NORTHPORT HISTORICAL SOCIETY (EIN 237344371) - 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

1962

Legal Domicile

Principal Officer

Carolyn Hyatt-Basche

Phone

6317579859

Tax Period

2023-01-01 to 2023-12-31

NORTHPORT HISTORICAL SOCIETY, founded in 1962, is a small nonprofit in the Arts, Culture & Humanities sector that reported $333K in total revenue in fiscal year 2023. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $449K exceeded revenue, resulting in a 35% operating deficit.

Mission

EDUCATION AND PRESERVATION OF HISTORICAL ITEMS RELEVANT TO NORTHPORT, NEW YORK AND ITS IMMEDIATE SURROUNDING AREA.

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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 $147,384

Program Service Revenue $28,103

Investment Income $131,399

Other Revenue $26,501

TOTAL REVENUE $333,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,450

Fundraising Expenses $89,484

Program Expenses $119,084

Other Expenses $316,863

TOTAL EXPENSES $449,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$333,387	$1,662,658	-0.8%
Expenses	$449,313	$383,035	+0.2%
Net Income	$-115,926	$1,279,623	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
George Abbale	Trustee	4.00	Director	$0	$0	$0
Enza Brandi	Trustee	4.00	Director	$0	$0	$0
Roxanne Browning	Trustee	4.00	Director	$0	$0	$0
Tim Hess	Trustee	4.00	Director	$0	$0	$0
Carla Jennings	Trustee	4.00	Director	$0	$0	$0
Debra Newton	Co-President	4.00	Officer Director	$0	$0	$0
Nora Nolan	Trustee	4.00	Director	$0	$0	$0
Joseph Schmitz	Trustee	4.00	Director	$0	$0	$0
Dennis Tannenbaum	Trustee	4.00	Director	$0	$0	$0
Alan Vitters	Vice President	4.00	Officer Director	$0	$0	$0
Suzanne Mcguire	Secretary	4.00	Officer Director	$0	$0	$0
Carolyn Hyatt-Basche	Co-President	4.00	Officer Director	$0	$0	$0
Karen Filiberto	Treasurer	4.00	Officer Director	$0	$0	$0
Heather Johnson	Trustee	4.00	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
2024	No data	No data	No data	No data
2023	$333,387	$449,313	$3,235,351	$-115,926
2022	$1,662,658	$383,035	$3,320,216	$1,279,623
2021	$363,426	$263,850	$2,087,601	$99,576
2020	$289,612	$225,716	$1,969,108	$63,896
2019	$1,374,457	$188,790	$1,874,046	$1,185,667
2018	$192,677	$209,395	$645,275	$-16,718

NORTHPORT HISTORICAL SOCIETY