Newtown Historical Association (EIN 231676660) - 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

1964

Legal Domicile

Principal Officer

Lori Michelin

Phone

2159684004

Tax Period

2024-04-01 to 2025-03-31

Newtown Historical Association, founded in 1964, is a small nonprofit that reported $119K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $46K, a strong 39% operating margin.

Mission

Stimulate interest in the history of Newtown, PA by gathering preserving and displaying documents, relics and other objects of historical interest for the general public to view and share interests.

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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 $54,697

Program Service Revenue $0

Investment Income $20,122

Other Revenue $44,357

TOTAL REVENUE $119,176

Expense Breakdown

Grants Paid $10,990

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,707

Other Expenses $62,088

TOTAL EXPENSES $73,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,176	$106,881	+0.1%
Expenses	$73,078	$112,394	-0.3%
Net Income	$46,098	$-5,513	-9.4%

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
Dan Griffin	President	4.00	Officer	$0	$0	$0
Brian Rounsavill	1st Vice President	2.00	Officer	$0	$0	$0
Richard Speranza	2nd Vice President	2.00	Officer	$0	$0	$0
Mary Jo Garner	Recording Secretary	2.00	Officer	$0	$0	$0
Caroline Bennett	Corresponding Secretary	2.00	Officer	$0	$0	$0
Lori Michelin	Treasurer	4.00	Officer	$0	$0	$0
Tim Potero	Parliamentarian	2.00	Officer	$0	$0	$0
Keyna Crawford	Director	1.00	Director	$0	$0	$0
Paul Gouza	Director	1.00	Director	$0	$0	$0
Betsey King	Director	1.00	Director	$0	$0	$0
Jeff Marshall	Director	1.00	Director	$0	$0	$0
Geno Peruzzi	Director	1.00	Director	$0	$0	$0
Amy Smith	Director	1.00	Director	$0	$0	$0
Richard Speranza	Director	1.00	Director	$0	$0	$0
Gina Tognini	Director	1.00	Director	$0	$0	$0
Susan Thompson	Director	1.00	Director	$0	$0	$0
David Walton	Director	1.00	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	$119,176	$73,078	$1,208,277	$46,098
2024	$106,881	$112,394	$1,162,179	$-5,513
2023	$113,361	$102,657	$1,167,692	$10,704
2022	$133,498	$100,058	$1,154,120	$33,440
2021	$76,386	$73,488	$1,120,680	$2,898
2020	$206,353	$92,533	$1,114,322	$113,820
2019	$176,650	$101,596	$1,367,176	$75,054

Newtown Historical Association