SOUTHWICK HISTORICAL SOCIETY (EIN 042760309) - 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

1975

Legal Domicile

Principal Officer

LINDA WONSON-SCHOMER

Tax Period

2023-06-01 to 2024-05-31

SOUTHWICK HISTORICAL SOCIETY, founded in 1975, is a micro nonprofit that reported $14K in total revenue in fiscal year 2023. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $27K exceeded revenue, resulting in a 92% operating deficit.

Mission

Historical preservation and promotion of interest in places and objects of historical value to the Town of Southwick, Massachusetts and the collection and preservation of said objects.

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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 $4,117

Program Service Revenue $0

Investment Income $0

Other Revenue $9,861

TOTAL REVENUE $13,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $55

Program Expenses $14,632

Other Expenses $26,831

TOTAL EXPENSES $26,831

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,978	$73,558	-0.8%
Expenses	$26,831	$43,766	-0.4%
Net Income	$-12,853	$29,792	-1.4%

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

N/A

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
SANDRA JABLONSKI	DIRECTOR	2.00	Director	$0	$0	$0
CAROLE OLSEN	DIRECTOR	2.00	Director	$0	$0	$0
DORI NEUWIRTH	DIRECTOR	5.00	Director	$0	$0	$0
CHARLENE GOODWIN	DIRECTOR	2.00	Director	$0	$0	$0
MARCUS PHELPS	DIRECTOR	2.00	Director	$0	$0	$0
DENISE MULDREW	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDA WONSON-SCHOMER	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARON OLSON	SECRETARY	5.00	Officer Director	$0	$0	$0
LEE D HAMBERG	ARCHIVIST	5.00	Officer Director	$0	$0	$0
PATRICIA ODIORNE	TREASURER	5.00	Officer 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	No data	No data	No data	No data
2024	$13,978	$26,831	$525,993	$-12,853
2023	$73,558	$43,766	$538,846	$29,792
2022	$28,958	$22,095	$533,053	$6,863
2021	$25,743	$25,081	$541,252	$662
2020	$38,869	$23,311	$524,232	$15,558
2019	$14,470	$12,118	$534,835	$2,352

SOUTHWICK HISTORICAL SOCIETY