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

1967

Legal Domicile

Principal Officer

Kathryn Woodlock

Phone

3155976981

Tax Period

2024-06-01 to 2025-05-31

Historic Palmyra Inc, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $154K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $149K left a modest 4% surplus.

Mission

To promote education and historical research regarding the early history of Palmyra NY and surrounding areas.

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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 (2024)

Revenue Breakdown

Contributions & Grants $62,910

Program Service Revenue $0

Investment Income $81,835

Other Revenue $9,291

TOTAL REVENUE $154,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,334

Fundraising Expenses $0

Program Expenses $148,624

Other Expenses $77,290

TOTAL EXPENSES $148,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$154,036	$135,713	+0.1%
Expenses	$148,624	$166,040	-0.1%
Net Income	$5,412	$-30,327	-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

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

Total Directors

$36,609

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Executive Director	30.00	Director	$36,600	$0	$36,600
N/A	President	2.00	Officer	$0	$0	$0
N/A	Secretary	2.00	Officer	$0	$0	$0
N/A	Treasurer	2.00	Officer	$0	$0	$0
N/A	Trustee	1.00	Director	$0	$0	$0
N/A	Trustee	1.00	Director	$0	$0	$0
N/A	Vice President	1.00	Officer	$0	$0	$0
N/A	Trustee	1.00	Director	$0	$0	$0
N/A	Trustee	1.00	Director Highest	$0	$9	$9
N/A	Trustee	1.00	Director Highest	$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	$154,036	$148,624	$840,808	$5,412
2024	$135,713	$166,040	$858,270	$-30,327
2023	$70,467	$157,441	$797,493	$-86,974
2022	$119,331	$138,879	$888,897	$-19,548
2021	$48,793	$139,353	$888,394	$-90,560
2020	$108,774	$102,656	$900,926	$6,118
2019	$75,931	$119,110	$894,808	$-43,179
2018	$118,471	$142,228	$937,987	$-23,757

Historic Palmyra Inc