BRAINTREE HISTORICAL SOCIETY INC

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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

1938

Legal Domicile

Principal Officer

DEREK MANNING

Phone

7818481640

Tax Period

2024-05-01 to 2025-04-30

BRAINTREE HISTORICAL SOCIETY INC, founded in 1938, is a small nonprofit in the Arts, Culture & Humanities sector that reported $142K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $1.2M represent 105 months of operating reserves.

Mission

HISTORICAL RESEARCH, EDUCATION, MAINTENANCE AND PRESERVATION OF THE BIRTHPLACE OF SYLVANUS THAYER.

Program Service Accomplishments

Program 1

Expenses: $100,809 Revenue: $3,220

HISTORICAL RESEARCH AND PRESERVATION OF THAYER BIRTHPLACE AND HISTORIC RELICS OF THE TOWN OF BRAINTREE

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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 $119,707

Program Service Revenue $805

Investment Income $0

Other Revenue $21,305

TOTAL REVENUE $141,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,809

Other Expenses $148,039

TOTAL EXPENSES $148,039

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,817	$157,358	-0.1%
Expenses	$148,039	$231,488	-0.4%
Net Income	$-6,222	$-74,130	-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
GAIL BURNS	DIRECTOR	0.50	Director	$0	$0	$0
GAIL SACCONE	DIRECTOR	0.50	Director	$0	$0	$0
DEREK MANNING	PRESIDENT	0.50	Director	$0	$0	$0
CHRISTOPHER GRIFFIN	VICE PRESIDENT	0.50	Director	$0	$0	$0
CLAUDIA SHUTTER	DIRECTOR	0.50	Director	$0	$0	$0
ADRIENNE WHITEHOUSE	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN LEONARD	DIRECTOR	8.00	Officer	$0	$0	$0
SONYA SHAW	VICE PRESIDENT	2.00	Officer	$0	$0	$0
NOREEN GOODHUE	CLERK	2.00	Officer	$0	$0	$0
ALAN FLOWERS	CORRESPONDING SECRETARY	2.00	Officer	$0	$0	$0
MARY FRAZIER	CURATOR	0.50	Officer	$0	$0	$0
ROBERT HARRIS	IMMEDIATE PAST PRESIDENT	2.00	Officer	$0	$0	$0
MARTA GOOGINS	DIRECTOR	2.00	Officer	$0	$0	$0
RYAN DANIELS	DIRECTOR	2.00	Officer	$0	$0	$0
JUSTINE HUANG	DIRECTOR	2.00	Officer	$0	$0	$0
JOHN THOMPSON	TREASURER	8.00	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
2025	$141,817	$148,039	$1,654,098	$-6,222
2024	$157,358	$231,488	$1,663,336	$-74,130
2023	$142,080	$181,869	$1,777,172	$-39,789
2022	$150,164	$206,567	$1,867,519	$-56,403
2021	$189,598	$225,715	$1,908,531	$-36,117
2020	$161,173	$194,190	$1,966,831	$-33,017
2019	$119,663	$135,753	$2,030,439	$-16,090
2018	$93,608	$165,836	$2,059,189	$-72,228