THE PHILOMATHEON SOCIETY TRUST (EIN 346528135) - 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

1953

Legal Domicile

Principal Officer

ROBERT M SWEENEY

Phone

3304381867

Tax Period

2025-01-01 to 2025-12-31

THE PHILOMATHEON SOCIETY TRUST, founded in 1953, is a micro nonprofit that reported $96K in total revenue in fiscal year 2025. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $2.3M represent 284 months of operating reserves.

Mission

TO HOLD & INVEST MONIES TO FUND THE PHILOMATHEON SOCIETY OF THE BLIND, A 501(C)(3) PUBLIC CHARITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $95,658

Other Revenue $102

TOTAL REVENUE $95,760

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,665

Other Expenses $15,912

TOTAL EXPENSES $95,912

Year-over-Year Comparison

	2025	2024	Change
Revenue	$95,760	$144,203	-0.3%
Expenses	$95,912	$89,438	+0.1%
Net Income	$-152	$54,765	-1.0%

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

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
ROBERT M SWEENEY	TRUSTEE	2.00	Director	$0	$0	$0
JUDE STREB	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT F BELDEN	TRUSTEE	2.00	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
2025	$95,760	$95,912	$2,267,719	$-152
2024	$144,203	$89,438	$1,211,799	$54,765
2023	$68,675	$86,398	$1,157,034	$-17,723
2022	$41,295	$86,569	$1,174,757	$-45,274
2021	$165,025	$86,543	$1,220,031	$78,482
2020	$49,119	$85,321	$1,141,549	$-36,202
2019	$124,700	$93,255	$1,177,751	$31,445
2018	$52,041	$77,558	$1,146,306	$-25,517

THE PHILOMATHEON SOCIETY TRUST