HISTORICAL SOCIETY OF THE TOWN OF WARWICK (EIN 146022750) - 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

1915

Legal Domicile

Principal Officer

Kimberly Lukas

Phone

8459863236

Tax Period

2024-07-01 to 2025-06-30

HISTORICAL SOCIETY OF THE TOWN OF WARWICK, founded in 1915, is a small nonprofit in the Arts, Culture & Humanities sector that reported $399K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $144K, a strong 36% operating margin.

Mission

Preserving, Sharing and Celebrating History of the Town of Warwick

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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 $327,893

Program Service Revenue $0

Investment Income $2,764

Other Revenue $68,158

TOTAL REVENUE $398,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,590

Fundraising Expenses $0

Program Expenses $225,041

Other Expenses $161,889

TOTAL EXPENSES $254,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$398,815	$223,193	+0.8%
Expenses	$254,479	$320,985	-0.2%
Net Income	$144,336	$-97,792	-2.5%

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

$59,039

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Sloan	Executive Dir.	40.00	Director	$59,039	$0	$59,039
Jacob Tuckfelt	Trustee	3.00	Director	$0	$0	$0
Mary Collura	Vice President	3.00	Officer Director	$0	$0	$0
Jennifer DiCostanzo	Trustee	0.00	Director	$0	$0	$0
Christine Stage	Trustee	0.00	Director	$0	$0	$0
Kimberly Lukas	Treasurer	5.00	Officer Director	$0	$0	$0
Colleen Tyler	Trustee	0.00	Director	$0	$0	$0
Michael Bertolini	Trustee	3.00	Director	$0	$0	$0
Jennifer O'Connor	Trustee	3.00	Director	$0	$0	$0
John Ellis	Recording Secr	5.00	Officer Director	$0	$0	$0
CHristopher Webb	Trustee	0.00	Director	$0	$0	$0
Corrine Iurato	President	10.00	Officer Director	$0	$0	$0
Rich Leo	Trustee	3.00	Director	$0	$0	$0
Chris Olert	Trustee	3.00	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	$398,815	$254,479	$2,636,176	$144,336
2024	$223,193	$320,985	$2,489,291	$-97,792
2023	$204,052	$271,063	$2,589,415	$-67,011
2022	$293,635	$243,260	$2,656,035	$50,375
2021	$242,722	$211,858	$2,621,691	$30,864
2020	$203,199	$190,502	$2,592,267	$12,697
2019	$240,698	$182,648	$2,554,843	$58,050

HISTORICAL SOCIETY OF THE TOWN OF WARWICK