THE TEWKSBURY HISTORICAL SOCIETY (EIN 223149024) - 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

1992

Legal Domicile

Principal Officer

DAVID PETERSON

Phone

9088326734

Tax Period

2025-01-01 to 2025-12-31

THE TEWKSBURY HISTORICAL SOCIETY, founded in 1992, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $83K in total revenue in fiscal year 2025. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 72% operating margin.

Mission

Research, preservation and dissemination of the history of the Township of Tewksbury, Hunterdon County, State of New Jersey.

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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 (2025)

Revenue Breakdown

Contributions & Grants $47,012

Program Service Revenue $0

Investment Income $3,086

Other Revenue $32,475

TOTAL REVENUE $82,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,280

Other Expenses $22,991

TOTAL EXPENSES $22,991

Year-over-Year Comparison

	2025	2024	Change
Revenue	$82,573	$40,531	+1.0%
Expenses	$22,991	$28,366	-0.2%
Net Income	$59,582	$12,165	+3.9%

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
SHAUN VAN DOREN	PRESIDENT	5.00	Officer	$0	$0	$0
JOAN UMHOLTZ	VICE PRESIDENT	3.00	Officer	$0	$0	$0
ALICE WALTERS	SECRETARY	3.00	Officer	$0	$0	$0
DAVID PETERSON	TREASURER	3.00	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	$82,573	$22,991	$1,147,524	$59,582
2024	$40,531	$28,366	$1,107,548	$12,165
2023	$413,567	$40,523	$1,107,931	$373,044
2022	$35,429	$23,290	$1,096,404	$12,139
2021	$64,841	$13,416	$731,149	$51,425
2020	$10,471	$9,103	$683,585	$1,368
2019	$58,699	$22,566	$685,851	$36,133
2018	$45,638	$16,656	$519,948	$28,982

THE TEWKSBURY HISTORICAL SOCIETY