GRAFTON HISTORICAL SOCIETY

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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

1962

Legal Domicile

Principal Officer

ROBERT DONALD

Phone

8028432584

Tax Period

2025-01-01 to 2025-12-31

GRAFTON HISTORICAL SOCIETY, founded in 1962, is a micro nonprofit that reported $39K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. Net assets of $321K represent 98 months of operating reserves.

Mission

THE PURPOSE OF THIS EDUCATIONAL, NON-PROFIT SOCIETY IS TO BRING TOGETHER PERSONS INTERESTED IN HISTORY; TO DISCOVER AND COLLECT ANY MATERIALS AND ARTIFACTS ILLUSTRATIVE OF LIFE, CONDITIONS, EVENTS AND ACTIVITIES OF THE PAST AND PRESENT PERTINENT TO THE HISTORY OF GRAFTON, VT.

Program Service Accomplishments

Program 1

Expenses: $27,164

THE ORGANIZATION CREATES AND STAFFS A MUSEUM IN AN HISTORIC HOME IN GRAFTON, VT. THERE ARE PERMANENT EXHIBITS AS WELL AS EDUCATIONAL PROGRAMS, KEEPING FILES ON HISTORIC HOUSES AND TAPING ORAL HISTORY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $25,689

Program Service Revenue $0

Investment Income $6,425

Other Revenue $7,263

TOTAL REVENUE $39,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,088

Fundraising Expenses $0

Program Expenses $27,164

Other Expenses $18,752

TOTAL EXPENSES $38,840

Year-over-Year Comparison

	2025	2024	Change
Revenue	$39,377	$43,068	-0.1%
Expenses	$38,840	$44,348	-0.1%
Net Income	$537	$-1,280	-1.4%

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
ROBERT DONALD	TREASURER	1.00	Officer Director	$0	$0	$0
MARIO HERNANDEZ-KENYON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELE CHESSON KRAMER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KIM MACK	DIRECTOR	1.00	Director	$0	$0	$0
MARYANNE DONALD	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICIA ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
SHERYL FISHER MILLER	DIRECTOR	1.00	Director	$0	$0	$0
SANDY STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE ALEXANDER	DIRECTOR	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
2025	$39,377	$38,840	$323,983	$537
2024	$43,068	$44,348	$314,621	$-1,280
2023	$-816,485	$64,527	$310,726	$-881,012
2022	$130,545	$73,392	$1,181,500	$57,153
2021	$89,458	$87,498	$1,232,180	$1,960
2020	$123,850	$60,314	$1,221,548	$63,536