BEVERLY HISTORICAL SOCIETY (EIN 042237789) - 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

1891

Legal Domicile

Principal Officer

MICHAEL O'BRIEN

Phone

9789221186

Tax Period

2023-10-01 to 2024-09-30

BEVERLY HISTORICAL SOCIETY, founded in 1891, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $477K, a strong 45% operating margin.

Mission

Historic Beverly collects, preserves, and stewards Beverlys past and present to cultivate public support and appreciation for history; our vision is to share Beverly history with everyone.

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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 $846,962

Program Service Revenue $16,122

Investment Income $186,110

Other Revenue $9,306

TOTAL REVENUE $1,058,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $313,092

Fundraising Expenses $41,651

Program Expenses $397,541

Other Expenses $268,219

TOTAL EXPENSES $581,311

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,058,500	$716,839	+0.5%
Expenses	$581,311	$472,590	+0.2%
Net Income	$477,189	$244,249	+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

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
BEN SCOTT	Trustee	1.00	Director	$0	$0	$0
BARBARA BROUDO	Vice President	1.00	Officer Director	$0	$0	$0
JULIA RABIN	Trustee	1.00	Director	$0	$0	$0
MICHAEL MALER	Trustee	1.00	Director	$0	$0	$0
DAN LOHNES	Trustee	1.00	Director	$0	$0	$0
ELLEN POZAK	Trustee	1.00	Director	$0	$0	$0
ROY GELINEAU	Trustee	1.00	Director	$0	$0	$0
WILLIAM SCANLON	Trustee	1.00	Director	$0	$0	$0
GIN WALLACE	Trustee	1.00	Director	$0	$0	$0
FAY SALT	Trustee	1.00	Director	$0	$0	$0
STEVE CAPODILUPO	Trustee	1.00	Director	$0	$0	$0
MICHAEL O'BRIEN	Treasurer	2.00	Officer Director	$0	$0	$0
ELAINE LIPCAN	Secretary	1.00	Officer Director	$0	$0	$0
VICTORIA CALDWELL	President	1.00	Officer Director	$0	$0	$0
SUSAN GOGANIAN	DIRECTOR	40.00		$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	$1,058,500	$581,311	$4,351,446	$477,189
2023	$716,839	$472,590	$4,073,092	$244,249
2022	$418,914	$545,083	$3,651,130	$-126,169
2021	$1,000,040	$406,690	$4,028,123	$593,350
2020	$462,861	$402,043	$3,289,996	$60,818
2019	$443,507	$457,470	$3,181,393	$-13,963
2018	$414,623	$376,272	$3,219,754	$38,351

BEVERLY HISTORICAL SOCIETY