Sandwich Historical Society Inc (EIN 042295133) - 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

2010

Legal Domicile

Phone

5088880251

Tax Period

2024-01-01 to 2024-12-31

Sandwich Historical Society Inc, founded in 2010, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $1.1M left a modest 6% surplus.

Mission

MUSEUM RELATING TO HISTORY OF GLASS INDUSTRY IN SANDWICH, MA.

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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 $275,034

Program Service Revenue $502,062

Investment Income $15,478

Other Revenue $351,325

TOTAL REVENUE $1,143,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $617,458

Fundraising Expenses $91,088

Program Expenses $513,014

Other Expenses $455,548

TOTAL EXPENSES $1,073,006

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,143,899	$1,204,196	-0.1%
Expenses	$1,073,006	$889,029	+0.2%
Net Income	$70,893	$315,167	-0.8%

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

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

$151,511

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Fisher	Executive Director	40.00	Key Emp	$94,091	$0	$94,091
Daniel Barrie	Fractional CFO	20.00	Key Emp	$57,420	$0	$57,420
John G Kennan Jr	President	2.00	Officer Director	$0	$0	$0
Jay C Weber	Vice President	2.00	Officer Director	$0	$0	$0
Scott Floeck	Secretary	1.00	Officer Director	$0	$0	$0
Thomas Nelson	Treasurer	2.00	Officer Director	$0	$0	$0
Karen Hirschman Burnes	Trustee	1.00	Director	$0	$0	$0
Ed Collupy	Trustee	2.00	Director	$0	$0	$0
Sidney Hutter	Trustee	1.00	Director	$0	$0	$0
Susan Kinnear	Trustee	1.00	Director	$0	$0	$0
David Leary	Trustee	2.00	Director	$0	$0	$0
Maria Martell	Trustee	1.00	Director	$0	$0	$0
David McDermott	Trustee	2.00	Director	$0	$0	$0
Margy OBrien	Trustee	1.00	Director	$0	$0	$0
Debbie Tarsitano	Trustee	1.00	Director	$0	$0	$0
Catherine Thomas	Trustee	1.00	Director	$0	$0	$0
Michelle Trammel	Trustee	1.00	Director	$0	$0	$0
Taylor White	Trustee	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	$1,143,899	$1,073,006	$2,201,228	$70,893
2023	$1,262,977	$891,835	$2,110,555	$371,142
2023	$1,204,196	$889,029	$2,055,847	$315,167
2022	$881,063	$852,820	$1,709,977	$28,243
2021	$969,978	$915,711	$1,684,446	$54,267
2021	$967,495	$837,462	$1,675,757	$130,033
2021	$969,978	$915,711	$1,684,446	$54,267
2020	$604,022	$815,893	$1,563,009	$-211,871
2019	$800,546	$791,330	$1,740,626	$9,216

Sandwich Historical Society Inc