KENNEBUNKPORT HISTORICAL SOCIETY (EIN 016014288) - 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

1954

Legal Domicile

Principal Officer

SARAH AUER

Phone

2079672751

Tax Period

2024-01-01 to 2024-12-31

KENNEBUNKPORT HISTORICAL SOCIETY, founded in 1954, is a small nonprofit in the Arts, Culture & Humanities sector that reported $348K in total revenue in fiscal year 2024. Revenue surged 141% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 32% operating margin.

Mission

TO PRESERVE, PROTECT AND PRESENT KENNEBUNKPORT'S SOCIAL, CULTURAL AND ARCHITECTURAL HISTORY.

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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 $151,820

Program Service Revenue $40,772

Investment Income $123,568

Other Revenue $32,264

TOTAL REVENUE $348,424

Expense Breakdown

Grants Paid $2,250

Salaries & Benefits $112,650

Fundraising Expenses $13,159

Program Expenses $130,280

Other Expenses $121,316

TOTAL EXPENSES $236,216

Year-over-Year Comparison

	2024	2023	Change
Revenue	$348,424	$144,339	+1.4%
Expenses	$236,216	$111,845	+1.1%
Net Income	$112,208	$32,494	+2.5%

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

$63,902

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN HAIGHT	EXECUTIVE DI	40.00	Officer	$63,902	$0	$63,902
ALBERT H BLACK	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL S BURD	TREASURER	2.00	Officer Director	$0	$0	$0
DIANE EMERSON-HOLM	DIRECTOR	2.00	Director	$0	$0	$0
ANN KASYAN	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN LACEY	DIRECTOR	N/A	Director	$0	$0	$0
ANN NEVIUS	DIRECTOR	2.00	Director	$0	$0	$0
SARAH ADAMS O'SULLIVAN	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA ROLLERI	SECRETARY	2.00	Officer Director	$0	$0	$0
PHYLLIS WENTWORTH	DIRECTOR	2.00	Director	$0	$0	$0
DAWN WERNER	DIRECTOR	N/A	Director	$0	$0	$0
SARAH AUER	PRESIDENT	2.00	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
2024	$348,424	$236,216	$1,428,568	$112,208
2023	$161,322	$204,466	$1,197,565	$-43,144
2023	$144,339	$111,845	$1,253,026	$32,494
2022	$173,212	$191,802	$1,164,433	$-18,590
2021	$278,781	$98,833	$1,317,296	$179,948
2020	$288,482	$269,100	$993,939	$19,382

KENNEBUNKPORT HISTORICAL SOCIETY