NORFOLK AND WESTERN HISTORICAL SOCIETY (EIN 341635428) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Phone

5403420575

Tax Period

2025-01-01 to 2025-12-31

NORFOLK AND WESTRN HISTORIC SOCIETY, founded in 1988, is a small nonprofit that reported $124K in total revenue in fiscal year 2018. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 21% operating margin.

Mission

PRESERVE THE HISTORY OF THE RAILROADS EVOLUTION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $130,959

Program Service Revenue $24,155

Investment Income $1,606

Other Revenue $579

TOTAL REVENUE $157,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,619

Other Expenses $163,410

TOTAL EXPENSES $163,410

Year-over-Year Comparison

	2025	2024	Change
Revenue	$157,299	$136,431	+0.2%
Expenses	$163,410	$137,342	+0.2%
Net Income	$-6,111	$-911	+5.7%

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
KEN MILLER	SECRETARY	5.00	Officer	$0	$0	$0
KENNETH MUSANTE	TREASURER	10.00	Officer	$0	$0	$0
RON DAVIS	VICE-PRESIDENT	2.00	Officer	$0	$0	$0
FRANK BONGIOVANNI	DIRECTOR	2.00	Officer	$0	$0	$0
BRENT GREER	DIRECTOR	2.00	Officer	$0	$0	$0
FRANK SCHEER	CHAIRMAN OF THE BOARD	5.00	Officer	$0	$0	$0
TIM HENSLEY	PRESIDENT	5.00	Officer	$0	$0	$0
MICHAEL RHODES	DIRECTOR	2.00	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	$157,299	$163,410	$847,475	$-6,111
2024	$136,431	$137,342	$645,928	$-911
2023	$245,438	$129,880	$1,207,894	$115,558
2022	$192,332	$129,268	$1,093,793	$63,064
2021	$135,985	$118,889	$1,223,509	$17,096
2020	$105,827	$120,607	$1,193,859	$-14,780
2019	$194,633	$92,291	$875,315	$102,342
2018	$123,645	$98,193	$772,971	$25,452
2018	$123,645	$98,193	$772,971	$25,452
2018	$123,645	$98,193	$772,971	$25,452

NORFOLK AND WESTERN HISTORICAL SOCIETY