EDGEWATER HISTORICAL SOCIETY (EIN 363635420) - 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

1988

Legal Domicile

Principal Officer

BARBARA STANLEY

Phone

7735064849

Tax Period

2023-01-01 to 2023-12-31

EDGEWATER HISTORICAL SOCIETY, founded in 1988, is a micro nonprofit that reported $29K in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $50K exceeded revenue, resulting in a 70% operating deficit.

Mission

TO INVOLVE COMMUNITY IN THE RESEARCH, DOCUMENTATION, COLLECTION, AND PRESERVATION OF EDGEWATER HISTORY. TO PROMOTE THE STUDY, SHARING, AND ENJOYMENT OF THAT HISTORY, AND TO PROMOTE THE PRESERVATION OF LANDMARKS.

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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 $29,360

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $29,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,980

Other Expenses $49,992

TOTAL EXPENSES $49,992

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,360	$79,817	-0.6%
Expenses	$49,992	$51,522	0.0%
Net Income	$-20,632	$28,295	-1.7%

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

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
JOHN HOLDEN	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHY GEMPERLE	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
MARTIN STEWART	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
MARSHA HOLLAND	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
BARBARA STANLEY	TREASURER	2.00	Officer Director	$0	$0	$0
LEROY BLOMMAERT	MEMBER	1.00	Director	$0	$0	$0
THOM GREENE	MEMBER	1.00	Director	$0	$0	$0
JOANNA HAZELDEN	MEMBER	1.00	Director	$0	$0	$0
ROBERT REMER	MEMBER	1.00	Director	$0	$0	$0
STEVE MEISS	MEMBER	1.00	Director	$0	$0	$0
TIFFANY MIDDLETON	MEMBER	1.00	Director	$0	$0	$0
DOROTHY NYGREN	MEMBER	1.00	Director	$0	$0	$0
BRIAN TREGLOWN	MEMBER	1.00	Director	$0	$0	$0
MARGIE FRITZ-BIRCH	MEMBER	1.00	Director	$0	$0	$0
KILLIAN WALSH	MEMBER	1.00	Director	$0	$0	$0
NANCY SCHROEDER EBERT	MEMBER	1.00	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	$29,360	$49,992	$799,888	$-20,632
2022	$79,817	$51,522	$759,835	$28,295
2021	$89,390	$48,968	$899,834	$40,422
2020	$32,525	$50,346	$808,266	$-17,821
2019	$61,016	$49,732	$721,544	$11,284
2018	$79,273	$45,532	$620,877	$33,741

EDGEWATER HISTORICAL SOCIETY