NEWTON HISTORICAL SOCIETY INC

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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

1978

Legal Domicile

Principal Officer

LISA DADY

Phone

6177961450

Tax Period

2024-07-01 to 2025-06-30

NEWTON HISTORICAL SOCIETY INC, founded in 1978, is a small nonprofit that reported $596K in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. Expenses of $520K left a modest 13% surplus.

Mission

HISTORIC NEWTON CONNECTS OUR COMMUNITY WITH ITS HISTORY IN ORDER TO ENRICH FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $346,293 Revenue: $53,874

HISTORIC NEWTON INSPIRES DISCOVERY AND ENGAGEMENT BY ILLUMINATING OUR COMMUNITY'S STORIES WITHIN THE CONTEXT OF AMERICAN HISTORY. THE ORGANIZATION CONDUCTS EDUCATIONAL PROGRAMS, HOSTS SPECIAL EVENTS, AND ENCOURAGES THE PUBLIC TO VISIT EXHIBITIONS AND ENGAGE WITH PUBLIC PROGRAMS. THE ORGANIZATION CARRIES OUT ITS MISSION USING THE 1809 JACKSON HOMESTEAD MUSEUM AND THE 1734 DURANT-KENRICK HOUSE AND GROUNDS.

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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 $421,119

Program Service Revenue $53,874

Investment Income $106,475

Other Revenue $14,394

TOTAL REVENUE $595,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $273,870

Fundraising Expenses $113,951

Program Expenses $346,293

Other Expenses $246,495

TOTAL EXPENSES $520,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$595,862	$287,290	+1.1%
Expenses	$520,365	$449,788	+0.2%
Net Income	$75,497	$-162,498	-1.5%

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

140

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
BONNIE CLENDENNING	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE CUCCURULLO	PRESIDENT	2.00	Officer Director	$0	$0	$0
PETER DIMOND	DIRECTOR	2.00	Director	$0	$0	$0
LAUREL FARNSWORTH	DIRECTOR	2.00	Director	$0	$0	$0
LAURA FITZMAURICE	DIRECTOR	2.00	Director	$0	$0	$0
SHAWNA GIGGEY-MASHAL	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN HEYMAN	DIRECTOR	2.00	Director	$0	$0	$0
SARAH KISH	DIRECTOR	2.00	Director	$0	$0	$0
ELLEN KLAPPER	DIRECTOR	2.00	Director	$0	$0	$0
ANNE LARNER	DIRECTOR	2.00	Director	$0	$0	$0
STELLA LEE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ROGER LEHRBERG	NHS BOARD DI	2.00	Director	$0	$0	$0
DALIA LINSSEN	DIRECTOR	2.00	Director	$0	$0	$0
BROOKE LIPSITT	CLERK	2.00	Officer Director	$0	$0	$0
LISONG LIU	DIRECTOR	2.00	Director	$0	$0	$0
MARIETTA MARCHITELLI	DIRECTOR	2.00	Director	$0	$0	$0
LOUIS MARCUS	DIRECTOR	2.00	Director	$0	$0	$0
FREDERICK MILLER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MORGANTI	TREASURER	2.00	Officer Director	$0	$0	$0
JEAN NOTIS-MCCONARTY	DIRECTOR	2.00	Director	$0	$0	$0
LAURIE PALEPU	DIRECTOR	2.00	Director	$0	$0	$0
STEVE SNIDER	DIRECTOR	2.00	Director	$0	$0	$0
AMANDA STAUFFER-PARK	DIRECTOR	2.00	Director	$0	$0	$0
ROYSIN YOUNKIN	DIRECTOR	2.00	Director	$0	$0	$0
LISA DADY	EXECUTIVE DI	40.00	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	$595,862	$520,365	$3,649,207	$75,497
2024	$287,290	$449,788	$3,222,501	$-162,498
2023	$419,769	$455,405	$3,064,834	$-35,636
2022	$645,331	$388,572	$2,994,871	$256,759
2021	$316,713	$390,906	$3,604,424	$-74,193
2020	$313,345	$412,704	$2,944,787	$-99,359
2019	$296,013	$397,004	$2,972,031	$-100,991
2018	$461,248	$379,954	$3,048,720	$81,294