CELEBRATE ST JAMES PAST-PRESENT- FUTURE INC (EIN 822445956) - 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

2017

Legal Domicile

Principal Officer

DORIS MEYER

Phone

5162429242

Tax Period

2023-01-01 to 2023-12-31

CELEBRATE ST JAMES PAST-PRESENT- FUTURE INC, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $148K in total revenue in fiscal year 2023. The organization ran a surplus of $77K, a strong 52% operating margin.

Mission

TO PRESERVE AND CELEBRATE ST JAMES RICH HISTORY AND INSPIRE AN APPRECIATION AND KNOWLEDGE OF THE ARTS IN OUR COMMUNITY

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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 $71,590

Program Service Revenue $226

Investment Income $0

Other Revenue $75,892

TOTAL REVENUE $147,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,309

Other Expenses $70,309

TOTAL EXPENSES $70,309

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,708	$-3,461	-43.7%
Expenses	$70,309	$83,210	-0.2%
Net Income	$77,399	$-86,671	-1.9%

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
PATRICIA CLARK	BOARD MEMBER	N/A	Director	$0	$0	$0
ELAINE DEMY	BOARD MEMBER	N/A	Director	$0	$0	$0
JACK ADER	VICE PRESIDE	N/A	Officer	$0	$0	$0
KATHY EBERT	CORRESPONDIN	N/A	Officer	$0	$0	$0
ARLENE GOLDSTEIN	VICE PRESIDE	N/A	Officer	$0	$0	$0
DAVID KORNBLITH	VICE PRESIDE	N/A	Officer	$0	$0	$0
RANDI KUVEKE	TREASURER	N/A	Officer	$0	$0	$0
DORIS MEYER	PRESIDENT	N/A	Officer	$0	$0	$0
SUSAN MEYER	RECORDING SE	N/A	Officer	$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	$147,708	$70,309	$177,875	$77,399
2022	$-3,461	$83,210	$100,476	$-86,671
2021	$120,417	$31,347	$187,147	$89,070

CELEBRATE ST JAMES PAST-PRESENT- FUTURE INC