YARMOUTH HISTORICAL SOCIETY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

Sarah Day

Phone

2078466259

Tax Period

2024-07-01 to 2025-06-30

YARMOUTH HISTORICAL SOCIETY, founded in 1960, is a small nonprofit that reported $318K in total revenue in fiscal year 2024. Net assets of $6.2M represent 233 months of operating reserves.

Mission

To develop and promote awareness of the town of Yarmouth history and acquire, preserve, and exhibit artifacts of historical significance.

Program Service Accomplishments

Program 1

Expenses: $148,334 Revenue: $4,872

Develop and promote awareness of and appreciation for Yarmouth history and to acquire, preserve, and exhibit artifacts of historical significance. The Society sponsors a lecture series, publishes...

Develop and promote awareness of and appreciation for Yarmouth history and to acquire, preserve, and exhibit artifacts of historical significance. The Society sponsors a lecture series, publishes several newsletters, presents a number of exhibits per year, conducts programs within scholarly system, staffs the museum, provides assistance to researchers and conducts events of historical interest. Salaries and benefits are to a full-time curator/director, full-time development officer and part-time staff. Lecture series and program presenters who are not members of the Society may receive small honorariums otherwise member volunteers conduct all other activities. The Yarmouth history center houses museum exhibit space and offices.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $78,113

Program Service Revenue $75

Investment Income $234,623

Other Revenue $4,850

TOTAL REVENUE $317,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $206,580

Fundraising Expenses $60,414

Program Expenses $148,334

Other Expenses $104,592

TOTAL EXPENSES $311,172

Year-over-Year Comparison

	2024	2023	Change
Revenue	$317,661	$325,131	0.0%
Expenses	$311,172	$337,965	-0.1%
Net Income	$6,489	$-12,834	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$94,128

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katherine G Worthing	Executive Dir.	40.00	Officer	$87,483	$6,645	$94,128
Jessie McGrath	Chair	1.00	Officer Director	$0	$0	$0
Binks Colby-George	Vice-Chair	1.50	Officer Director	$0	$0	$0
Ann Miller	Secretary	1.00	Officer Director	$0	$0	$0
Sarah Day	Treasurer	1.00	Officer Director	$0	$0	$0
Mitch Feeney	Trustee	1.00	Director	$0	$0	$0
Michael Gengras	Trustee	1.00	Director	$0	$0	$0
Kendall Harnett	Trustee	1.00	Director	$0	$0	$0
Kate Huntress	Trustee	1.00	Director	$0	$0	$0
Ted Jordan	Trustee	1.00	Director	$0	$0	$0
Caroline Knott	Trustee	1.00	Director	$0	$0	$0
Betsy Langer	Trustee	1.00	Director	$0	$0	$0
Ed Libby	Trustee	1.00	Director	$0	$0	$0
William M Nugent	Trustee	1.50	Director	$0	$0	$0
Stacey Lamparter Pardales	Trustee	1.00	Director	$0	$0	$0
Melina Roberts	Trustee	1.00	Director	$0	$0	$0
Dale Shields	Trustee	1.00	Director	$0	$0	$0
Peter Sillin	Trustee	1.00	Director	$0	$0	$0
Brittany Strout	Trustee	1.00	Director	$0	$0	$0
Sarah Jane Wallace	Trustee	1.00	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
2025	$317,661	$311,172	$6,177,874	$6,489
2024	$325,131	$337,965	$6,090,810	$-12,834
2023	$370,234	$317,924	$5,826,916	$52,310
2022	$494,453	$269,684	$5,560,530	$224,769
2021	$650,016	$261,814	$6,179,926	$388,202
2020	$427,346	$235,349	$5,415,022	$191,997
2019	$315,096	$239,774	$5,229,850	$75,322
2018	$362,903	$221,287	$4,980,363	$141,616