UNITED SOCIETY OF SHAKERS SABBATHDAY LAKE INC (EIN 010317232) - 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

1976

Legal Domicile

Principal Officer

MICHAEL S GRAHAM

Phone

2079264597

Tax Period

2023-01-01 to 2023-12-31

UNITED SOCIETY OF SHAKERS SABBATHDAY LAKE INC, founded in 1976, is a community nonprofit in the Religion sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 72% operating margin.

Mission

MAINTAIN AND OPERATE A MUSEUM AND LIBRARY OPEN TO THE PUBLIC AND DEDICATED TO THE PRESERVATION AND STUDY OF THE HISTORY AND ARTIFACTS OF THE SABBATHDAY LAKE SHAKER COMMUNITY LOCATED IN NEW GLOUCESTER, MAINE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,667,869

Program Service Revenue $52,378

Investment Income $209,715

Other Revenue $70,131

TOTAL REVENUE $2,000,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $280,348

Fundraising Expenses $6,991

Program Expenses $388,908

Other Expenses $270,491

TOTAL EXPENSES $550,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,000,093	$1,001,650	+1.0%
Expenses	$550,839	$529,553	+0.0%
Net Income	$1,449,254	$472,097	+2.1%

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

150

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

$63,677

Total Directors

$63,677

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRAHAM MICHAEL S	EXECUTIVE DIRECTOR	40.00	Officer Director	$63,677	$0	$63,677
BROOKS LEONARD L	DIRECTOR EMERITUS	0.00	Director	$0	$0	$0
GRIFFIN TIMOTHY	FINANCIAL ADVISOR	0.00	Director	$0	$0	$0
INGALLS EVERETT P	TRUSTEE	0.00	Director	$0	$0	$0
MCCASKEY RAYMOND	TRUSTEE	0.00	Director	$0	$0	$0
MERRILL JR LINCOLN	TRUSTEE	0.00	Director	$0	$0	$0
PATERWIC STEPHEN	TRUSTEE	0.00	Director	$0	$0	$0
WALDRON ANN	TRUSTEE THROUGH NOVEMBER	0.00	Director	$0	$0	$0
CARPENTER SISTER JUNE	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
HADD BROTHER ARNOLD S	PRESIDENT & TREASURER	0.00	Officer 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	No data	No data	No data	No data
2023	$2,000,093	$550,839	$9,688,562	$1,449,254
2022	$1,001,650	$529,553	$7,524,625	$472,097
2021	$795,168	$510,945	$7,988,227	$284,223
2020	$1,330,964	$461,593	$7,097,201	$869,371
2019	$2,226,616	$642,809	$5,773,860	$1,583,807
2019	$2,226,616	$642,809	$5,773,860	$1,583,807
2018	$509,794	$665,784	$3,775,725	$-155,990

UNITED SOCIETY OF SHAKERS SABBATHDAY LAKE INC