NEWPORT HISTORICAL SOCIETY

EIN: 050264532 501(c)(3) Arts, Culture & Humanities

NEWPORT, RI

Total Revenue
$2,772,769
Total Expenses
$1,404,021
Total Assets
$8,245,309
Net Assets
$8,182,889
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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
1854
Legal Domicile
RI
Principal Officer
REBECCA BERTRAND
Phone
4018460813
Tax Period
2023-01-01 to 2023-12-31

NEWPORT HISTORICAL SOCIETY, founded in 1854, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 159% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 49% operating margin.

Mission

TO PRESERVE THE HISTORY OF NEWPORT COUNTY- MAINTAIN HISTORIC COLLECTIONS- PROVIDE QUALITY EDUCATIONAL PROGRAMS

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $942,581
Program Service Revenue $192,061
Investment Income $1,536,236
Other Revenue $101,891
TOTAL REVENUE $2,772,769

Expense Breakdown

Grants Paid $0
Salaries & Benefits $809,351
Fundraising Expenses $3,488
Program Expenses $979,830
Other Expenses $594,670
TOTAL EXPENSES $1,404,021

Year-over-Year Comparison

2023 2022 Change
Revenue $2,772,769 $1,072,487 +1.6%
Expenses $1,404,021 $1,444,648 0.0%
Net Income $1,368,748 $-372,161 -4.7%
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

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Governance

Voting Members
16
Independent Members
16
Employees
37
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
6
$154,659
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAM KELLEY BOARD MEMBER 2.00
Director
$0 $0 $0
NANCY CUSHING EVANS BOARD MEMBER 2.00
Director
$0 $0 $0
JOANNA BAKER DE NEUFVILLE BOARD MEMBER 2.00
Director
$0 $0 $0
ANNE HAMILTON SECRETARY 2.00
Officer Director
$0 $0 $0
HARRIET HARRIS BOARD MEMBER 2.00
Director
$0 $0 $0
NANCY BRICKLEY BOARD MEMBER 2.00
Director
$0 $0 $0
ELIZABETH LEATHERMAN BOARD MEMBER 2.00
Director
$0 $0 $0
PAUL MCGREEVY PRESIDENT 2.00
Officer Director
$0 $0 $0
DOUGLAS NEWHOUSE TREASURER 2.00
Officer Director
$0 $0 $0
DIANA PEARSON BOARD MEMBER 2.00
Director
$0 $0 $0
DWIGHT SIPPRELLE SECOND VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
AKEIA DE BARROS GOMES BOARD MEMBER 2.00
Director
$0 $0 $0
STEPHEN HUTTLER BOARD MEMBER 2.00
Director
$0 $0 $0
LISA STUART BOARD MEMBER 2.00
Director
$0 $0 $0
THOMAS GODDARD PRESIDENT EMERITUS 2.00
Officer Director
$0 $0 $0
WENDY DAVIS BOARD MEMBER 2.00
Director
$0 $0 $0
REBECCA BERTRAND EXECUTIVE DIRECTOR 60.00
Officer
$149,181 $5,478 $154,659
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 $2,772,769 $1,404,021 $8,245,309 $1,368,748
2022 $1,072,487 $1,444,648 $8,024,906 $-372,161
2021 $1,665,951 $1,292,951 $9,362,707 $373,000
2020 $1,219,935 $1,119,195 $8,688,851 $100,740
2018 $1,667,050 $1,337,910 $7,487,097 $329,140
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