SQUIRREL ISLAND HISTORICAL SOCIETY (EIN 010501236) - 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

1995

Principal Officer

BRIAN L WHITNEY

Phone

2079264743

Tax Period

2021-08-01 to 2022-07-31

SQUIRREL ISLAND HISTORICAL SOCIETY, founded in 1995, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $58K in total revenue in fiscal year 2021. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 38% operating margin.

Mission

THE PURPOSE OF THE SOCIETY SHALL BE TO: A) DEVELOP, PROMOTE, AND AUGMENT UNDERSTANDING AND INTEREST IN THE HISTORY OF THE SOCIETY'S GEOGRAPHICAL AREA OF SQUIRREL ISLAND, ME AND THE SURROUNDING AREA, B) STIMULATE AWARENESS AND PRESERVATION OF LOCAL HISTORICAL, CULTURAL AND ARCHITECTURAL ASSETS AND 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 (2021)

Revenue Breakdown

Contributions & Grants $28,700

Program Service Revenue $21,656

Investment Income $7,705

Other Revenue $0

TOTAL REVENUE $58,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,249

Fundraising Expenses $0

Program Expenses $33,525

Other Expenses $25,891

TOTAL EXPENSES $36,140

Year-over-Year Comparison

	2021	2020	Change
Revenue	$58,061	$75,796	-0.2%
Expenses	$36,140	$24,026	+0.5%
Net Income	$21,921	$51,770	-0.6%

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

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
BRIAN L WHITNEY	TREASURER	N/A	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
2022	$58,061	$36,140	$291,960	$21,921
2021	$75,796	$24,026	$281,756	$51,770
2020	$144,084	$15,303	$221,589	$128,781

SQUIRREL ISLAND HISTORICAL SOCIETY