NEEDHAM HISTORICAL SOCIETY INC (EIN 042625310) - 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

1915

Legal Domicile

Principal Officer

PAUL SIEGENTHALER

Phone

7814558860

Tax Period

2023-01-01 to 2023-12-31

NEEDHAM HISTORICAL SOCIETY INC, founded in 1915, is a small nonprofit in the Arts, Culture & Humanities sector that reported $184K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Net assets of $3.3M represent 215 months of operating reserves.

Mission

The Needham Historical Society (d/b/a Needham History Center & Museum) is a local non-profit whose mission is to engage and educate the community about the history of the town and its people, and to preserve the treasures of Needham's past. We connect people with history to provide a vital link to the past and context for understanding current issues.

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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 $94,832

Program Service Revenue $0

Investment Income $70,431

Other Revenue $18,623

TOTAL REVENUE $183,886

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,853

Fundraising Expenses $2,679

Program Expenses $189,988

Other Expenses $111,039

TOTAL EXPENSES $194,892

Year-over-Year Comparison

	2023	2022	Change
Revenue	$183,886	$202,771	-0.1%
Expenses	$194,892	$147,462	+0.3%
Net Income	$-11,006	$55,309	-1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG GERTH	DIRECTOR	0.50	Director	$0	$0	$0
BILL MAHONEY	DIRECTOR	0.50	Director	$0	$0	$0
TOM HARKINS	DIRECTOR	0.50	Director	$0	$0	$0
MARK GLUESING	DIRECTOR	0.50	Director	$0	$0	$0
SALLY TORAN	DIRECTOR	0.50	Director	$0	$0	$0
PAULA CAPUTO	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN KEANE	DIRECTOR	0.50	Director	$0	$0	$0
LORRI LOFVERS	DIRECTOR	0.50	Director	$0	$0	$0
FABIENNE MADSEN	DIRECTOR	0.50	Director	$0	$0	$0
JIM MAHONEY	DIRECTOR	0.50	Director	$0	$0	$0
PAUL DEELEY	DIRECTOR	0.50	Director	$0	$0	$0
MOE HANDEL	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD DAVIS	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN WELBY	DIRECTOR	0.50	Director	$0	$0	$0
COLLEEN SCHALLER	PAST PRESIDENT	0.50	Director	$0	$0	$0
ELLEN BARNES	DIRECTOR	0.50	Director	$0	$0	$0
MARC MANDEL	DIRECTOR	0.50	Director	$0	$0	$0
POLLY ATTRIDGE	DIRECTOR	0.50	Director	$0	$0	$0
KEITH LAFACE	DIRECTOR	0.50	Director	$0	$0	$0
MIKE RYAN	DIRECTOR	0.50	Director	$0	$0	$0
N/A	TRUSTEE	0.10		$0	$0	$0
N/A	TRUSTEE	0.10		$0	$0	$0
N/A	TRUSTEE	0.10		$0	$0	$0
STEVE MOCK	PRESIDENT	1.00	Officer	$0	$0	$0
STEVEN SAUTER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
PAUL SIEGENTHALER	TREASURER	2.00	Officer	$0	$0	$0
KATHY D'ADDESSIO	SECRETARY	1.00	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
2024	No data	No data	No data	No data
2023	$183,886	$194,892	$3,295,736	$-11,006
2022	$202,771	$147,462	$3,209,075	$55,309
2021	$159,889	$142,002	$3,431,609	$17,887
2020	$125,386	$129,568	$3,291,321	$-4,182
2019	$131,703	$147,705	$3,215,522	$-16,002
2018	$224,319	$171,706	$3,096,939	$52,613

NEEDHAM HISTORICAL SOCIETY INC