SOCIETY FOR THE PRESERVATION OF NEW ENGL (EIN 042104937) - 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

1910

Legal Domicile

Principal Officer

VIN CIPOLLA

Phone

6179945900

Tax Period

2024-04-01 to 2025-03-31

SOCIETY FOR THE PRESERVATION OF NEW ENGL, founded in 1910, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $45.0M in total revenue in fiscal year 2024. Revenue surged 272% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27.0M, a strong 60% operating margin.

Mission

WE SAVE AND SHARE NEW ENGLAND'S PAST TO ENGAGE AND INFORM PRESENT AND FUTURE GENERATIONS.

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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 $11,180,228

Program Service Revenue $815,471

Investment Income $33,039,269

Other Revenue $-10,659

TOTAL REVENUE $45,024,309

Expense Breakdown

Grants Paid $59,739

Salaries & Benefits $10,444,254

Fundraising Expenses $1,278,578

Program Expenses $14,243,626

Other Expenses $7,500,844

TOTAL EXPENSES $18,004,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,024,309	$12,097,803	+2.7%
Expenses	$18,004,837	$16,753,811	+0.1%
Net Income	$27,019,472	$-4,656,008	-6.8%

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

376

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

$1,015,309

Total Directors

$720,448

Key Employees

$420,153

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIN CIPOLLA	PRESIDENT/CEO	40.00	Officer Director	$629,611	$90,837	$720,448
CHARLES FRIZZELL	SENIOR VP & COO	40.00	Officer	$115,069	$7,920	$122,989
NORA MARLOULIS	CAMPAIGN DIRECTOR	40.00	Key Emp	$200,449	$28,137	$228,586
JENNIFER KENT	VP FOR ADVANCEMENT	40.00	Key Emp	$175,372	$16,195	$191,567
WENDY E GUS	DIRECTOR OF FINANCE	40.00	Officer	$147,320	$24,552	$171,872
DAVID DWIGGINS	IT OFFICER	40.00	Highest	$142,774	$5,711	$148,485
DEBORAH L ALLINSON	CHAIR OF THE BOARD	2.00	Officer Director	$0	$0	$0
DAVID L FEIGENBAUM	FIRST VICE-CHAIR & CLERK	2.00	Officer Director	$0	$0	$0
GEORGE F FISKE JR	TREASURER	2.00	Officer Director	$0	$0	$0
GREGORY D LOMBARDI	SECOND VICE CHAIR	2.00	Officer Director	$0	$0	$0
NANCY B TOOKE	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
JOCOB ALBERT	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD C ALBRIGHT JR	TRUSTEE	2.00	Director	$0	$0	$0
AZADEH DJAZANI	TRUSTEE	2.00	Director	$0	$0	$0
WENDY L ECKER	TRUSTEE	2.00	Director	$0	$0	$0
EDWARD C FLECK	TRUSTEE	2.00	Director	$0	$0	$0
EDWARD F GERBER	TRUSTEE	2.00	Director	$0	$0	$0
JAMES F HUNNEWELL JR	TRUSTEE	2.00	Director	$0	$0	$0
JUDITH JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
LYDIA F KIMBALL	TRUSTEE	2.00	Director	$0	$0	$0
ALLEN B KOLKOWITZ	TRUSTEE	2.00	Director	$0	$0	$0
NANCY LAGASSE	TRUSTEE	2.00	Director	$0	$0	$0
SANDRA OURUSOFF MASSEY	TRUSTEE	2.00	Director	$0	$0	$0
KRISTIN L SERVISON	TRUSTEE	2.00	Director	$0	$0	$0
ANGIE SIMONDS	TRUSTEE	2.00	Director	$0	$0	$0
RUTH KENNEDY SUDDUTH	TRUSTEE	2.00	Director	$0	$0	$0
GENEVA S THORNDIKE	TRUSTEE	2.00	Director	$0	$0	$0
VERA TROJAN	TRUSTEE	2.00	Director	$0	$0	$0
ALAN W WONG	TRUSTEE	2.00	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
2025	$45,024,309	$18,004,837	$162,301,305	$27,019,472
2024	$12,097,803	$16,753,811	$160,750,271	$-4,656,008
2023	$22,168,585	$14,794,725	$148,075,165	$7,373,860
2022	$24,101,977	$16,333,190	$149,018,347	$7,768,787
2021	$22,279,503	$11,202,618	$154,963,761	$11,076,885
2020	$10,551,169	$12,234,520	$120,939,526	$-1,683,351
2019	$7,474,262	$12,683,214	$146,454,085	$-5,208,952
2018	$16,029,346	$11,632,521	$156,315,276	$4,396,825

SOCIETY FOR THE PRESERVATION OF NEW ENGL