OLD BERWICK HISTORICAL SOCIETY

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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

1962

Legal Domicile

Principal Officer

JANE ORR

Phone

6178036485

Tax Period

2024-05-01 to 2025-04-30

OLD BERWICK HISTORICAL SOCIETY, founded in 1962, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $61K in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. Net assets of $469K represent 92 months of operating reserves.

Mission

PROMOTES PUBLIC AWARENESS OF AND APPRECIATION FOR LOCAL AND REGIONAL HISTORY THROUGH A VARIETY OF ACTIVITIES THAT EXPLORE, PRESERVE, INTERPRET, AND CELEBRATE THE PAST, AND THROUGH STEWARDSHIP OF THE COUNTING HOUSE AND ITS COLLECTIONS. THE COUNTING HOUSE MUSEUM IS A REPOSITORY FOR DOCUMENTS, PHOTOGRAPHS AND HISTORIC CURIOSITIES COVERING A WIDE SPECTRUM OF COMMUNITY LIFE IN AND AROUND THE BERWICKS, SITE OF THE FIRST PERMANENT SETTLEMENT IN MAINE.

Program Service Accomplishments

Program 1

Expenses: $14,008

OPERATE AND MAINTAIN THE COUNTING HOUSE MUSEUM

Program 2

Expenses: $5,110

PROVIDE MONTHLY HISTORIC EDUCATIONAL LECTURE PROGRAMS AND MAINTAIN A WEBSITE THAT CONTAINS HISTORICAL INFORMATION FOR PUBLIC ACCESS.

Program 3

Expenses: $21,864

MANAGE ARTIFACTS AND COLLECTION FOR MUSEUM DISPLAY

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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 $42,186

Program Service Revenue $0

Investment Income $4,350

Other Revenue $14,401

TOTAL REVENUE $60,937

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,717

Other Expenses $60,270

TOTAL EXPENSES $60,270

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,937	$31,509	+0.9%
Expenses	$60,270	$71,354	-0.2%
Net Income	$667	$-39,845	-1.0%

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

350

Employees

N/A

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
HARLAND GOODWIN	BOARD MEMBER	2.00	Director	$0	$0	$0
DONNA ST PIERRE	BOARD MEMBER	2.00	Director	$0	$0	$0
NORMA KEIM	RESPONDER	2.00	Director	$0	$0	$0
SALLY HUNTER	SECRETARY	2.00	Director	$0	$0	$0
JOHN DEMOS	VICE-PRESIDENT	2.00	Officer	$0	$0	$0
JANE ORR	TREASURER	2.00	Officer	$0	$0	$0
NICOLE ST PIERRE	PRESIDENT AND PROGRAM CHAI	2.00	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
2025	$60,937	$60,270	$469,683	$667
2024	$31,509	$71,354	$451,528	$-39,845
2023	$94,171	$75,662	$477,251	$18,509
2022	$41,290	$71,298	$482,744	$-30,008
2021	$103,258	$49,369	$500,826	$53,889