NORWOOD HISTORICAL SOCIETY (EIN 237385750) - 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

1907

Legal Domicile

Principal Officer

GEORGE CURTIS

Phone

7817629197

Tax Period

2024-04-01 to 2025-03-31

NORWOOD HISTORICAL SOCIETY, founded in 1907, is a small nonprofit that reported $133K in total revenue in fiscal year 2024. Revenue surged 203% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 46% operating margin.

Mission

MUSEUM AND PRESERVATIONMAINTAIN ARCHIVES OPEN TO THE PUBLIC WHICH HOUSES NORWOOD'S HISTORY & DOCUMENTS RELATED TO F. HOLLAND DAY

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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 $10,566

Program Service Revenue $0

Investment Income $112,761

Other Revenue $9,290

TOTAL REVENUE $132,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,081

Other Expenses $72,254

TOTAL EXPENSES $72,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,617	$43,807	+2.0%
Expenses	$72,254	$65,759	+0.1%
Net Income	$60,363	$-21,952	-3.7%

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
LAURIE KEARNEY	Director	0.00	Director	$0	$0	$0
KAREN DE NAPOLI	Director	0.00	Director	$0	$0	$0
KIMBERLY RITCHIE	Director	0.00	Director	$0	$0	$0
STEVE CALLAHAN	Director	0.00	Director	$0	$0	$0
GEORGE CURTIS	President	6.00	Officer	$0	$0	$0
LINDA RAU	Secretary	6.00	Officer	$0	$0	$0
BRYAN E BURNS	Treasurer	8.00	Officer	$0	$0	$0
CASHMAN KERR PRINCE	Vice President	6.00	Officer	$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	$132,617	$72,254	$2,017,763	$60,363
2024	$43,807	$65,759	$2,011,818	$-21,952
2023	$5,844	$68,599	$1,884,456	$-62,755
2022	$278,190	$69,286	$2,026,839	$208,904
2021	$147,703	$52,359	$1,971,415	$95,344
2020	$39,389	$71,310	$1,597,642	$-31,921
2019	$227,581	$58,793	$1,747,535	$168,788

NORWOOD HISTORICAL SOCIETY