THE PRESQUE ISLE HISTORICAL SOCIETY (EIN 010463933) - 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

1964

Legal Domicile

Principal Officer

CRAIG GREEN

Tax Period

2024-01-01 to 2024-12-31

THE PRESQUE ISLE HISTORICAL SOCIETY, founded in 1964, is a micro nonprofit that reported $34K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $57K exceeded revenue, resulting in a 66% operating deficit.

Mission

OBTAIN, RESTORE, MAINTAIN AND DISPLAY ITEMS OF HISTORICAL VALUE

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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 $27,328

Program Service Revenue $0

Investment Income $7,046

Other Revenue $0

TOTAL REVENUE $34,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $967

Program Expenses $37,671

Other Expenses $56,990

TOTAL EXPENSES $56,990

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,374	$55,904	-0.4%
Expenses	$56,990	$58,181	0.0%
Net Income	$-22,616	$-2,277	+8.9%

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

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
CRAIG GREEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANN CUSHMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KIMBERLY SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
CAROL BELL	DIRECTOR	1.00	Director	$0	$0	$0
BILL GUERRETTE	DIRECTOR	1.00	Director	$0	$0	$0
RICK NADEAU	DIRECTOR	1.00	Director	$0	$0	$0
DEIDRE MCMAHON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SWEETSER	DIRECTOR	1.00	Director	$0	$0	$0
LORI KERSTEAD	DIRECTOR	1.00	Director	$0	$0	$0
LINDA MENARD	DIRECTOR	1.00	Director	$0	$0	$0
GARY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JUDY HILTON	DIRECTOR	1.00	Director	$0	$0	$0
JANET SNOW	DIRECTOR	1.00	Director	$0	$0	$0
ANNALISE WARDWELL	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	$34,374	$56,990	$903,246	$-22,616
2023	$55,904	$58,181	$914,492	$-2,277
2022	$29,287	$50,984	$914,285	$-21,697
2021	$51,896	$45,793	$979,593	$6,103
2020	$71,852	$75,514	$976,596	$-3,662
2019	$73,560	$58,345	$935,134	$15,215
2018	$32,663	$60,433	$927,982	$-27,770

THE PRESQUE ISLE HISTORICAL SOCIETY