TUW PHILENA R PEABODY-LLOYD (EIN 366088658) - 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

1954

Legal Domicile

Principal Officer

SAME AS C ABOVE

Phone

3126306000

Tax Period

2023-06-01 to 2024-05-31

TUW PHILENA R PEABODY-LLOYD, founded in 1954, is a micro nonprofit that reported $8K in total revenue in fiscal year 2020. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $10K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO SUPPORT ORGANIZATIONS LISTED IN SCHEDULE A PART I

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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 $8,829

Other Revenue $0

TOTAL REVENUE $8,829

Expense Breakdown

Grants Paid $3,518

Salaries & Benefits $2,126

Fundraising Expenses $0

Program Expenses $3,518

Other Expenses $2,603

TOTAL EXPENSES $8,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,829	$-1,870	-5.7%
Expenses	$8,247	$7,529	+0.1%
Net Income	$582	$-9,399	-1.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORTHERN TRUST COMPANY	TRUSTEE	40.0		$2,126	$0	$2,126

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	$8,829	$8,247	$149,950	$582
2023	$-1,870	$7,529	$149,333	$-9,399
2022	$10,166	$8,199	$158,732	$1,967
2021	$7,567	$10,244	$156,760	$-2,677

TUW PHILENA R PEABODY-LLOYD