ORLEANS COUNTY HISTORICAL SOCIETY (EIN 036010727) - 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

1916

Principal Officer

MOLLY VEYSEY

Phone

8027542022

Tax Period

2023-01-01 to 2023-12-31

ORLEANS COUNTY HISTORICAL SOCIETY, founded in 1916, is a small nonprofit in the Arts, Culture & Humanities sector that reported $549K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. Net assets of $2.5M represent 55 months of operating reserves.

Mission

THE MISSION OF THE ORLEANS COUNTY HISTORICAL SOCIETY IS TO BRING LIFE TO THE HISTORY OF ORLEANS COUNTY IN WAY THAT INVITE EXPLORATION, SPARK CONNECTION, AND BUILD MEANING.

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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 $349,215

Program Service Revenue $142,607

Investment Income $45,480

Other Revenue $11,249

TOTAL REVENUE $548,551

Expense Breakdown

Grants Paid $0

Salaries & Benefits $308,386

Fundraising Expenses $0

Program Expenses $529,073

Other Expenses $240,103

TOTAL EXPENSES $548,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$548,551	$412,240	+0.3%
Expenses	$548,489	$512,451	+0.1%
Net Income	$62	$-100,211	-1.0%

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

100

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
FRANK CARBONNEAU	TRUSTEE	1.00	Director	$0	$0	$0
SARA DAVIES COE	TRUSTEE	1.00	Director	$0	$0	$0
JANE GREENWOD	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM HART	TRUSTEE	1.00	Director	$0	$0	$0
SALLY HARVEY	TRUSTEE	1.00	Director	$0	$0	$0
LUCINDA HERRICK	TRUSTEE	1.00	Director	$0	$0	$0
CARMEN JACKSON	EMERITA	1.00	Director	$0	$0	$0
ANN LAWLESS	TRUSTEE	1.00	Director	$0	$0	$0
LINDA MICHNIEWICZ	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL PELLERIN	TRUSTEE	1.00	Director	$0	$0	$0
TENA STARR	TRUSTEE	1.00	Director	$0	$0	$0
DAWN ANDREWS	PRESIDENT	1.00	Officer	$0	$0	$0
RACHEL ONUF	SECRETARY	1.00	Officer	$0	$0	$0
ROGER SHULTZ	TREASURER	1.00	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	No data	No data	No data	No data
2023	$548,551	$548,489	$2,528,813	$62
2022	$412,240	$512,451	$2,519,916	$-100,211
2021	$358,822	$364,399	$2,675,147	$-5,577
2020	$415,771	$295,364	$2,581,996	$120,407
2019	$618,064	$279,968	$2,431,193	$338,096
2018	$508,844	$559,063	$2,575,933	$-50,219

ORLEANS COUNTY HISTORICAL SOCIETY