BERKSHIRE COUNTY 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

JOHN HAMILTON

Tax Period

2025-01-01 to 2025-12-31

BERKSHIRE COUNTY HISTORICAL SOCIETY, founded in 1962, is a small nonprofit in the Arts, Culture & Humanities sector that reported $265K in total revenue in fiscal year 2025. Expenses of $298K exceeded revenue, resulting in a 13% operating deficit.

Mission

BCHS FOUNDED IN 1962 FOR THE PURPOSE OF COLLECTING, PRESERVING, AND EDUCATING THE PUBLIC ABOUT THE HISTORY OF BERKSHIRE COUNTY.

Program Service Accomplishments

Program 1

Expenses: $284,339 Revenue: $252,132

RECORD, PRESERVE AND COLLECT MATERIAL PERTAINING TO THE HISTORY OF BERKSHIRE COUNTY, MASSACHUSETTS, AND TO DISSEMINATE KNOWLEDGE OBTAINED FROM THAT MATERIAL, THROUGH PRESENATION OF LECTURE SERVICES...

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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 $143,103

Program Service Revenue $91,252

Investment Income $11,630

Other Revenue $19,164

TOTAL REVENUE $265,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,100

Fundraising Expenses $0

Program Expenses $284,339

Other Expenses $171,324

TOTAL EXPENSES $298,424

Year-over-Year Comparison

	2025	2024	Change
Revenue	$265,149	$245,825	+0.1%
Expenses	$298,424	$297,988	+0.0%
Net Income	$-33,275	$-52,163	-0.4%

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
VALERIE ANDERSEN	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER ARCHIBALD	TREASURER	2.00	Officer Director	$0	$0	$0
MATT BROGAN	DIRECTOR	2.00	Director	$0	$0	$0
LINDA CANTONI	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SHARON COE	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN HAMILTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
CORNELIUS CJ HOSS	DIRECTOR	2.00	Director	$0	$0	$0
JENNA SCIUTO	DIRECTOR	2.00	Director	$0	$0	$0
SARAH TRUDGEON	DIRECTOR	2.00	Director	$0	$0	$0
JENNA WARE	DIRECTOR	2.00	Director	$0	$0	$0
LAURIE WERNER	DIRECTOR	2.00	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	$265,149	$298,424	$961,631	$-33,275
2024	$245,825	$297,988	$994,687	$-52,163
2023	$382,474	$259,068	$1,048,474	$123,406
2022	$236,193	$264,600	$931,773	$-28,407
2021	$417,899	$224,761	$955,666	$193,138
2021	$417,899	$224,761	$968,163	$193,138
2020	$370,017	$185,799	$750,861	$184,218
2020	$370,017	$173,302	$763,358	$196,715
2019	$150,219	$183,595	$566,079	$-33,376