BETHEL HISTORICAL SOCIETY (EIN 010327007) - 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

1971

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

BETHEL HISTORICAL SOCIETY is a 501(c)(3) with EIN 010327007, based in BETHEL, ME. Founded in 1971, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $127,124 in total revenue and $149,884 in total expenses, with net assets of $1,386,875.

Mission

TO PROMOTE AND PRESERVE THE HISTORY OF BETHEL, MAINE AREA

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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 (2023)

Revenue Breakdown

Contributions & Grants $88,275

Program Service Revenue $0

Investment Income $37,527

Other Revenue $1,322

TOTAL REVENUE $127,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,477

Fundraising Expenses $18,393

Program Expenses $104,485

Other Expenses $88,407

TOTAL EXPENSES $149,884

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,124	$99,082	+0.3%
Expenses	$149,884	$146,472	+0.0%
Net Income	$-22,760	$-47,390	-0.5%

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

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
MICHAEL S STOWELL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN WALKER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID R JONES	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA GROVER	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN L HARDY	TRUSTEE	1.00	Director	$0	$0	$0
ALEC NEWELL	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW WHEELER	TRUSTEE	1.00	Director	$0	$0	$0
CARINA J WALTER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID NIVUS	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER HALE-NIVUS	TRUSTEE	1.00	Director	$0	$0	$0
ROSEMARY LABAN	SECRETARY	1.00	Officer	$0	$0	$0
JEAN BENEDICT	TREASURER	1.00	Officer	$0	$0	$0
WILLIAM ANDREWS	PRESIDENT	1.00	Officer	$0	$0	$0
CARRIE LYNCH	SECRETARYCLERK OF TRUSTEES	1.00	Officer	$0	$0	$0
DONNA GILLIS	VICE PRESIDENT	1.00	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
2024	No data	No data	No data	No data
2023	$127,124	$149,884	$1,387,592	$-22,760
2022	$99,082	$146,472	$1,399,418	$-47,390
2021	$147,176	$182,134	$1,497,123	$-34,958
2020	$347,348	$179,173	$1,485,307	$168,175
2019	$137,905	$206,120	$1,303,976	$-68,215
2018	$185,828	$200,574	$1,347,674	$-14,746

BETHEL HISTORICAL SOCIETY