Saving Historic Moorestown Inc (EIN 992458791) - 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

2024

Legal Domicile

Principal Officer

Julie Maravich

Phone

8562667607

Tax Period

2025-01-01 to 2025-12-31

Saving Historic Moorestown Inc, founded in 2024, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.0M in total revenue in fiscal year 2025. The organization ran a surplus of $987K, a strong 95% operating margin.

Mission

The Organizations mission is to support preservation and enhancement of Moorestowns historic assets for current and future generations through various preservation programs

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,033,592

Program Service Revenue $0

Investment Income $18

Other Revenue $0

TOTAL REVENUE $1,033,610

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31

Other Expenses $46,679

TOTAL EXPENSES $46,679

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,033,610	N/A	N/A
Expenses	$46,679	N/A	N/A
Net Income	$986,931	N/A	N/A

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
David Schill	Director	2.00	Director	$0	$0	$0
Kimberly Bunn	Director	2.00	Director	$0	$0	$0
Lon Haines	Director	2.00	Director	$0	$0	$0
Joe Chiaccio	Director	2.00	Director	$0	$0	$0
Hunter Betz	Director	2.00	Director	$0	$0	$0
Julie Maravich	President	10.00	Officer	$0	$0	$0
Dorothy Guzzo	Vice PresidentTreasurer	10.00	Officer	$0	$0	$0
Lynne Brill	Secretary	5.00	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
2025	$1,033,610	$46,679	$1,064,838	$986,931

Saving Historic Moorestown Inc