THE JOHN UPDIKE SOCIETY (EIN 451584125) - 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

2009

Legal Domicile

Principal Officer

JAMES PLATH

Phone

3098284452

Tax Period

2023-01-01 to 2023-12-31

THE JOHN UPDIKE SOCIETY, founded in 2009, is a small nonprofit in the Education sector that reported $159K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 32% operating margin.

Mission

TO AWAKEN AND SUSTAIN READER INTEREST IN THE LITERATURE AND LIFE OF JOHN UPDIKE, BOUGHT THE JOHN UPDIKE HOME IN SHILLINGTON PA AND CREATED A LITERARY LANDMARK FOR EDUCATIONAL PURPOSES

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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 $147,931

Program Service Revenue $2,038

Investment Income $9,478

Other Revenue $0

TOTAL REVENUE $159,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,370

Other Expenses $108,574

TOTAL EXPENSES $108,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$159,447	$99,600	+0.6%
Expenses	$108,574	$65,186	+0.7%
Net Income	$50,873	$34,414	+0.5%

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
JAMES PLATH	PRESIDENT	001.00	Officer Director	$0	$0	$0
JAMES SCHIFF	VICE-PRESIDENT	001.00	Officer Director	$0	$0	$0
PETER BAILEY	SECRETARY	001.00	Officer Director	$0	$0	$0
MARSHALL BOSWELL	TREASURER	001.00	Officer Director	$0	$0	$0
MATTHEW KOCH	DIRECTOR	001.00	Director	$0	$0	$0
SYLVIE MATHE	DIRECTOR	001.00	Director	$0	$0	$0
BILJANA DOJCINOVIC	DIRECTOR	001.00	Director	$0	$0	$0
ROBERT LUSCHER	DIRECTOR	001.00	Director	$0	$0	$0
MATTHEW SHIPE	DIRECTOR	001.00	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
2024	No data	No data	No data	No data
2023	$159,447	$108,574	$1,506,543	$50,873
2022	$99,600	$65,186	$1,455,670	$34,414
2021	$70,872	$84,618	$1,421,256	$-13,746
2020	$58,167	$79,930	$1,435,002	$-21,763
2019	$190,735	$45,826	$1,456,765	$144,909
2018	$236,792	$67,051	$1,311,856	$169,741

THE JOHN UPDIKE SOCIETY