PETERBOROUGH HISTORICAL SOCIETY (EIN 020333624) - 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

1902

Legal Domicile

Principal Officer

MICHELLE STAHL

Phone

6039243235

Tax Period

2023-08-01 to 2024-07-31

PETERBOROUGH HISTORICAL SOCIETY, founded in 1902, is a small nonprofit in the Arts, Culture & Humanities sector that reported $137K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $172K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO CONNECT RESIDENTS AND VISITORS TO THE HISTORY AND CULTURE OF THE MONADNOCK REGION OF NH

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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 $108,301

Program Service Revenue $11,582

Investment Income $16,674

Other Revenue $271

TOTAL REVENUE $136,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,298

Fundraising Expenses $1,521

Program Expenses $149,440

Other Expenses $81,138

TOTAL EXPENSES $172,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,828	$121,197	+0.1%
Expenses	$172,436	$168,910	+0.0%
Net Income	$-35,608	$-47,713	-0.3%

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

N/A

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

$68,827

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH FROST	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
LISA BASS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KITTY BASS CLOUD	DIRECTOR	1.00	Director	$0	$0	$0
JAMES KELLY	TREASURER	1.00	Officer Director	$0	$0	$0
AMY MEYERS	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT ROPER	PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM WESTHEIMER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM FRANTZ	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MANNS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE STAHL	EXECUTIVE DIREC	40.00	Officer	$68,827	$0	$68,827

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	$136,828	$172,436	$1,305,176	$-35,608
2023	$121,197	$168,910	$879,616	$-47,713
2022	$214,356	$138,150	$940,696	$76,206
2021	$126,058	$141,781	$878,202	$-15,723
2020	$156,352	$141,979	$819,982	$14,373
2019	$107,872	$145,751	$813,367	$-37,879

PETERBOROUGH HISTORICAL SOCIETY