SANDY BAY HISTORICAL SOCIETY AND MUSEUMS INCORPORATED (EIN 046053055) - 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

1925

Legal Domicile

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

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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 $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

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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

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
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

SANDY BAY HISTORICAL SOCIETY AND MUSEUMS INCORPORATED