DEER ISLE STONINGTON HISTORICAL SOCIETY (EIN 016013511) - 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

1959

Legal Domicile

Principal Officer

SUSAN GREENLAW

Phone

2073672629

Tax Period

2024-08-01 to 2025-07-31

DEER ISLE STONINGTON HISTORICAL SOCIETY, founded in 1959, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $84K in total revenue in fiscal year 2024. The organization ran a surplus of $17K, a strong 20% operating margin.

Mission

THE DEER ISLE-STONINGTON HISTORICAL SOCIETY WAS FORMED IN 1959 WITH THE GOAL OF COLLECTING AND PRESERVING HISTORICAL FACTS, RECORDS AND RELICS PERTAINING TO DEER ISLE, STONINGTON AND ADJOINING COMMUNITIES AND ISLANDS OF EAST PENOBSCOT BAY IN THE STATE OF MAINE.

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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 $74,347

Program Service Revenue $4,910

Investment Income $7,527

Other Revenue $-3,237

TOTAL REVENUE $83,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,092

Fundraising Expenses $2,386

Program Expenses $53,796

Other Expenses $59,377

TOTAL EXPENSES $66,469

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,547	$79,521	+0.1%
Expenses	$66,469	$64,808	+0.0%
Net Income	$17,078	$14,713	+0.2%

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
SUSAN GREENLAW	PRESIDENT	0.25	Officer Director	$0	$0	$0
DESTINEE COAKLEY	VICE PRESIDE	0.25	Officer Director	$0	$0	$0
CAROL BACON	TREASURER	0.25	Officer Director	$0	$0	$0
CLAUDETTE KYDD	SECRETARY	0.25	Officer Director	$0	$0	$0
LANNY ANDERSON	DIRECTOR	0.25	Director	$0	$0	$0
DAVID BAYLEY	DIRECTOR	0.25	Director	$0	$0	$0
BARBARA K CHESNEY	DIRECTOR	0.25	Director	$0	$0	$0
TED CROUCH	DIRECTOR	0.25	Director	$0	$0	$0
TINKER CROUCH	DIRECTOR	0.25	Director	$0	$0	$0
RENA DAY	DIRECTOR	0.25	Director	$0	$0	$0
DWIGHT DICKINSON	DIRECTOR	0.25	Director	$0	$0	$0
LIZ INGOLDSBY	DIRECTOR	0.25	Director	$0	$0	$0
BETSY ROBERTSON	DIRECTOR	0.25	Director	$0	$0	$0
BERT YANKIELUN	DIRECTOR	0.25	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	$83,547	$66,469	$757,517	$17,078
2024	$79,521	$64,808	$738,254	$14,713
2023	$52,069	$52,494	$721,749	$-425
2022	$77,417	$56,356	$724,776	$21,061
2021	$115,075	$102,749	$753,107	$12,326
2020	$77,637	$54,842	$693,511	$22,795
2019	$63,526	$57,493	$670,782	$6,033
2018	$88,095	$44,827	$664,670	$43,268

DEER ISLE STONINGTON HISTORICAL SOCIETY