SEDGWICK-BROOKLIN HISTORICAL SOCIE… - Form 990 Financial Data

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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

Timothy Parson

Phone

2073598802

Tax Period

2024-08-01 to 2025-07-31

SEDGWICK-BROOKLIN HISTORICAL SOCIETY, founded in 1964, is a micro nonprofit that reported $54K in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25K, a strong 47% operating margin.

Mission

To collect and preserve data and physical property relating to the history of the towns of Sedgwick and Brooklin Maine

Program Service Accomplishments

Program 1

Expenses: $28,274 Revenue: $42,000

Preserved buildings and historical materials in Sedgwick and Brooklin, 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 $42,000

Program Service Revenue $0

Investment Income $11,525

Other Revenue $0

TOTAL REVENUE $53,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,274

Other Expenses $28,274

TOTAL EXPENSES $28,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,525	$136,588	-0.6%
Expenses	$28,274	$9,735	+1.9%
Net Income	$25,251	$126,853	-0.8%

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

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
Anne Dentino	President	4	Officer Director	$0	$0	$0
Timothy Parson	Treasurer	4	Officer Director	$0	$0	$0
Barbara Grindle	Secretary	1	Officer Director	$0	$0	$0
Rhoda Grant	Trustee	0.25	Director	$0	$0	$0
Douglas Drown	Trustee	0.25	Director	$0	$0	$0
Jennifer Schroth	Trustee	0.25	Director	$0	$0	$0
Richard Petry	Trustee	1	Director	$0	$0	$0
Norman Keefe	Trustee	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	$53,525	$28,274	$722,801	$25,251
2024	$136,588	$9,735	$683,878	$126,853

SEDGWICK-BROOKLIN HISTORICAL SOCIETY