EXETER HISTORICAL SOCIETY (EIN 026005952) - 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

1963

Legal Domicile

Principal Officer

VICKI GEIS

Phone

6037782335

Tax Period

2023-01-01 to 2023-12-31

EXETER HISTORICAL SOCIETY, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $130K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $28K, a strong 22% operating margin.

Mission

SOCIETY MISSION IS TO RESEARCH AND DOCUMENT ARCHIVAL WORK AND GENEALOGY; COLLECTION MANAGEMENT, STEWARDSHIP, AND PRESERVATION OF ACQUISITIONS; AND PUBLIC EDUCATION AND HISTORICAL PROGRAMMING.

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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 $95,620

Program Service Revenue $11,600

Investment Income $14,615

Other Revenue $8,136

TOTAL REVENUE $129,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,334

Fundraising Expenses $1,087

Program Expenses $86,014

Other Expenses $45,633

TOTAL EXPENSES $101,967

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,971	$155,583	-0.2%
Expenses	$101,967	$90,840	+0.1%
Net Income	$28,004	$64,743	-0.6%

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
VICKI GEIS	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
JONATHAN RING	VICE-CHAIR	3.00	Officer Director	$0	$0	$0
JULIE AVANT	TREASURER	4.00	Officer Director	$0	$0	$0
JILLIAN PRICE	SECRETARY	3.00	Officer Director	$0	$0	$0
JOAN CALDWELL	DIRECTOR	3.00	Director	$0	$0	$0
BETH DIAMOND	DIRECTOR	5.00	Director	$0	$0	$0
JAMES MILLS	DIRECTOR	3.00	Director	$0	$0	$0
ANN SCHIEBER	DIRECTOR	3.00	Director	$0	$0	$0
CAROLINE COLLINS SIECKE	DIRECTOR	3.00	Director	$0	$0	$0
BRIAN SMALLEY	DIRECTOR	3.00	Director	$0	$0	$0
MAGGIE YOUNG	DIRECTOR HS	2.00	Director	$0	$0	$0
ALEX PELLETIER	DIRECTOR HS	2.00	Director	$0	$0	$0
ANDREW HALEPIS	NON-VOTING H	1.00	Director	$0	$0	$0
POPPY SCHAFFER	NON-VOTING H	1.00	Director	$0	$0	$0
PETER SMITH	EMERITUS, NO	N/A	Director	$0	$0	$0
ED ROWAN	EMERITUS, NO	N/A	Director	$0	$0	$0
PAM GJETTUM	EMERITUS, NO	N/A	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	$129,971	$101,967	$501,150	$28,004
2022	$155,583	$90,840	$473,646	$64,743
2021	$120,266	$85,981	$409,403	$34,285
2020	$158,093	$80,348	$383,518	$77,745
2019	$102,043	$82,316	$298,373	$19,727
2018	$92,223	$76,055	$282,101	$16,168

EXETER HISTORICAL SOCIETY