DORSET HISTORICAL SOCIETY (EIN 030262977) - 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

ROCCO MAGGIOTTO

Phone

8028670331

Tax Period

2024-01-01 to 2024-12-31

DORSET HISTORICAL SOCIETY, founded in 1963, is a small nonprofit that reported $231K in total revenue in fiscal year 2024. Revenue surged 153% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 56% operating margin.

Mission

THE MISSION IS TO DEVELOP AND PRESERVE THE HISTORY OF DORSET, ITS EVIRONS AND ITS PEOPLE

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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 (2024)

Revenue Breakdown

Contributions & Grants $152,151

Program Service Revenue $0

Investment Income $78,840

Other Revenue $0

TOTAL REVENUE $230,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,042

Fundraising Expenses $0

Program Expenses $80,997

Other Expenses $93,205

TOTAL EXPENSES $101,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,991	$91,168	+1.5%
Expenses	$101,247	$76,924	+0.3%
Net Income	$129,744	$14,244	+8.1%

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
NAN BAMBARA	Director	1.00	Director	$0	$0	$0
KATIE WAINWRIGHT	Director	1.00	Director	$0	$0	$0
KEVIN O'TOOLE	Director	1.00	Director	$0	$0	$0
KATHERINE DICKENSON	Director	1.00	Director	$0	$0	$0
MEGAN THORN	Director	1.00	Director	$0	$0	$0
RACHE SIMMONS	President	2.00	Officer	$0	$0	$0
SALLYAN PELLETIER	Vice President	2.00	Officer	$0	$0	$0
DONN HUTCHINSON	Secretary	2.00	Officer	$0	$0	$0
ROCCO MAGGIOTTO	Treasurer	2.00	Officer	$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	$230,991	$101,247	$2,285,958	$129,744
2023	$91,168	$76,924	$2,043,116	$14,244
2022	$663,484	$93,208	$1,864,922	$570,276
2021	$823,564	$88,490	$1,433,540	$735,074
2020	$44,960	$84,227	$685,825	$-39,267
2019	$71,637	$82,909	$705,241	$-11,272
2018	$89,051	$78,829	$700,719	$10,222

DORSET HISTORICAL SOCIETY