THEOSOPHY CENTER PRESERVATION CORPORATION (EIN 262953539) - 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

2008

Legal Domicile

Phone

2155634692

Tax Period

2021-01-01 to 2021-12-31

THEOSOPHY CENTER PRESERVATION CORPORATION, founded in 2008, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $37K in total revenue in fiscal year 2021. Revenue surged 215% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 50% operating margin.

Mission

TO ACT AS TRUSTEE OR SUCESSOR TRUSTEE FOR THE BENEFIT OF THE UNITED LODGE OF THEOSPHISTS OF PHILADELPHIA AND TO HOLD TITLE TO REAL ESTATE AS SUCH TRUSTEE. TO PROVIDE FINANCIAL AND OTHER SUPPORT TO THE UNITED LODGE OF THEOSOPHISTS OF PHILADELPHIA.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $36,964

Other Revenue $0

TOTAL REVENUE $36,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,721

Other Expenses $18,307

TOTAL EXPENSES $18,307

Year-over-Year Comparison

	2021	2020	Change
Revenue	$36,964	$11,732	+2.2%
Expenses	$18,307	$45,686	-0.6%
Net Income	$18,657	$-33,954	-1.5%

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

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	Role	Reportable Comp	Other Comp	Total
STEVEN H LEVY MD	President	Officer Director	$0	$0	$0
MICHAEL D WAGNER	Vice President	Officer Director	$0	$0	$0
JUDITH C SCHOETTLE	Treasurer	Officer 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
2021	$36,964	$18,307	$485,821	$18,657
2019	$6,134	$19,595	$500,947	$-13,461
2018	$557,197	$42,789	$514,408	$514,408

THEOSOPHY CENTER PRESERVATION CORPORATION