ST GEORGE HISTORICAL SOCIETY (EIN 010436654) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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

2024-01-01 to 2024-12-31

ST GEORGE HISTORICAL SOCIETY is a 501(c)(3) with EIN 010436654, based in TENANTS HARBOR, ME. Founded in 1972, the organization files IRS Form 990 and reported its most recent data for fiscal year 2024. In that period, it reported $164,197 in total revenue and $113,912 in total expenses, with net assets of $619,155.

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 & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $56,381

Program Service Revenue $0

Investment Income $34,532

Other Revenue $73,284

TOTAL REVENUE $164,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,912

Other Expenses $113,912

TOTAL EXPENSES $113,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,197	$129,533	+0.3%
Expenses	$113,912	$85,218	+0.3%
Net Income	$50,285	$44,315	+0.1%

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

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
SARA LEAVITT-GOLDBERG	VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
TAMMY WILLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
JENNY HALL MALTAIS	TREASURER	6.00	Officer Director	$0	$0	$0
SCOTT HODGKINS	PRESIDENT	3.00	Officer 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	$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