NEW RIVER HISTORICAL SOCIETY (EIN 541003556) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

Susan DiSalvo

Phone

5404254339

Tax Period

2024-01-01 to 2024-12-31

NEW RIVER HISTORICAL SOCIETY, founded in 1976, is a small nonprofit that reported $113K in total revenue in fiscal year 2021. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 34% operating margin.

Mission

The Wilderness Road Regional Museum is owned and operated by the New River Historical Society. The mission of the Museum is two fold: (1) To collect, preserve and display material relating to the history of Virginia's New River and (2) to educate citizens about the Region's history.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $60,452

Program Service Revenue $14,405

Investment Income $2,390

Other Revenue $5,447

TOTAL REVENUE $82,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,626

Other Expenses $72,660

TOTAL EXPENSES $72,660

Year-over-Year Comparison

	2024	2023	Change
Revenue	$82,694	$73,492	+0.1%
Expenses	$72,660	$59,242	+0.2%
Net Income	$10,034	$14,250	-0.3%

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

N/A

Volunteers

120

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
Susan DiSalvo	President	5.0	Officer	$0	$0	$0
Carolyn Mathews	First Vice President	5.0	Officer	$0	$0	$0
Julia Kriss	Second Vice President	3.0	Officer	$0	$0	$0
Cheri Strenz	Secretary	2.0	Officer	$0	$0	$0
Melvin Lester	Treasurer	3.0	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	$82,694	$72,660	$613,528	$10,034
2023	$73,492	$59,242	$609,129	$14,250
2022	$72,753	$91,467	$585,080	$-18,714
2021	$113,333	$74,455	$632,818	$38,878

NEW RIVER HISTORICAL SOCIETY