SWEDESBORO-WOOLWICH HISTORICAL SOC… - 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

Formation Year

2024

Legal Domicile

Principal Officer

MARTHA HOGAN-BATISTI

Phone

8564678104

Tax Period

2025-01-01 to 2025-12-31

SWEDESBORO-WOOLWICH HISTORICAL SOCIETY, founded in 2024, is a small nonprofit in the Arts, Culture & Humanities sector that reported $290K in total revenue in fiscal year 2025. Revenue surged 68070% from the prior year, signaling strong growth momentum. The organization ran a surplus of $211K, a strong 73% operating margin.

Mission

TO COLLECT AND PRESERVE THE ARCHITECTURAL, CULTURAL, COMMERCIAL AND FARMING HISTORY OF SWEDESBORO AND WOOLWICH TOWNSHIP, TO ENCOURAGE PRESERVATION OF HISTORIC LANDMARKS, TO PROVID EDUCATIONAL PROGRAMS AND HISTORIC TOURS.

Program Service Accomplishments

Program 1

TO COLLECT AND PRESERVE THE ARCHITECTURAL, CULTURAL, COMMERCIAL AND FARMING HISTORY OF SWEDESBORO AND WOOLWICH TOWNSHIP, TO ENCOURAGE PRESERVATION OF HISTORIC LANDMARKS, TO PROVID EDUCATIONAL...

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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 $277,154

Program Service Revenue $293

Investment Income $9

Other Revenue $12,950

TOTAL REVENUE $290,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,805

Other Expenses $79,805

TOTAL EXPENSES $79,805

Year-over-Year Comparison

	2025	2024	Change
Revenue	$290,406	$426	+680.7%
Expenses	$79,805	N/A	N/A
Net Income	$210,601	$426	+493.4%

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

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
MARTHA HOGAN-BATISTI	PRESIDENT	2.00	Officer	$0	$0	$0
RUSSELL C SHIVELER JR	TREASURER	3.00	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
2025	$290,406	$79,805	$231,671	$210,601

SWEDESBORO-WOOLWICH HISTORICAL SOCIETY