Sippican Womans Club of Marion Mass (EIN 043370241) - 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

1923

Legal Domicile

Principal Officer

Tara Calabrese

Phone

5087481154

Tax Period

2024-04-01 to 2025-03-31

Sippican Womans Club of Marion Mass, founded in 1923, is a micro nonprofit in the Education sector that reported $45K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $43K left a modest 5% surplus.

Mission

Social, Educational & Humanitarian

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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 $1,504

Program Service Revenue $2,100

Investment Income $2,451

Other Revenue $38,918

TOTAL REVENUE $44,973

Expense Breakdown

Grants Paid $24,635

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,188

Other Expenses $18,188

TOTAL EXPENSES $42,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,973	$29,641	+0.5%
Expenses	$42,823	$27,617	+0.6%
Net Income	$2,150	$2,024	+0.1%

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

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	Role	Reportable Comp	Other Comp	Total
Mary Jane Wheeler	Director	Director	$0	$0	$0
Jeanne Bruen	Director	Director	$0	$0	$0
Eileen Merlino	Director	Director	$0	$0	$0
Ellen Johnston	Director	Director	$0	$0	$0
Bunny Mogilnicki	Director	Director	$0	$0	$0
Deborah Bush	Director	Director	$0	$0	$0
Janet Reinhart	Director	Director	$0	$0	$0
Priscilla Bradley	President	Officer	$0	$0	$0
Janet Wallace	Vice President	Officer	$0	$0	$0
Mary Verni	Vice President	Officer	$0	$0	$0
Tara Calabrese	Vice President	Officer	$0	$0	$0
Lee Williamson	Treasurer	Officer	$0	$0	$0
Joanne Petrie	Treasurer	Officer	$0	$0	$0
Lorrie Morton	Secretary	Officer	$0	$0	$0
Kathleen Tibbets	President	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	No data	No data	No data	No data
2025	$44,973	$42,823	$550,476	$2,150
2024	$29,641	$27,617	$551,275	$2,024
2023	$16,422	$24,967	$543,382	$-8,545
2022	$16,810	$29,975	$551,926	$-13,165
2021	$25,231	$22,728	$565,091	$2,503
2020	$31,362	$27,155	$562,588	$4,207
2019	$30,079	$30,602	$558,379	$-523

Sippican Womans Club of Marion Mass