Sharon Historical Society (EIN 042767975) - 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

1982

Legal Domicile

Phone

7817849966

Tax Period

2025-01-01 to 2025-12-31

Sharon Historical Society, founded in 1982, is a micro nonprofit that reported $47K in total revenue in fiscal year 2025. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $43K left a modest 7% surplus.

Mission

Research Local History

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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 $29,089

Program Service Revenue $2,380

Investment Income $15,065

Other Revenue $0

TOTAL REVENUE $46,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,397

Other Expenses $43,408

TOTAL EXPENSES $43,408

Year-over-Year Comparison

	2025	2024	Change
Revenue	$46,534	$64,263	-0.3%
Expenses	$43,408	$31,394	+0.4%
Net Income	$3,126	$32,869	-0.9%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristin Slater	President	6.00	Officer Director	$0	$0	$0
Don Williams	Vice President	10.00	Officer Director	$0	$0	$0
Beth McGregor	Secretary	7.00	Officer Director	$0	$0	$0
Carolyn Weeks	Treasurer	6.00	Officer Director	$0	$0	$0
Doug Southard	Chief Archivist	5.00	Director	$0	$0	$0
Maria Anderson	Director	7.00	Director	$0	$0	$0
Paul Lauenstein	Director	7.00	Director	$0	$0	$0
Ken Zaniewski	Director	10.00	Director	$0	$0	$0
Suzi Peck	Director	5.00	Director	$0	$0	$0
Claire Forman	Director	1.00	Director	$0	$0	$0
Bruce Richardson	Director	1.00	Director	$0	$0	$0
Dave Martin	Director	0.00	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	$46,534	$43,408	$579,632	$3,126
2024	$64,263	$31,394	$576,506	$32,869
2023	$83,707	$88,469	$507,912	$-4,762

Sharon Historical Society