PEJEPSCOT HISTORICAL SOCIETY

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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

1981

Legal Domicile

Principal Officer

JOHN MCKEON

Phone

2077296606

Tax Period

2023-01-01 to 2023-12-31

PEJEPSCOT HISTORICAL SOCIETY, founded in 1981, is a small nonprofit that reported $332K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Net assets of $2.0M represent 73 months of operating reserves.

Mission

TO PROMOTE AN UNDERSTANDING OF MAINE HISTORY THROUGH THE ESTABLISHMENT AND MAINTENANCE OF MUSEUM FACILITIES AND COLLECTIONS.

Program Service Accomplishments

Program 1

Expenses: $319,058 Revenue: $77,302

TO PROMOTE AN UNDERSTANDING OF MAINE HISTORY THROUGH THE ESTABLISHMENT AND MAINTENANCE OF MUSEUM FACILITIES AND COLLECTIONS. MAINTAIN PROGRAM PUBLICATIONS AND PUBLIC EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $235,206

Program Service Revenue $41,933

Investment Income $14,565

Other Revenue $40,017

TOTAL REVENUE $331,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,686

Fundraising Expenses $0

Program Expenses $319,058

Other Expenses $180,196

TOTAL EXPENSES $356,882

Year-over-Year Comparison

	2023	2022	Change
Revenue	$331,721	$459,023	-0.3%
Expenses	$356,882	$350,259	+0.0%
Net Income	$-25,161	$108,764	-1.2%

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
LINDA MARCHANT	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MCKEON	PRESIDENT	4.00	Officer Director	$0	$0	$0
JO SOUTHARD	TRUSTEE	2.00	Director	$0	$0	$0
KANISORN WONGSRICHANALAI	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN STONE	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA ROCHE	SECRETARY	1.00	Officer Director	$0	$0	$0
ELISABETH DOUCETT	TREASURER	3.00	Officer Director	$0	$0	$0
NANCY PENNELL	TRUSTEE	1.00	Director	$0	$0	$0
GARY MASSANEK	TRUSTEE	1.00	Director	$0	$0	$0
JUNE VAIL	TRUSTEE	1.00	Director	$0	$0	$0
NANCY FOUSHEE	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
PAM GERBI	TRUSTEE	1.00	Director	$0	$0	$0
PEGGY KONITZKY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN OTT	TRUSTEE	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	No data	No data	No data	No data
2023	$331,721	$356,882	$2,028,044	$-25,161
2022	$459,023	$350,259	$1,964,439	$108,764
2021	$383,498	$301,759	$2,172,231	$81,739
2020	$301,794	$234,638	$2,029,233	$67,156
2019	$494,682	$244,371	$1,864,045	$250,311
2018	$300,493	$234,658	$1,542,674	$65,835