THE PHILADELPHIA SOCIETY (EIN 366151680) - 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

1964

Legal Domicile

Principal Officer

DR DAVID STUHR

Phone

5176885111

Tax Period

2024-01-01 to 2024-12-31

THE PHILADELPHIA SOCIETY, founded in 1964, is a small nonprofit that reported $666K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum.

Mission

EDUCATIONAL PROGRAMS

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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 $276,553

Program Service Revenue $359,839

Investment Income $29,337

Other Revenue $0

TOTAL REVENUE $665,729

Expense Breakdown

Grants Paid $56,908

Salaries & Benefits $108,356

Fundraising Expenses $31,652

Program Expenses $545,155

Other Expenses $520,961

TOTAL EXPENSES $686,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$665,729	$459,499	+0.4%
Expenses	$686,225	$411,337	+0.7%
Net Income	$-20,496	$48,162	-1.4%

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

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
DR BRADLEY WATSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOSEPH MORRIS	1ST VICE PRE	2.00	Officer Director	$0	$0	$0
DR MICHAEL MUNGER	2ND VICE PRE	2.00	Officer Director	$0	$0	$0
DR LENORE EALY	SECRETARY	10.00	Officer	$0	$0	$0
DANIEL HALES	ASSISTANT SE	2.00	Officer	$0	$0	$0
DR DAVID STUHR	TREASURER	3.00	Officer	$0	$0	$0
HAL HAYWARD	ASSISTANT TR	2.00	Officer	$0	$0	$0
CLAIRE AGUDA	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW GRAHAM	TRUSTEE	2.00	Director	$0	$0	$0
ADAM KISSEL	TRUSTEE	2.00	Director	$0	$0	$0
RYAN WILLIAMS	TRUSTEE	2.00	Director	$0	$0	$0
DR JAMES HARTLEY	TRUSTEE	2.00	Director	$0	$0	$0
DR JASON JEWELL	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL MAIBACH	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS SPENCE	TRUSTEE	2.00	Director	$0	$0	$0
DR SUSAN MANGELS	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT NAETHING	TRUSTEE	2.00	Director	$0	$0	$0
DR JEFFREY NELSON	TRUSTEE	2.00	Director	$0	$0	$0
JANE SHAW STROUP	TRUSTEE	2.00	Director	$0	$0	$0
MATTHEW TYRMAND	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	No data	No data	No data	No data
2024	$665,729	$686,225	$1,053,652	$-20,496
2023	$459,499	$411,337	$1,081,309	$48,162
2022	$504,987	$430,450	$830,901	$74,537
2021	$357,743	$383,283	$847,648	$-25,540
2020	$257,079	$180,820	$798,400	$76,259
2019	$375,225	$359,350	$684,256	$15,875
2018	$378,042	$329,140	$616,780	$48,902

THE PHILADELPHIA SOCIETY