NEW ENGLAND ELECTRIC RAILWAY HISTORICAL SOCIETY (EIN 010244457) - 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

1941

Legal Domicile

Principal Officer

KATIE ORLANDO

Phone

2079672800

Tax Period

2023-01-01 to 2023-12-31

NEW ENGLAND ELECTRIC RAILWAY HISTORICAL SOCIETY, founded in 1941, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $580K, a strong 34% operating margin.

Mission

SEE MISSION STATEMENT.

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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 $1,069,896

Program Service Revenue $197,385

Investment Income $176,949

Other Revenue $237,708

TOTAL REVENUE $1,681,938

Expense Breakdown

Grants Paid $0

Salaries & Benefits $623,355

Fundraising Expenses $5,536

Program Expenses $834,148

Other Expenses $478,905

TOTAL EXPENSES $1,102,260

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,681,938	$3,138,285	-0.5%
Expenses	$1,102,260	$1,140,437	0.0%
Net Income	$579,678	$1,997,848	-0.7%

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

Volunteers

450

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

$101,585

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES D SCHANTZ	TRUSTEE/PRESIDENT/CEO	25.00	Officer Director	$0	$0	$0
PETER WILSON	TRUSTEE	2.00	Director	$0	$0	$0
JAMES VAN BOKKELEN	TRUSTEE/VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT DRYE	TRUSTEE/CHAIRMAN	2.00	Officer Director	$0	$0	$0
BROOKE HUBNER	TRUSTEE	2.00	Director	$0	$0	$0
DAVID KORNECHUK	TRUSTEE	2.00	Director	$0	$0	$0
CHELSEA MILLER	TRUSTEE	2.00	Director	$0	$0	$0
PHIL TSIHLIS	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES R SULLIVAN	TREASURER	2.00	Officer Director	$0	$0	$0
KAREN DOOKS	TRUSTEE	2.00	Director	$0	$0	$0
FREDERICK J MALONEY	TRUSTEE	2.00	Director	$0	$0	$0
DANIEL VARDARO	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT BROSSEAU	TRUSTEE	2.00	Director	$0	$0	$0
KATIE ORLANDO	EXECUTIVE DIRECTOR	55.00	Officer	$101,585	$0	$101,585

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	$1,681,938	$1,102,260	$10,980,223	$579,678
2022	$3,138,285	$1,140,437	$10,272,225	$1,997,848
2021	$3,104,228	$1,044,230	$8,628,809	$2,059,998
2020	$853,815	$915,683	$6,251,024	$-61,868
2019	$1,964,360	$873,109	$6,049,280	$1,091,251
2018	$1,151,947	$720,765	$4,687,721	$431,182

NEW ENGLAND ELECTRIC RAILWAY HISTORICAL SOCIETY