HAMPTON HISTORICAL SOCIETY (EIN 026013170) - 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

1925

Legal Domicile

Principal Officer

Lori Cotter

Phone

6039290781

Tax Period

2024-11-01 to 2025-10-31

HAMPTON HISTORICAL SOCIETY, founded in 1925, is a micro nonprofit that reported $74K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $35K, a strong 47% operating margin.

Mission

The mission of the Hampton Historical Society is to increase public knowledge and understanding of the history and cultural heritage of the town of Hampton, New Hampshire, from its earliest inhabitants to the present generation. We will communicate that history through an active museum, educational programs, and a resource library.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $29,699

Program Service Revenue $0

Investment Income $26,341

Other Revenue $18,407

TOTAL REVENUE $74,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,256

Other Expenses $39,394

TOTAL EXPENSES $39,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,447	$81,491	-0.1%
Expenses	$39,394	$44,232	-0.1%
Net Income	$35,053	$37,259	-0.1%

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

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
Lori Cotter	President	10	Officer Director	$0	$0	$0
Pat Bushway	Vice President	3	Officer Director	$0	$0	$0
Ed Baechtold	Treasurer	12	Officer Director	$0	$0	$0
Amy Hansen	Co-Secretary	1	Officer Director	$0	$0	$0
Mike Compos	Trustee	6	Director	$0	$0	$0
Gary Grashow	Trustee	6	Director	$0	$0	$0
Mary Ann Nelligan	Co-Secretary	3	Officer Director	$0	$0	$0
Heidi Taracena	Trustee	2	Director	$0	$0	$0
Betty Moore	Trustee	10	Director	$0	$0	$0
Tracey Dewhurst	Trustee	1	Director	$0	$0	$0
Jenne Demac	Trustee	2	Director	$0	$0	$0
Ellen Orlaf	Trustee	3	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	$74,447	$39,394	$527,540	$35,053
2022	$15,137	$50,701	$452,203	$-35,564

HAMPTON HISTORICAL SOCIETY