WOOD NAOMI UW (EIN 236225368) - 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

1926

Legal Domicile

Phone

2155536780

Tax Period

2025-01-01 to 2025-12-31

WOOD NAOMI UW, founded in 1926, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $288K in total revenue in fiscal year 2025. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $421K exceeded revenue, resulting in a 46% operating deficit.

Mission

THE NAOMI WOOD TRUST IS A SECTION 501(C)(3) ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(a)(VI). IT WAS ESTABLISHED FOR THE PURPOSES OF COLLECTING AND EXHIBITING COLONIAL FURNITURE AND HOUSEHOLD EFFECTS TO THE PUBLIC

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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 $88,062

Program Service Revenue $3,549

Investment Income $196,555

Other Revenue $69

TOTAL REVENUE $288,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,425

Fundraising Expenses $0

Program Expenses $273,740

Other Expenses $308,318

TOTAL EXPENSES $420,743

Year-over-Year Comparison

	2025	2024	Change
Revenue	$288,235	$590,821	-0.5%
Expenses	$420,743	$335,111	+0.3%
Net Income	$-132,508	$255,710	-1.5%

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

N/A

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

Total Directors

$36,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN REGINA	CO-TRUSTEE	25.0	Director	$36,000	$0	$36,000
BNY MELLON N A	CO-TRUSTEE	N/A		$48,532	$0	$48,532

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	$288,235	$420,743	$3,240,470	$-132,508
2024	$590,821	$335,111	$3,434,597	$255,710
2023	$342,212	$361,959	$3,244,292	$-19,747
2022	$301,168	$306,642	$3,331,093	$-5,474
2021	$620,610	$228,892	$3,396,392	$391,718
2020	$267,320	$306,520	$3,063,806	$-39,200

WOOD NAOMI UW