HISTORICAL SOCIETY OF MOORESTOWN

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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

1969

Legal Domicile

Principal Officer

CATHERINE HARTLEY

Phone

8562350353

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL SOCIETY OF MOORESTOWN, founded in 1969, is a micro nonprofit that reported $99K in total revenue in fiscal year 2024. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 22% operating margin.

Mission

To preserve and teach the history of the township of Moorestown and Burlington County, to maintain the historical headquarters of the organization located at 12 High St, including artifacts, documents, maps, and other significant items.

Program Service Accomplishments

Program 1

Expenses: $77,019 Revenue: $37,226

To preserve and teach the history of the township of Moorestown and Burlington County, to maintain the historical headquarters of the organization located at 12 High St, including artifacts...

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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 $42,064

Program Service Revenue $37,226

Investment Income $19,294

Other Revenue $689

TOTAL REVENUE $99,273

Expense Breakdown

Grants Paid $850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,019

Other Expenses $76,169

TOTAL EXPENSES $77,019

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,273	$46,247	+1.1%
Expenses	$77,019	$71,901	+0.1%
Net Income	$22,254	$-25,654	-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

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
Lenny Wagner	President	1.0	Officer Director	$0	$0	$0
Linda Vizi	Vice President	1.0	Officer Director	$0	$0	$0
Catherine Hartley	Treasurer	1.0	Officer Director	$0	$0	$0
Jill Weiss	Corresponding Secretary	1.0	Officer Director	$0	$0	$0
Liz Rosenthal	Recording Secretary	1.0	Officer Director	$0	$0	$0
Mary Berardi	Trustee	1.0	Director	$0	$0	$0
Josh Bernstein	Trustee	1.0	Director	$0	$0	$0
Hunter Betz	Trustee	1.0	Director	$0	$0	$0
Paul Canton	Trustee	1.0	Director	$0	$0	$0
Nancy Chumney	Trustee	1.0	Director	$0	$0	$0
Mickey DiCamillo	Trustee	1.0	Director	$0	$0	$0
Gary Ell	Trustee	1.0	Director	$0	$0	$0
Stephanie Herz	Trustee	1.0	Director	$0	$0	$0
Lisa Knell	Trustee	1.0	Director	$0	$0	$0
Kevin Kramarski	Trustee (eff. 9/24)	1.0	Director	$0	$0	$0
Julia Maravich	Trustee	1.0	Director	$0	$0	$0
Anne Matlack	Trustee	1.0	Director	$0	$0	$0
Danielle Thomas	Trustee (eff. 11/24)	1.0	Director	$0	$0	$0
John Watson	Trustee	1.0	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	$99,273	$77,019	$481,270	$22,254
2023	$46,247	$71,901	$431,752	$-25,654
2022	$56,288	$50,431	$422,907	$5,857
2021	$31,635	$28,227	$501,485	$3,408