THE PLUMSOCK FUND INC C/O STANTON & COMPANY (EIN 356014719) - 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

1959

Legal Domicile

Principal Officer

PAM SOLO

Phone

7819331744

Tax Period

2024-07-01 to 2025-06-30

THE PLUMSOCK FUND INC C/O STANTON & COMPANY, founded in 1959, is a small nonprofit that reported $481K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Net assets of $7.7M represent 192 months of operating reserves.

Mission

AS REQUIRED BY THE GOVERNING INSTRUMENT, THIS FUND PROVIDES SUPPORT TO THE MAYA EDUCATIONAL FOUNDATION. THE PURPOSE IS TO SUPPORT THE EDUCATIONAL AND PROFESSIONAL ADVANCEMENT OF THE MAYAN PEOPLE AND THE MAYAN REGION THROUGH EDUCATIONAL PROGRAMS THAT FOSTER STUDY AND PRESERVATION OF THEIR CULTURES.

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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 $0

Program Service Revenue $0

Investment Income $480,901

Other Revenue $0

TOTAL REVENUE $480,901

Expense Breakdown

Grants Paid $470,852

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $470,852

Other Expenses $38,757

TOTAL EXPENSES $509,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$480,901	$568,797	-0.2%
Expenses	$509,609	$460,606	+0.1%
Net Income	$-28,708	$108,191	-1.3%

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
CHRISTOPHER LUTZ	PRESIDENT & DIRECTOR	5.00	Officer Director	$0	$0	$0
PAM SOLO	TREASURER/SECRETARY/DIRECT	5.00	Officer Director	$0	$0	$0
TODD LITTLE-SIEBOLD	DIRECTOR	5.00	Director	$0	$0	$0
CAROL HENDRICKSON	DIRECTOR	5.00	Director	$0	$0	$0
ABIGAIL ADAMS	DIRECTOR	5.00	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	$480,901	$509,609	$7,684,186	$-28,708
2024	$568,797	$460,606	$7,712,894	$108,191
2023	$481,424	$443,168	$7,604,703	$38,256
2022	$523,364	$616,821	$7,566,447	$-93,457
2021	$633,270	$450,019	$7,659,904	$183,251
2020	$415,196	$431,219	$7,476,653	$-16,023
2019	$489,632	$421,063	$7,492,676	$68,569
2018	$394,816	$422,479	$7,424,107	$-27,663

THE PLUMSOCK FUND INC C/O STANTON & COMPANY