Newstead Historical Society

EIN: 161118504 501(c)(3)

Akron, NY

Total Revenue
$52,840
Total Expenses
$25,507
Total Assets
$853,725
Net Assets
$853,725
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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
1960
Legal Domicile
NY
Principal Officer
Patricia Pearce
Tax Period
2023-01-01 to 2023-12-31

Newstead Historical Society, founded in 1960, is a micro nonprofit that reported $53K in total revenue in fiscal year 2023. The organization ran a surplus of $27K, a strong 52% operating margin.

Mission

Historical Preservation and Restoration

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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 $35,701
Program Service Revenue $5,450
Investment Income $1,576
Other Revenue $10,113
TOTAL REVENUE $52,840

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $24,252
Other Expenses $25,507
TOTAL EXPENSES $25,507

Year-over-Year Comparison

2023 2022 Change
Revenue $52,840 $52,779 +0.0%
Expenses $25,507 $81,714 -0.7%
Net Income $27,333 $-28,935 -1.9%
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
14
Independent Members
14
Employees
N/A
Volunteers
14

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Roxanne Rebmann Recording Secretary 1.00
Officer
$0 $0 $0
Adam Burg President 7.00
Officer
$0 $0 $0
Patricia Pearce Treasurer 2.00
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 No data No data No data No data
2023 $52,840 $25,507 $853,725 $27,333
2022 $52,779 $81,714 $819,457 $-28,935
2021 $105,528 $70,209 $863,584 $35,319
2020 $37,270 $34,309 $824,351 $2,961
2019 $45,967 $62,213 $817,158 $-16,246
2018 $59,364 $59,313 $828,755 $51
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