Arch Street Meeting House Preservation Trust

EIN: 454125404 501(c)(3) Philanthropy & Grantmaking

Philadelphia, PA

Total Revenue
$961,380
Total Expenses
$1,013,734
Total Assets
$889,611
Net Assets
$462,918
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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
2011
Legal Domicile
PA
Principal Officer
David Park
Phone
2154131804
Tax Period
2023-10-01 to 2024-09-30

Arch Street Meeting House Preservation Trust, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $961K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum.

Mission

ARCH STREET MEETING HOUSE PRESERVATION TRUST PRESERVES, OPERATES, AND INTERPRETS THE MEETING HOUSE AND GROUNDS WHICH WILL SERVE TO INCREASE PUBLIC UNDERSTANDING.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $800,664
Program Service Revenue $156,003
Investment Income $4,713
Other Revenue $0
TOTAL REVENUE $961,380

Expense Breakdown

Grants Paid $556,105
Salaries & Benefits $295,929
Fundraising Expenses $41,818
Program Expenses $761,020
Other Expenses $161,700
TOTAL EXPENSES $1,013,734

Year-over-Year Comparison

2023 2022 Change
Revenue $961,380 $469,954 +1.0%
Expenses $1,013,734 $230,029 +3.4%
Net Income $-52,354 $239,925 -1.2%
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

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Governance

Voting Members
13
Independent Members
12
Employees
N/A
Volunteers
34

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
6
$335,952
Total Directors
13
$146,593
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTIE DUNCAN-TESSMER EX-OFFICIO 1.0
Officer Director
$0 $0 $146,593
LINELL MCCURRY CHIEF FINANCIAL OFFICER 1.0
Officer
$0 $0 $109,207
SEAN CONNOLLY EXECUTIVE DIRECTOR 1.0
Officer
$0 $0 $80,152
LISA H OGLETREE CHIEF PRESIDING OFFICER 2.0
Officer Director
$0 $0 $0
DAVID WICKARD TREASURER 2.0
Officer Director
$0 $0 $0
JANET BRAKER TRUSTEE 1.0
Director
$0 $0 $0
PHIL COOKE TRUSTEE 1.0
Director
$0 $0 $0
SAMUEL T FREEMAN III TRUSTEE 1.0
Director
$0 $0 $0
HEATH MEYERS TRUSTEE 1.0
Director
$0 $0 $0
LUCY STRACKHOUSE TRUSTEE 1.0
Director
$0 $0 $0
JACQUELINE S ZEMAITIS SECRETARY 1.0
Officer Director
$0 $0 $0
HAZELE GOODRIDGE TRUSTEE 1.0
Director
$0 $0 $0
GEORGE MCNEELY TRUSTEE 1.0
Director
$0 $0 $0
DAVID UNKOVIC TRUSTEE 1.0
Director
$0 $0 $0
Lisa Parry Trustee 1.0
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 $961,380 $1,013,734 $889,611 $-52,354
2023 $469,954 $230,029 $583,630 $239,925
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