PLYMOUTH INTERGENERATIONAL COALITION LTD (EIN 392037053) - 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

2002

Legal Domicile

Principal Officer

MEGHANN WEEDEN

Phone

9208924858

Tax Period

2024-01-01 to 2024-12-31

PLYMOUTH INTERGENERATIONAL COALITION LTD, founded in 2002, is a small nonprofit in the Human Services sector that reported $891K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO MAINTAIN AND PROMOTE OPPORTUNITIES THAT BUILD AND HONOR RELATIONSHIPS BETWEEN GENERATIONS THROUGH POSITIVE EDUCATIONAL AND SOCIAL EXPERIENCES.

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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 $359,082

Program Service Revenue $480,109

Investment Income $39,744

Other Revenue $12,087

TOTAL REVENUE $891,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $550,392

Fundraising Expenses $32,820

Program Expenses $812,805

Other Expenses $541,378

TOTAL EXPENSES $1,091,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$891,022	$1,115,252	-0.2%
Expenses	$1,091,770	$1,198,972	-0.1%
Net Income	$-200,748	$-83,720	+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

105

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

$156,196

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARILYN MORRISSEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
MATTHEW MOONEY	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
JODI SCHOERNER	TREASURER	5.00	Officer Director	$0	$0	$0
LUANN TRAVIS	SECRETARY	5.00	Officer Director	$0	$0	$0
MARSHA VOLLBRECHT	EMERITUS	5.00	Director	$0	$0	$0
DONNA COUNSELMAN	BOARD MEMBER	5.00	Director	$0	$0	$0
MARY MOTISKA	BOARD MEMBER	5.00	Director	$0	$0	$0
BILL WORTH	BOARD MEMBER	5.00	Director	$0	$0	$0
VICKY SCHNEIDER	BOARD MEMBER	5.00	Director	$0	$0	$0
HANNAH KAISER	BOARD MEMBER	5.00	Director	$0	$0	$0
ALISE MOONEY	BOARD MEMBER	5.00	Director	$0	$0	$0
JORDAN MUELLER	BOARD MEMBER	5.00	Director	$0	$0	$0
MEGHANN WEEDEN	INTERIM - EX	40.00	Officer	$62,100	$0	$62,100
GREGORY VOSS	PRIOR - EXEC	40.00	Officer	$94,096	$0	$94,096

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
2024	$891,022	$1,091,770	$5,064,280	$-200,748
2023	$1,115,252	$1,198,972	$5,217,609	$-83,720
2022	$1,141,604	$1,181,867	$5,236,254	$-40,263
2021	$967,463	$877,944	$5,363,099	$89,519
2020	$1,264,701	$832,066	$5,387,142	$432,635
2019	$886,546	$975,247	$4,624,540	$-88,701
2018	$862,177	$929,625	$4,736,104	$-67,448

PLYMOUTH INTERGENERATIONAL COALITION LTD