New Hampshire Historical Society (EIN 020233250) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1823

Legal Domicile

Principal Officer

William Dunlap

Phone

6038560602

Tax Period

2023-10-01 to 2024-09-30

New Hampshire Historical Society, founded in 1823, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $2.4M left a modest 7% surplus.

Mission

To educate a diverse public about New Hampshire's past and its relationship to our lives today.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $710,069

Program Service Revenue $157,375

Investment Income $1,470,731

Other Revenue $233,274

TOTAL REVENUE $2,571,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,203,113

Fundraising Expenses $210,411

Program Expenses $1,605,671

Other Expenses $1,189,856

TOTAL EXPENSES $2,392,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,571,449	$1,731,658	+0.5%
Expenses	$2,392,969	$2,485,913	0.0%
Net Income	$178,480	$-754,255	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$271,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marcia Schmidt Blaine	Trustee (start 6/2024)	1.00	Director	$0	$0	$0
Colin Cabot	Trustee (start 6/2024)	1.00	Director	$0	$0	$0
Robert J Dietel	Trustee (start 6/2024)	1.00	Director	$0	$0	$0
John E Friberg Jr	Trustee (end 6/2024)	1.00	Director	$0	$0	$0
Helen H Frink	Trustee	1.00	Director	$0	$0	$0
Mark Goldstein	Trustee (start 3/2024)	1.00	Director	$0	$0	$0
Anne L Hamilton	Trustee (start 6/2024)	1.00	Director	$0	$0	$0
Rebecca WS More	Trustee	1.00	Director	$0	$0	$0
Barbara A Pitsch	Trustee	1.00	Director	$0	$0	$0
Ann G Remus	Trustee	1.00	Director	$0	$0	$0
Marilyn G Soper	Trustee	1.00	Director	$0	$0	$0
Kurt M Swenson	Trustee	1.00	Director	$0	$0	$0
Roberta EC Tenney	Trustee	1.00	Director	$0	$0	$0
Bryant F Tolles Jr	Trustee	1.00	Director	$0	$0	$0
William P Veillette	Trustee	1.00	Director	$0	$0	$0
Robert A Wells	Trustee	1.00	Director	$0	$0	$0
Benjamin H Wilson	Trustee	1.00	Director	$0	$0	$0
David B Ruedig	Chair (end 6/2024)	2.00	Officer Director	$0	$0	$0
Joseph L Taggart	Vice Chair/Chair (start 6/2024)	2.00	Officer Director	$0	$0	$0
Sylvia B Larsen	Vice Chair	1.00	Officer Director	$0	$0	$0
Gregg R Tewksbury	Treasurer	1.00	Officer Director	$0	$0	$0
William W Upton	Secretary (end 6/2024)	1.00	Officer Director	$0	$0	$0
Terry M Knowles	Trustee; Secretary (start 6/2024)	1.00	Officer Director	$0	$0	$0
William Dunlap	President & CEO	40.00	Officer	$160,256	$8,013	$168,269
Michael Marr	Director of Finance	40.00	Officer	$97,873	$4,882	$102,755
Joan Desmarais	Vice President	40.00	Highest	$109,807	$5,942	$115,749

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	$2,571,449	$2,392,969	$28,586,469	$178,480
2023	$1,731,658	$2,485,913	$25,766,319	$-754,255
2022	$4,524,384	$2,197,234	$25,324,321	$2,327,150
2021	$2,104,190	$2,062,965	$27,164,397	$41,225
2020	$1,337,043	$2,130,080	$24,130,492	$-793,037
2019	$3,549,794	$2,095,160	$24,085,575	$1,454,634
2018	$2,441,810	$2,104,677	$23,924,030	$337,133

New Hampshire Historical Society