MANCHESTER HISTORICAL SOCIETY (EIN 036007649) - 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

1981

Legal Domicile

Principal Officer

ANDY SHAW

Phone

8025494582

Tax Period

2024-10-01 to 2025-09-30

MANCHESTER HISTORICAL SOCIETY, founded in 1981, is a small nonprofit that reported $141K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $53K, a strong 37% operating margin.

Mission

TO COLLECT, PRESERVE, INTERPRET , AND PRESENT THE STORY OF MANCHESTER, VERMONT THROUGH RESEARCH, COLLECTION, EXHIBITIONS, PROGRAMS AND PUBLICATIONS.

🔒

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 $94,571

Program Service Revenue $886

Investment Income $45,886

Other Revenue $0

TOTAL REVENUE $141,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,382

Fundraising Expenses $2,018

Program Expenses $78,368

Other Expenses $50,445

TOTAL EXPENSES $88,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,343	$126,938	+0.1%
Expenses	$88,827	$74,336	+0.2%
Net Income	$52,516	$52,602	0.0%

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

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
FREDERICA TEMPLETON	President	10.00	Officer Director	$0	$0	$0
KIM RIZIO	Vice President	2.00	Officer Director	$0	$0	$0
PETER KINDER	Director	0.50	Director	$0	$0	$0
LAURA HEINEL	Director	2.00	Director	$0	$0	$0
BILL BADGER	Director	0.50	Director	$0	$0	$0
COURTNEY CALLO	Director	0.50	Director	$0	$0	$0
IRENE COLE	Director	0.50	Director	$0	$0	$0
MIKE DIMONDA	Director	0.50	Director	$0	$0	$0
MICHAEL POWERS	Director	0.50	Director	$0	$0	$0
MEG KENNEY	Director	0.50	Director	$0	$0	$0
ANDY SHAW	Secretary	0.50	Officer Director	$0	$0	$0
MELISSA OLIVA	Director	0.50	Director	$0	$0	$0
SARAH MCCLINTOCK	Director	0.50	Director	$0	$0	$0
SARAH CAVANAGH	Director	0.50	Director	$0	$0	$0
ROBYN HARRINGTON	Treasurer	0.50	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	$141,343	$88,827	$913,421	$52,516
2024	$126,938	$74,336	$784,754	$52,602
2023	$108,925	$64,565	$624,609	$44,360
2022	$101,285	$82,510	$539,368	$18,775
2021	$103,316	$66,766	$585,871	$36,550
2020	$119,459	$63,728	$515,148	$55,731
2019	$109,477	$114,255	$435,908	$-4,778
2018	$294,875	$56,185	$432,488	$238,690

MANCHESTER HISTORICAL SOCIETY