Massasoit Historical Association of Warren RI (EIN 510152830) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Tax Period

2024-01-01 to 2024-12-31

Massasoit Historical Association of Warren RI is a micro nonprofit that reported $19K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $47K exceeded revenue, resulting in a 143% operating deficit.

Mission

Preservation of Maxwell House, the oldest brick dwelling in Warren RI and preservation of the history of Warren RI

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,794

Program Service Revenue $0

Investment Income $9,146

Other Revenue $8,436

TOTAL REVENUE $19,376

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $46,069

TOTAL EXPENSES $47,069

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,376	$15,594	+0.2%
Expenses	$47,069	$43,921	+0.1%
Net Income	$-27,693	$-28,327	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Debra Jobin	President	N/A	Officer	$0	$0	$0
Priscilla McGovern	Vice President	N/A	Officer	$0	$0	$0
Kristin Read	Trustee	N/A	Officer	$0	$0	$0
Clifford Morey	Treasurer	N/A	Officer	$0	$0	$0
Richard Valente	Trustee	N/A	Director	$0	$0	$0
John Chaney	Trustee	N/A	Director	$0	$0	$0
Patricia Read	Trustee	N/A	Director	$0	$0	$0
Joseph Wagenbach	Trustee	N/A	Director	$0	$0	$0
Amanda Beaulieu Smith	Trustee	N/A	Director	$0	$0	$0
Terry Yates	Trustee	N/A	Director	$0	$0	$0
Margery J Zeller	Trustee	N/A	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	$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