NAVAL HISTORICAL FOUNDATION (EIN 530196627) - 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

1926

Legal Domicile

Principal Officer

RADM EDWARD MASSO

Phone

2026784333

Tax Period

2022-01-01 to 2022-12-31

NAVAL HISTORICAL FOUNDATION, founded in 1926, is a small nonprofit that reported $263K in total revenue in fiscal year 2022. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 412% operating deficit.

Mission

TO PRESERVE AND COMMEMORATE AMERICA'S NAVAL HERITAGE (SEE PART III, LINE 1).

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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 (2022)

Revenue Breakdown

Contributions & Grants $165,386

Program Service Revenue $0

Investment Income $98,232

Other Revenue $-248

TOTAL REVENUE $263,370

Expense Breakdown

Grants Paid $704,000

Salaries & Benefits $413,024

Fundraising Expenses $41,893

Program Expenses $1,011,101

Other Expenses $231,774

TOTAL EXPENSES $1,348,798

Year-over-Year Comparison

	2022	2021	Change
Revenue	$263,370	$332,113	-0.2%
Expenses	$1,348,798	$508,464	+1.7%
Net Income	$-1,085,428	$-176,351	+5.2%

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

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

$132,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADM WILLIAM J FALLON	CHAIRMAN	4.00	Officer Director	$0	$0	$0
VADM FRANK PANDOLFE	PRESIDENT	4.00	Officer Director	$0	$0	$0
MR MARTIN J BOLLINGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RADM VINCE GRIFFITH	TREASURER	1.00	Officer Director	$0	$0	$0
MR MATTHEW P BERGMAN	DIRECTOR	1.00	Director	$0	$0	$0
HON KENNETH J BRAITHWAITE II	DIRECTOR	1.00	Director	$0	$0	$0
VADM WALTER E TED CARTER JR	DIRECTOR	1.00	Director	$0	$0	$0
VADM JOHN N CHRISTENSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE CRANSTON EPSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
ADM JAMES G FOGGO	DIRECTOR	1.00	Director	$0	$0	$0
RADM SINCLAIR HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
DR HENRY J HENDRIX II	DIRECTOR	1.00	Director	$0	$0	$0
HON STEVEN S HONIGMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROGER A KRONE	DIRECTOR (UNTIL 7/2022)	1.00	Director	$0	$0	$0
HON JOHN LEHMAN	DIRECTOR	1.00	Director	$0	$0	$0
RADM LARRY R MARSH	DIRECTOR	1.00	Director	$0	$0	$0
HON B J PENN	DIRECTOR	1.00	Director	$0	$0	$0
CAPT DAVID A ROSENBERG	DIRECTOR	1.00	Director	$0	$0	$0
MR MICHAEL JOSEPH WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
RADM EDWARD MASSO	EXECUTIVE DIRECTOR	40.00	Officer	$132,000	$0	$132,000

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
2022	$263,370	$1,348,798	No data	$-1,085,428
2021	$332,113	$508,464	$1,415,360	$-176,351
2020	$231,458	$541,207	$1,525,665	$-309,749
2019	$503,439	$564,052	$1,520,491	$-60,613
2018	$507,544	$542,352	$1,457,557	$-34,808

NAVAL HISTORICAL FOUNDATION