SANDY BAY HISTORICAL SOCIETY AND MUSEUMS INCORPORATED

EIN: 046053055 501(c)(3)

ROCKPORT, MA

Total Revenue
$186,599
Total Expenses
$79,551
Total Assets
$1,077,434
Net Assets
$1,077,434
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1925
Legal Domicile
MA
Principal Officer
INGRID BROWN
Phone
9785469533
Tax Period
2024-01-01 to 2024-12-31

SANDY BAY HISTORICAL SOCIETY AND MUSEUMS INCORPORATED, founded in 1925, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue surged 441% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 57% operating margin.

Mission

LOCAL HISTORICAL SOCIETY

Program Service Accomplishments

Program 1
Expenses: $51,538 Revenue: $0

THE SOCIETY IS A REPOSITORY FOR PAINTINGS, ANTIQUES, OTHER ITEMS OF INTEREST AND UNIQUE PUBLICATIONS WHICH ARE USED FOR HISTORICAL AND GENEALOGICAL RESEARCH. THE SOCIETY ALSO MAINTAINS BUILDINGS OF...

Read more

THE SOCIETY IS A REPOSITORY FOR PAINTINGS, ANTIQUES, OTHER ITEMS OF INTEREST AND UNIQUE PUBLICATIONS WHICH ARE USED FOR HISTORICAL AND GENEALOGICAL RESEARCH. THE SOCIETY ALSO MAINTAINS BUILDINGS OF HISTORICAL IMPORTANCE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $158,368
Program Service Revenue $1,261
Investment Income $26,339
Other Revenue $631
TOTAL REVENUE $186,599

Expense Breakdown

Grants Paid $5,600
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $51,538
Other Expenses $73,951
TOTAL EXPENSES $79,551

Year-over-Year Comparison

2024 2023 Change
Revenue $186,599 $34,507 +4.4%
Expenses $79,551 $63,165 +0.3%
Net Income $107,048 $-28,658 -4.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
25
Independent Members
25
Employees
N/A
Volunteers
10

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
5
$0
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANA WOODS VICE PRESIDENT N/A
Officer
$0 $0 $0
MARY YORK PRESIDENT N/A
Officer
$0 $0 $0
INGRID BROWN TREASURER/CURATOR N/A
Officer
$0 $0 $0
TED MEEKER ASST TREASURER N/A
Officer
$0 $0 $0
STEVE SCATTERDAY SECRETARY N/A
Officer
$0 $0 $0
GWEN STEPHENSON DIRECTOR EMERITUS N/A
Director
$0 $0 $0
RICHARD YORK DIRECTOR N/A
Director
$0 $0 $0
MARCIA AUDANO DIRECTOR N/A
Director
$0 $0 $0
ERIN BATTISTELLI DIRECTOR N/A
Director
$0 $0 $0
PETER BERGHOLTZ DIRECTOR N/A
Director
$0 $0 $0
ROBERT BURBANK DIRECTOR N/A
Director
$0 $0 $0
WILLIAM ELWELL DIRECTOR N/A
Director
$0 $0 $0
MICHELLE ELWELL DIRECTOR N/A
Director
$0 $0 $0
KERRY HERRMANN DIRECTOR N/A
Director
$0 $0 $0
NATHAN IVES DIRECTOR N/A
Director
$0 $0 $0
RYAN MACARTHUR DIRECTOR N/A
Director
$0 $0 $0
DICK MORRIS DIRECTOR N/A
Director
$0 $0 $0
PAUL ST GERMAIN DIRECTOR N/A
Director
$0 $0 $0
JACKIE LAGESON DIRECTOR N/A
Director
$0 $0 $0
MARK ATKINSON DIRECTOR N/A
Director
$0 $0 $0
RICHARD FITZPATRICK DIRECTOR N/A
Director
$0 $0 $0
PETER WEBBER DIRECTOR N/A
Director
$0 $0 $0
SEAN FENNESSY DIRECTOR N/A
Director
$0 $0 $0
ANDREA QUINN DIRECTOR N/A
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 $186,599 $79,551 $1,077,434 $107,048
2023 $34,507 $63,165 $970,386 $-28,658
2022 $55,550 $67,692 $999,044 $-12,142
2021 $82,763 $53,226 $1,011,186 $29,537
2020 $33,158 $45,235 $981,649 $-12,077
Explore More Nonprofits
→Top 100 Nonprofits in Massachusetts →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SANDY BAY HISTORICAL SOCIETY AND MUSEUMS INCORPORATED with other nonprofits in Massachusetts and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.