CASTINE HISTORICAL SOCIETY INC (EIN 010377623) - 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

1966

Legal Domicile

Principal Officer

SUSIE HATCH

Phone

2073264118

Tax Period

2023-01-01 to 2023-12-31

CASTINE HISTORICAL SOCIETY INC, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $187K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $514K exceeded revenue, resulting in a 174% operating deficit.

Mission

THE CASTINE HISTORICAL SOCIETY COLLECTS, PRESERVES AND EXHIBITS MATERIALS THAT ILLUMINATE THE RICH HISTORY OF THE CASTINE - BAGADUCE RIVER AREA AND, THROUGH IT, THAT OF NEW ENGLAND AND AMERICA, FROM PRE-COLONIAL TIMES TO THE PRESENT. IN DOING SO, THE SOCIETY SEEKS TO ENGAGE RESIDENTS AND VISITORS OF ALL AGES IN THE EXPLORATION AND STEWARDSHIP OF CASTINE'S DIVERSE HISTORICAL RESOURCES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $118,618

Program Service Revenue $1,013

Investment Income $15,891

Other Revenue $51,746

TOTAL REVENUE $187,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $218,490

Fundraising Expenses $33,578

Program Expenses $342,829

Other Expenses $295,285

TOTAL EXPENSES $513,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,268	$446,397	-0.6%
Expenses	$513,775	$460,013	+0.1%
Net Income	$-326,507	$-13,616	+23.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE ALSTON	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD AMES	DIRECTOR	0.50	Director	$0	$0	$0
ELLEN BENJAMIN	DIRECTOR	0.50	Director	$0	$0	$0
ROBERTA BOCZKIEWICZ	DIRECTOR	0.50	Director	$0	$0	$0
MARY DEARBORN	DIRECTOR	0.50	Director	$0	$0	$0
BRITTANY GOETTING	DIRECTOR	0.50	Director	$0	$0	$0
SUSIE HATCH	PRESIDENT	5.00	Officer Director	$0	$0	$0
HOWARD LOWELL	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
KAREN LYONS	DIRECTOR	0.50	Director	$0	$0	$0
DABNEY MCKENZIE	DIRECTOR	0.50	Director	$0	$0	$0
JOHN MITCHELL	TREASURER	5.00	Officer Director	$0	$0	$0
CHARLIE PEARCE	DIRECTOR	0.50	Director	$0	$0	$0
MARC PELLETIER	DIRECTOR	0.50	Director	$0	$0	$0
BROOKE TENNEY	SECRETARY	5.00	Officer Director	$0	$0	$0
STEVEN TENNEY	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	$187,268	$513,775	$7,552,240	$-326,507
2022	$446,397	$460,013	$7,304,861	$-13,616
2021	$605,426	$437,116	$8,350,405	$168,310
2020	$594,689	$411,226	$8,184,195	$183,463
2019	$409,188	$504,888	$7,921,438	$-95,700
2018	$503,792	$425,955	$7,465,716	$77,837

CASTINE HISTORICAL SOCIETY INC