NATIONAL PILGRIM MEMORIAL MEETINGHOUSE CHARITABLE TRUST

EIN: 825178134 501(c)(3)

PLYMOUTH, MA

Total Revenue
$3,249,098
Total Expenses
$506,491
Total Assets
$3,489,038
Net Assets
$3,419,640
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
MA
Principal Officer
LEA FILSON
Phone
5087463188
Tax Period
2023-07-01 to 2024-06-30

NATIONAL PILGRIM MEMORIAL MEETINGHOUSE CHARITABLE TRUST, founded in 2017, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 1206% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 84% operating margin.

Mission

TO PRESERVE AND RESTORE THE NATIONAL PILGRIM MEMORIAL MEETINGHOUSE AS AN EDUCATIONAL CENTER FOR PILGRIM HISTORY

Program Service Accomplishments

Program 1
Expenses: $463,400

TO PRESERVE AND RESTORE THE NATIONAL PILGRIM MEMORIAL MEETINGHOUSE AS AN EDUCATIONAL CENTER FOR PILGRIM HISTORY

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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 $3,236,164
Program Service Revenue $0
Investment Income $12,934
Other Revenue $0
TOTAL REVENUE $3,249,098

Expense Breakdown

Grants Paid $0
Salaries & Benefits $34,960
Fundraising Expenses $3,937
Program Expenses $463,400
Other Expenses $471,531
TOTAL EXPENSES $506,491

Year-over-Year Comparison

2023 2022 Change
Revenue $3,249,098 $248,701 +12.1%
Expenses $506,491 $1,395,715 -0.6%
Net Income $2,742,607 $-1,147,014 -3.4%
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

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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
6
Independent Members
6
Employees
N/A
Volunteers
6

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
3
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
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
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