LOVELL HISTORICAL SOCIETY (EIN 010339744) - 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

1974

Legal Domicile

Principal Officer

CATHERINE STONE

Phone

2079253234

Tax Period

2023-01-01 to 2023-12-31

LOVELL HISTORICAL SOCIETY is a 501(c)(3) with EIN 010339744, based in LOVELL, ME. Founded in 1974, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $151,332 in total revenue and $75,716 in total expenses, with net assets of $673,830.

Mission

(1) TO COLLECT, PRESERVE, EXCHANGE, PERPETUATE AND PUBLICH HISTORICAL RECORDS, PROPERTY, DOCUMENTS, ARTIFACTS AND OTHER ELATED INFORMATION; (2) TO PROMOTE AND ENCOURAGE INTEREST IN, AND STUDY OF, THE HISTORY OF THE TOWN OF LOVELL, MAINE AND ITS ENVIRONS; AND (3) TO SUPPORT DISSEMINATION OF HISTORICAL KNOWLEDGE BY PROVIDING EDUCATIONAL OPPORTUNITIES ABOUT THE HISTORY OF LOVELL, MAINE.

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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 $68,992

Program Service Revenue $13,016

Investment Income $58,039

Other Revenue $11,285

TOTAL REVENUE $151,332

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,463

Fundraising Expenses $257

Program Expenses $66,972

Other Expenses $49,253

TOTAL EXPENSES $75,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$151,332	$43,723	+2.5%
Expenses	$75,716	$59,987	+0.3%
Net Income	$75,616	$-16,264	-5.6%

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

$19,815

Total Directors

$19,815

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE STONE	PRESIDENT	32.00	Officer Director	$19,815	$0	$19,815
VIRGINIA GRAY	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
ELIZABETH KERR	SECRETARY	4.00	Officer Director	$0	$0	$0
JON BRICETTI	TREASURER	0.50	Officer Director	$0	$0	$0
LAWRENCE FOX	DIRECTOR	0.50	Director	$0	$0	$0
TRISH STEARNS	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT CAMPBELL	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN WELCHMAN	DIRECTOR	0.50	Director	$0	$0	$0
ROBIN TAYLOR-CHIARELLO	DIRECTOR	0.50	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	$151,332	$75,716	$673,830	$75,616
2022	$43,723	$59,987	$598,214	$-16,264
2021	$139,339	$55,326	$614,478	$84,013
2020	$55,323	$51,723	No data	$3,600
2018	$61,880	$46,462	No data	$15,418

LOVELL HISTORICAL SOCIETY