NATIONAL PILGRIM MEMORIAL MEETINGHOUSE CHARITABLE TRUST (EIN 825178134) - 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

LEA FILSON

Phone

5087463188

Tax Period

2024-07-01 to 2024-08-01

NATIONAL PILGRIM MEMORIAL MEETINGHOUSE CHARITABLE TRUST, founded in 2017, is a micro nonprofit that reported $29K in total revenue in fiscal year 2024. Revenue fell 99% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 43% operating margin.

Mission

RESTORATION OF NATIONAL PILGRIM MEMORIAL MEETINGHOUSE

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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 $22,931

Program Service Revenue $0

Investment Income $5,781

Other Revenue $0

TOTAL REVENUE $28,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $511

Fundraising Expenses $975

Program Expenses $13,193

Other Expenses $15,817

TOTAL EXPENSES $16,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,712	$3,249,098	-1.0%
Expenses	$16,328	$506,491	-1.0%
Net Income	$12,384	$2,742,607	-1.0%

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

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
LEA SINCLAR FILSON	PRESIDENT & TRUSTEE REPRES	10.00	Officer Director	$0	$0	$0
DONALD T STUDLEY	TREASURER & TRUSTEE REPRES	0.50	Officer Director	$0	$0	$0
LISA PENNINGTON	SECRETARY & TRUSTEE REPRES	0.50	Officer Director	$0	$0	$0
BART HENSON	TRUSTEE REPRESENTATIVE	0.01	Director	$0	$0	$0
GEORGE P GARMANY JR MD	TRUSTEE REPRESENTATIVE	0.01	Director	$0	$0	$0
CARTER WIESE	TRUSTEE REPRESENTATIVE	0.01	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	$28,712	$16,328	No data	$12,384
2024	$3,249,098	$506,491	$3,489,038	$2,742,607
2023	$248,701	$1,395,715	$745,899	$-1,147,014
2022	$124,850	$298,295	$1,822,589	$-173,445
2021	$1,681,915	$167,249	$2,057,407	$1,514,666
2020	$2,426,783	$2,625,867	$483,278	$-199,084
2019	$673,778	$143,871	$681,903	$529,907

NATIONAL PILGRIM MEMORIAL MEETINGHOUSE CHARITABLE TRUST