MASSASOIT HISTORICAL ASSOCIATION O… - Form 990 Financial Data

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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

Principal Officer

DEBRA JOBIN

Phone

4012971633

Tax Period

2025-01-01 to 2025-12-31

MASSASOIT HISTORICAL ASSOCIATION OF WARREN RI is a micro nonprofit that reported $38K in total revenue in fiscal year 2025. The organization ran a surplus of $17K, a strong 45% operating margin.

Mission

PRESERVATION OF MAXWELL HOUSE, THE OLDEST BRICK DWELLING IN WARREN, RI, AND PRESERVATION OF THE HISTORY OF WARREN, RI.

Program Service Accomplishments

Program 1

Expenses: $17,538

PRESERVATION OF HISTORICAL BUILDING

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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 (2025)

Revenue Breakdown

Contributions & Grants $13,624

Program Service Revenue $0

Investment Income $9,136

Other Revenue $15,721

TOTAL REVENUE $38,481

Expense Breakdown

Grants Paid $3,600

Salaries & Benefits $0

Fundraising Expenses $369

Program Expenses $17,538

Other Expenses $17,665

TOTAL EXPENSES $21,265

Year-over-Year Comparison

	2025	2024	Change
Revenue	$38,481	N/A	N/A
Expenses	$21,265	N/A	N/A
Net Income	$17,216	N/A	N/A

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
AMANDA BEAULIEU-SMITH	DIRECTOR	0.50	Director	$0	$0	$0
JOHN CHANEY	DIRECTOR	0.50	Director	$0	$0	$0
DEBRA JOBIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
PRISCILLA MCGOVERN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CLIFFORD MOREY	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTIN READ	DIRECTOR	0.50	Director	$0	$0	$0
PATRICIA READ	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD VALENTE	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH WAGENBACH	DIRECTOR	0.50	Director	$0	$0	$0
TERRI YATES	DIRECTOR	0.50	Director	$0	$0	$0
MARGERY ZELLER	DIRECTOR	0.50	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
2025	$38,481	$21,265	$658,036	$17,216
2024	$19,376	$47,069	$320,726	$-27,693
2023	$15,594	$43,921	$331,068	$-28,327
2022	$17,080	$103,850	$609,297	$-86,770
2021	$26,132	$35,729	$696,067	$-9,597
2020	$67,437	$14,968	$694,294	$52,469
2018	$213,051	No data	$618,622	No data

MASSASOIT HISTORICAL ASSOCIATION OF WARREN RI