BERWICK HISTORICAL SOCIETY (EIN 232019266) - 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

1940

Legal Domicile

Principal Officer

JOE CAPPELLONI

Phone

5707598020

Tax Period

2023-04-01 to 2024-03-31

BERWICK HISTORICAL SOCIETY, founded in 1940, is a small nonprofit in the Arts, Culture & Humanities sector that reported $273K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 23% operating margin.

Mission

IDENTIFY AND ENCOURAGE THE PRESERVATION OF HISTORICAL SITES AND BUILDINGS; TO COLLECT RECORDS, DOCUMENTS AND ARTIFACTS THAT PERTAIN TO THE HISTORY OF THE BERWICK, PA AREA; TO COLLECT AND PRESERVE DOCUMENTS AND RECORDS SIGNIFICANT TO THE RESEARCH IN GENEAOLGY; TO ENCOURAGE RESEARCH IN THE HISTORY OF THE AREA AND THE WRITING AND PUBLICATION OF THE RESULTS OF SUCH RESEARCH.

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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 $172,560

Program Service Revenue $16,450

Investment Income $58,629

Other Revenue $25,735

TOTAL REVENUE $273,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,755

Fundraising Expenses $16,314

Program Expenses $139,188

Other Expenses $122,749

TOTAL EXPENSES $210,504

Year-over-Year Comparison

	2023	2022	Change
Revenue	$273,374	$227,682	+0.2%
Expenses	$210,504	$249,500	-0.2%
Net Income	$62,870	$-21,818	-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

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

$66,530

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE MENTRIKOSKI	PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACY GUERRIERO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOE CAPPELLONI	SECRETARY AND TREASURER	4.00	Officer Director	$12,000	$0	$12,000
JOANNE BOWER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT A BULL	DIRECTOR	1.00	Director	$0	$0	$0
JULIE CRISPIN	DIRECTOR	1.00	Director	$0	$0	$0
BERNADETTE DIPIPPA	DIRECTOR	1.00	Director	$0	$0	$0
DAVE LABOUR	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER NARDI	DIRECTOR	1.00	Director	$0	$0	$0
BETTY NEELY	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE SADOCK	DIRECTOR	1.00	Director	$0	$0	$0
JIM STOUT	EXECUTIVE DIRECTOR	50.00	Officer	$54,530	$0	$54,530

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	$273,374	$210,504	$1,592,400	$62,870
2023	$227,682	$249,500	$1,555,750	$-21,818
2022	$160,017	$208,460	$1,690,767	$-48,443
2021	$712,518	$182,987	$1,711,812	$529,531
2020	$313,024	$128,157	$1,010,210	$184,867
2019	$67,625	$112,211	$1,014,007	$-44,586

BERWICK HISTORICAL SOCIETY