Swift River Valley Historical Society Inc (EIN 042401354) - 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

1938

Legal Domicile

Principal Officer

Jane Peirce

Phone

9785442681

Tax Period

2023-01-01 to 2023-12-31

Swift River Valley Historical Society Inc, founded in 1938, is a micro nonprofit that reported $67K in total revenue in fiscal year 2023. Expenses of $61K left a modest 9% surplus.

Mission

Preserve and share history of Swift River Valley

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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 $46,000

Program Service Revenue $0

Investment Income $20,705

Other Revenue $448

TOTAL REVENUE $67,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,501

Fundraising Expenses $0

Program Expenses $3,076

Other Expenses $41,892

TOTAL EXPENSES $61,393

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,153	$65,531	+0.0%
Expenses	$61,393	$46,756	+0.3%
Net Income	$5,760	$18,775	-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

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
Judith McIntosh	President	20.00	Director	$0	$0	$0
Fred Heyes	Vice President	2.00	Director	$0	$0	$0
Jane Peirce	Treasurer	4.00	Director	$0	$0	$0
Elena Palladino	Secretary	4.00	Director	$0	$0	$0
Betty Sue Pratt	Historian	2.00	Director	$0	$0	$0
Dorothy A Frye	Bookkeeper	20.00	Highest	$17,917	$0	$17,917
David Frye	Director	2.00	Director	$0	$0	$0
Elizabeth Peirce	Director	2.00	Director	$0	$0	$0
Shelley Small	Director	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
2024	No data	No data	No data	No data
2023	$67,153	$61,393	$513,069	$5,760
2022	$65,531	$46,756	$505,013	$18,775

Swift River Valley Historical Society Inc