The Historical Society Elizabeth NJ (EIN 311695116) - 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

1999

Legal Domicile

Principal Officer

Anastacia Mantia

Phone

9082309126

Tax Period

2023-01-01 to 2023-12-31

The Historical Society Elizabeth NJ, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $104K in total revenue in fiscal year 2023. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $116K exceeded revenue, resulting in a 11% operating deficit.

Mission

Research and Preservation of the City of Elizabeths history; Restoration and Development of historic houses in Elizabeth, NJ

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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 $103,928

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $103,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,389

Other Expenses $115,506

TOTAL EXPENSES $115,506

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,928	$51,954	+1.0%
Expenses	$115,506	$67,213	+0.7%
Net Income	$-11,578	$-15,259	-0.2%

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

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	Role	Reportable Comp	Other Comp	Total
Anastacia Mantia	President	Officer	$0	$0	$0
Michael T Simon Esq	Co-Secretary	Officer	$0	$0	$0
Michelle Doran-McBean	Treasurer	Officer	$0	$0	$0
Diana Vivanco	Co-Secretary	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
2024	No data	No data	No data	No data
2023	$103,928	$115,506	$574,505	$-11,578
2022	$51,954	$67,213	$580,910	$-15,259
2021	$69,281	$67,715	$596,030	$1,566
2020	$40,302	$79,350	$594,193	$-39,048
2019	$86,777	$73,672	$620,105	$13,105
2018	$40,303	$40,772	$654,981	$-469

The Historical Society Elizabeth NJ