MORRIS W STROUD 3RD TUW PENNSWOOD #1 (EIN 237651475) - 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

1990

Legal Domicile

Phone

2154196000

Tax Period

2023-07-01 to 2024-06-30

MORRIS W STROUD 3RD TUW PENNSWOOD #1, founded in 1990, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 256% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 71% operating margin.

Mission

Income shall be paid to the Center for Geriatrics and Gerontology,Columbia University, to be used to support scholarly clinicalepidemiological activities whose goals are to prevent or delay lossesthat frequently accompany disability, chronic diseases, and aging.

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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 $0

Program Service Revenue $0

Investment Income $1,236,707

Other Revenue $369,106

TOTAL REVENUE $1,605,813

Expense Breakdown

Grants Paid $410,971

Salaries & Benefits $31,336

Fundraising Expenses $0

Program Expenses $410,971

Other Expenses $31,386

TOTAL EXPENSES $473,693

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,605,813	$450,605	+2.6%
Expenses	$473,693	$422,109	+0.1%
Net Income	$1,132,120	$28,496	+38.7%

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

N/A

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
THE GLENMEDE TRUST CO N A	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$1,605,813	$473,693	$9,963,655	$1,132,120
2023	$450,605	$422,109	$8,831,535	$28,496
2022	$584,883	$398,818	$8,803,039	$186,065
2021	$547,709	$376,352	$8,616,974	$171,357
2020	$400,535	$370,766	$8,445,617	$29,769

MORRIS W STROUD 3RD TUW PENNSWOOD #1