THE HISTORICAL SOCIETY OF ROCKLAND (EIN 132805338) - 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

1965

Legal Domicile

Phone

8456380324

Tax Period

2023-04-01 to 2024-03-31

THE HISTORICAL SOCIETY OF ROCKLAND, founded in 1965, is a small nonprofit that reported $186K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $298K exceeded revenue, resulting in a 60% operating deficit.

Mission

The Historical Society of Rockland County is a museum and educational organization dedicated to engaging diverse audiences in a dynamic dialogue about the rich historical heritage of the county.

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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 $96,206

Program Service Revenue $612

Investment Income $79,601

Other Revenue $9,241

TOTAL REVENUE $185,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,789

Fundraising Expenses $21,815

Program Expenses $229,261

Other Expenses $184,149

TOTAL EXPENSES $297,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$185,660	$224,390	-0.2%
Expenses	$297,938	$304,507	0.0%
Net Income	$-112,278	$-80,117	+0.4%

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

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
Thom Kleiner	Trustee	2.00	Director	$0	$0	$0
LEA WOLINETZ	Trustee	1.00	Director	$0	$0	$0
ANTHONY BENEDICT	Trustee	2.00	Director	$0	$0	$0
JUDGE VICTOR ALFIERI	Trustee	2.00	Director	$0	$0	$0
Jennifer Lorenzo	Trustee	2.00	Director	$0	$0	$0
DAN GARCIA	Trustee	2.00	Director	$0	$0	$0
ANDREW GLIKIN-GUSINSKY	Vice President	2.00	Officer Director	$0	$0	$0
Sue Ferreri	Treasurer	5.00	Officer Director	$0	$0	$0
JENNIFER ROTHSCHILD	Secretary	5.00	Officer Director	$0	$0	$0
STEPHEN N BECKERLE	Vice President	2.00	Officer Director	$0	$0	$0
VERONICA DeMEO BOESCH	President	15.00	Officer Director	$0	$0	$0
JOSEPH R HOLLAND III	Trustee	1.00	Director	$0	$0	$0
JANET ORAVEC	Trustee	2.00	Director	$0	$0	$0
SUSAN DEEKS	EXECUTIVE DIRECTOR	30.00		$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	$185,660	$297,938	$4,130,756	$-112,278
2023	$224,390	$304,507	$3,889,197	$-80,117
2022	$223,663	$285,958	$4,265,860	$-62,295
2021	$284,469	$263,248	$4,259,108	$21,221
2020	$192,538	$287,708	$3,440,522	$-95,170
2019	$255,163	$314,999	$3,724,283	$-59,836

THE HISTORICAL SOCIETY OF ROCKLAND