BRATTLEBORO HISTORICAL SOCIETY (EIN 030285167) - 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

1982

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

BRATTLEBORO HISTORICAL SOCIETY, founded in 1982, is a small nonprofit that reported $110K in total revenue in fiscal year 2023. Revenue surged 347% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 88% operating margin.

Mission

HISTORIC PRESERVATION OF BRATTLEBORO, VT.

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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 $97,636

Program Service Revenue $0

Investment Income $11,226

Other Revenue $1,466

TOTAL REVENUE $110,328

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,700

Other Expenses $13,305

TOTAL EXPENSES $13,305

Year-over-Year Comparison

	2023	2022	Change
Revenue	$110,328	$24,689	+3.5%
Expenses	$13,305	$28,550	-0.5%
Net Income	$97,023	$-3,861	-26.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL FARRINGTON	Secretary	1.00	Officer Director	$0	$0	$0
JOSH CARNES	Vice President	1.00	Director	$0	$0	$0
BOB CORNELLIER	TRUSTEE	1.00	Director	$0	$0	$0
KAREN DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
GARY GOODEMOTE	Treasurer	1.00	Director	$0	$0	$0
LEE HA	President	1.00	Director	$0	$0	$0
BILL HOLIDAY	TRUSTEE	1.00	Director	$0	$0	$0
JOE RIVERS	TRUSTEE	1.00	Director	$0	$0	$0
PETER ROOT	TRUSTEE	1.00	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
2023	$110,328	$13,305	$460,219	$97,023

BRATTLEBORO HISTORICAL SOCIETY