HISTORICAL SOCIETY OF NEWBURGH BAY AND T (EIN 146026962) - 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

1884

Legal Domicile

Principal Officer

BARRY SCHUYLER CPA

Phone

8455612585

Tax Period

2023-09-01 to 2024-08-31

HISTORICAL SOCIETY OF NEWBURGH BAY AND T, founded in 1884, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $57K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $69K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PRESERVE THE HISTORY OF THE GREATER NEWBURGH AREA BY PROMOTING AN APPRECIATION OF THE REGION'S UNIQUE ATTRIBUTES AND PROTECTING ITS ARCHITECTURAL AND HISTORIC VALUE

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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 $30,689

Program Service Revenue $25,278

Investment Income $1,503

Other Revenue $0

TOTAL REVENUE $57,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,773

Other Expenses $69,299

TOTAL EXPENSES $69,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,470	$73,603	-0.2%
Expenses	$69,299	$58,797	+0.2%
Net Income	$-11,829	$14,806	-1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
SAMANTHA WILEY	PRESIDENT	Officer Director	$0	$0	$0
MARY MCTAMANEY	SECRETARY	Officer Director	$0	$0	$0
STEVEN BALTSAS	VICE PRESIDENT	Officer Director	$0	$0	$0
LOUISE FERN	DIRECTOR	Director	$0	$0	$0
GAYLE CLARK FEDIGAN	DIRECTOR	Director	$0	$0	$0
DAVID FEKISHAZY	DIRECTOR	Director	$0	$0	$0
CARSON CARTER	DIRECTOR	Director	$0	$0	$0
ALAN AXELROD	DIRECTOR	Director	$0	$0	$0
ROY R SPELLS	DIRECTOR	Director	$0	$0	$0
BARRY SCHUYLER CPA	TREASURER	Officer 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
2024	$57,470	$69,299	$707,887	$-11,829
2023	$73,603	$58,797	$719,716	$14,806
2022	$70,509	$46,351	$704,973	$24,158
2021	$47,601	$72,096	$682,321	$-24,495
2020	$48,209	$49,809	$686,510	$-1,600
2019	$56,621	$62,286	$676,971	$-5,665

HISTORICAL SOCIETY OF NEWBURGH BAY AND T