New London Heritage Historical Society Inc (EIN 391292274) - 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

1978

Legal Domicile

Principal Officer

Tony Fuller

Phone

9205382462

Tax Period

2024-01-01 to 2024-12-31

New London Heritage Historical Society Inc, founded in 1978, is a small nonprofit that reported $161K in total revenue in fiscal year 2024. Revenue surged 246% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 34% operating margin.

Mission

Preserve New London WI Heritage and History

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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 $114,142

Program Service Revenue $0

Investment Income $39,905

Other Revenue $7,252

TOTAL REVENUE $161,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,413

Fundraising Expenses $0

Program Expenses $6,183

Other Expenses $74,855

TOTAL EXPENSES $106,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,299	$46,646	+2.5%
Expenses	$106,268	$123,925	-0.1%
Net Income	$55,031	$-77,279	-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

N/A

Employees

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
Kristin Dedering	Director	5.00	Director	$0	$0	$0
Sylvia Stern	Secretary	5.00	Officer	$0	$0	$0
Tony Fuller	Vice President	5.00	Officer	$0	$0	$0
Elizabeth Neuzil	Treasurer	5.00	Officer	$0	$0	$0
Charmaine Gerndt	President	5.00	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
2024	$161,299	$106,268	$3,131,457	$55,031
2023	$46,646	$123,925	$2,798,099	$-77,279
2022	$71,656	$89,237	$2,692,245	$-17,581
2021	$57,420	$95,021	$3,086,603	$-37,601
2020	$36,014	$95,767	$2,886,300	$-59,753
2019	$355,774	$87,868	$2,800,999	$267,906

New London Heritage Historical Society Inc