ST GEORGE HISTORICAL SOCIETY (EIN 010436654) - 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

1972

Legal Domicile

Phone

2073722231

Tax Period

2025-01-01 to 2025-12-31

ST GEORGE HISTORICAL SOCIETY, founded in 1972, is a small nonprofit that reported $373K in total revenue in fiscal year 2025. Revenue surged 127% from the prior year, signaling strong growth momentum. The organization ran a surplus of $116K, a strong 31% operating margin.

Mission

TO PRESEVE, PROTECT & PROMOTE THE HISTORY OF THE TOWN OF ST GEORGE, MAINE-MANAGING FOUR HISTORIC LOCATIONS WITHIN THE TOWN OF ST GEORGE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $287,966

Program Service Revenue $0

Investment Income $11,864

Other Revenue $73,175

TOTAL REVENUE $373,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $257,230

Other Expenses $257,230

TOTAL EXPENSES $257,230

Year-over-Year Comparison

	2025	2024	Change
Revenue	$373,005	$164,197	+1.3%
Expenses	$257,230	$113,912	+1.3%
Net Income	$115,775	$50,285	+1.3%

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

N/A

Independent Members

N/A

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
JENNY HALL MALTAIS	TREASURER	6.00	Officer Director	$0	$0	$0
SCOTT HODGKINS	PRESIDENT	3.00	Officer Director	$0	$0	$0
SARA LEAVITT-GOLDBERG	VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
TAMMY WILLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
NAT LYON	N/A	2.00	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	$373,005	$257,230	$735,910	$115,775
2024	$164,197	$113,912	$620,436	$50,285
2023	$129,533	$85,218	$569,325	$44,315
2022	$95,112	$101,252	$525,040	$-6,140
2021	$110,926	$48,598	$535,782	$62,328

ST GEORGE HISTORICAL SOCIETY