Barre Historical Society (EIN 036010615) - 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

1995

Legal Domicile

Phone

8024795600

Tax Period

2024-01-01 to 2024-12-31

Barre Historical Society, founded in 1995, is a small nonprofit that reported $106K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $123K exceeded revenue, resulting in a 16% operating deficit.

Mission

Preservation, restoration,maintenance, and adaptive reuse of National Historic Landmark site buildings for the benefit of the community, and education and research related to the site and history of Barre Vermont.

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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 $35,506

Program Service Revenue $5,448

Investment Income $24

Other Revenue $65,220

TOTAL REVENUE $106,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,148

Program Expenses $97,382

Other Expenses $123,264

TOTAL EXPENSES $123,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,198	$222,826	-0.5%
Expenses	$123,264	$140,676	-0.1%
Net Income	$-17,066	$82,150	-1.2%

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

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
Ruth Ruttenberg	President	10.00	Officer Director	$0	$0	$0
Karen Lane	Vice President	15.00	Officer Director	$0	$0	$0
Dirk Van Susteren	Secretary	5.00	Officer Director	$0	$0	$0
Mark Greenberg	Director	2.00	Director	$0	$0	$0
Carolyn Shapiro	Director	15.00	Director	$0	$0	$0
Nick Sivret	Director	2.00	Director	$0	$0	$0
Harry Strand	Director	1.00	Director	$0	$0	$0
Martin Scanlon	Director	1.00	Director	$0	$0	$0
Caitlin Corkins	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
2024	$106,198	$123,264	$686,620	$-17,066
2023	$222,826	$140,676	$714,032	$82,150
2022	$65,923	$54,891	$620,937	$11,032
2021	No data	No data	$612,503	No data
2021	$49,858	$49,043	$611,654	$815
2020	$69,811	$70,101	$612,503	$-290
2019	$85,089	$95,237	$622,253	$-10,148
2018	$170,747	$43,462	$630,668	$127,285

Barre Historical Society