THE WARD MELVILLE HERITAGE ORGANIZATION LTD (EIN 112440592) - 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

1939

Legal Domicile

Principal Officer

gloria d rocchio

Phone

6317512244

Tax Period

2023-07-01 to 2024-06-30

THE WARD MELVILLE HERITAGE ORGANIZATION LTD, founded in 1939, is a small nonprofit in the Arts, Culture & Humanities sector that reported $402K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 224% operating deficit.

Mission

THE ORGANIZATION DEVELOPS AND FOSTERS COMMUNITY ENRICHMENT THROUGH EDUCATIONAL AND CULTURAL PROGRAMS AT ITS HISTORIC AND NATURAL RESOURCE PROPERTIES.

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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 $293,523

Program Service Revenue $61,113

Investment Income $5,694

Other Revenue $41,455

TOTAL REVENUE $401,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $103,558

Program Expenses $1,046,725

Other Expenses $1,303,079

TOTAL EXPENSES $1,303,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$401,785	$332,876	+0.2%
Expenses	$1,303,079	$1,003,346	+0.3%
Net Income	$-901,294	$-670,470	+0.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD J GUTLEBER ESQ	Vice Chairman	1.00	Officer Director	$0	$0	$0
LAURA HUANG-ERNST	Trustee	1.00	Director	$0	$0	$0
KATHLEEN MICH	Treasurer	1.00	Officer Director	$0	$0	$0
JAMES MURDOCCO	Trustee	1.00	Director	$0	$0	$0
CHARLES NAPOLI	Trustee	1.00	Director	$0	$0	$0
DANIEL ROWE	Secretary	1.00	Officer Director	$0	$0	$0
DR RICHARD RUGEN	Chairman	1.00	Officer Director	$0	$0	$0
MARY VAN TUYL	Trustee	1.00	Director	$0	$0	$0
GRAHAM SCAIFE	Trustee	1.00	Director	$0	$0	$0
CHRIS RICHEY	Trustee	1.00	Director	$0	$0	$0
ANDY SKITMORE	Trustee	1.00	Director	$0	$0	$0
CHARLES LOHMANN	Trustee	1.00	Director	$0	$0	$0
GLORIA D ROCCHIO	President	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	No data	No data	No data	No data
2024	$401,785	$1,303,079	$3,201,224	$-901,294
2023	$332,876	$1,003,346	$3,145,156	$-670,470
2022	$793,489	$770,919	$2,939,924	$22,570
2021	$502,554	$660,964	$12,158,905	$-158,410
2020	$598,942	$1,326,283	$9,517,811	$-727,341
2019	$580,700	$1,475,044	$7,437,530	$-894,344
2018	$702,703	$1,283,326	$7,003,318	$-580,623

THE WARD MELVILLE HERITAGE ORGANIZATION LTD