NORTH CASTLE HISTORICAL SOCIETY (EIN 237167467) - 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

1972

Legal Domicile

Principal Officer

LEO VIRCILLO

Phone

9144208261

Tax Period

2023-01-01 to 2023-12-31

NORTH CASTLE HISTORICAL SOCIETY, founded in 1972, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $96K in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 36% operating margin.

Mission

PRESERVATION MAINTENANCE OF HISTORICAL BUILDINGS AND EDUCATIONAL PROGRAMS TO GENERATE PUBLIC INTEREST

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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 $42,319

Program Service Revenue $11,545

Investment Income $35,348

Other Revenue $6,692

TOTAL REVENUE $95,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,473

Other Expenses $61,194

TOTAL EXPENSES $61,194

Year-over-Year Comparison

	2023	2022	Change
Revenue	$95,904	$51,439	+0.9%
Expenses	$61,194	$62,418	0.0%
Net Income	$34,710	$-10,979	-4.2%

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

N/A

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
NEAL BAUMANN	TRUSTEE	0.200	Director	$0	$0	$0
JODI BURNS	TRUSTEE	0.200	Director	$0	$0	$0
LINDA CANTATORE	TRUSTEE	1.000	Director	$0	$0	$0
JOAN ELLIS	TRUSTEE	0.100	Director	$0	$0	$0
NORA MANUELE	TRUSTEE	0.300	Director	$0	$0	$0
COREY CARROLL	TRUSTEE	0.600	Director	$0	$0	$0
ROBBY MORRIS	HONORARY TRUSTEE	0.100	Director	$0	$0	$0
RICHARD NARDI	HONORARY TRUSTEE	0.200	Director	$0	$0	$0
LINDA RANIERI	TRUSTEE	1.000	Director	$0	$0	$0
TOM RICE	VICE PRESIDENT	1.500	Officer Director	$0	$0	$0
REE SCHULTZ	TRUSTEE	4.000	Director	$0	$0	$0
ANNAMARIA MARRONE	TRUSTEE	2.000	Director	$0	$0	$0
STU BROWN	VP	4.000	Officer Director	$0	$0	$0
SHARON TOMBACK	CORRESPONDING SECRETAR	5.000	Officer Director	$0	$0	$0
ED WOODYARD	PRESIDENT	4.000	Officer Director	$0	$0	$0
LEO VIRCILLO	TREASURER	5.000	Officer Director	$0	$0	$0
CHRISTINE EGGLETON	VP	1.500	Director	$0	$0	$0
SANDRA TOMPKINS	TRUSTEE	0.100	Director	$0	$0	$0
LAURA JUNE	TRUSTEE	0.100	Director	$0	$0	$0
TONI GUIDO	TRUSTEE	0.100	Director	$0	$0	$0
STEVE CONDON	TRUSTEE	0.600	Director	$0	$0	$0
DOUG SCHNEIDMAN	Secretary	1.200	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$95,904	$61,194	$1,521,493	$34,710
2022	$51,439	$62,418	$1,489,410	$-10,979
2021	$75,779	$68,833	$1,500,398	$6,946
2020	$93,957	$40,801	$1,493,452	$53,156
2019	$149,473	$69,761	$1,440,296	$79,712
2018	$69,834	$70,763	$1,360,584	$-929

NORTH CASTLE HISTORICAL SOCIETY