Medfield Historical Society

EIN: 042447517 501(c)(3)

Medfield, MA

Total Revenue
$19,264
Total Expenses
$15,912
Total Assets
N/A
Net Assets
N/A
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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
1969
Legal Domicile
MA
Principal Officer
DAVID TEMPLE
Phone
5083594773
Tax Period
2023-01-01 to 2023-12-31

Medfield Historical Society, founded in 1969, is a micro nonprofit that reported $19K in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3K, a strong 17% operating margin.

Mission

Historical museum and education

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $19,110
Program Service Revenue $0
Investment Income $154
Other Revenue $0
TOTAL REVENUE $19,264

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $19,264
Other Expenses $15,912
TOTAL EXPENSES $15,912

Year-over-Year Comparison

2023 2022 Change
Revenue $19,264 $11,454 +0.7%
Expenses $15,912 $11,875 +0.3%
Net Income $3,352 $-421 -9.0%
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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
20

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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID TEMPLE President N/A
Officer
$0 $0 $0
DANIEL MEDEIROS Treasurer N/A
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
2023 $19,264 $15,912 No data $3,352
2022 $11,454 $11,875 $214,649 $-421
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