ELLSWORTH HISTORICAL SOCIETY (EIN 010359659) - 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

1978

Principal Officer

JENNIFER SALA

Phone

2076678235

Tax Period

2024-01-01 to 2024-12-31

ELLSWORTH HISTORICAL SOCIETY, founded in 1978, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue surged 194% from the prior year, signaling strong growth momentum. The organization ran a surplus of $212K, a strong 88% operating margin.

Mission

FORMED IN 1978, THE MISSION OF THE ELLSWORTH HISTORICAL SOCIETY IS TO SPARK AN APPRECIATION AND UNDERSTANDING OF OUR DIVERSE LOCAL HERITAGE, ITS CONTEXT AND LIVING HISTORY WITHIN AND BEYOND ELLSWORTH AND HANCOCK COUNTY. THROUGH THE COLLECTION, PRESERVATION, INTERPRETATION AND EXHIBITION OF ARTIFACTUAL AND DOCUMENTARY MATERIALS, HISTORY BUILDINGS, CULTURAL PRACTICES AND OTHER INTANGIBLE HERITAGE, THE ELLSWORTH HISTORICAL SOCIETY WILL CONTRIBUTE TO PUBLIC EDUCATION, RESEARCH AND THE COLLECTIVE IDENTITY OF OUR COMMUNITY AND REGION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $227,581

Program Service Revenue $0

Investment Income $14,513

Other Revenue $0

TOTAL REVENUE $242,094

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,079

Other Expenses $29,899

TOTAL EXPENSES $29,899

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,094	$82,484	+1.9%
Expenses	$29,899	$31,276	0.0%
Net Income	$212,195	$51,208	+3.1%

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

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
BETSY ARNTXEN	ASSISTANT TR	1.00	Officer Director	$0	$0	$0
MARY BLACKSTONE	DIRECTOR	1.00	Director	$0	$0	$0
MAEVE BREEDEN	JUNIOR BOARD	1.00	Officer Director	$0	$0	$0
BILL FOGLE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CARLA HASKELL	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY HENDRICKS	SECRETARY	2.00	Officer Director	$0	$0	$0
STEPHANIE OUTHIER	COORESPONDIN	1.00	Officer Director	$0	$0	$0
JENNIFER SALA	PRESIDENT	2.00	Officer Director	$0	$0	$0
WAYNE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MARK WORTH	DIRECTOR	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
2024	$242,094	$29,899	$712,172	$212,195

ELLSWORTH HISTORICAL SOCIETY