QUINCY HISTORICAL SOCIETY (EIN 046053558) - 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

1942

Legal Domicile

Principal Officer

JAMES P EDWARDS

Phone

6177731144

Tax Period

2024-05-01 to 2025-04-30

QUINCY HISTORICAL SOCIETY, founded in 1942, is a small nonprofit in the Arts, Culture & Humanities sector that reported $177K in total revenue in fiscal year 2024. Expenses of $166K left a modest 7% surplus.

Mission

PROMOTING THE HISTORICAL SIGNIFICANCE OF THE CITY OF QUINCY.

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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 $80,078

Program Service Revenue $0

Investment Income $42,709

Other Revenue $54,493

TOTAL REVENUE $177,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,740

Fundraising Expenses $0

Program Expenses $75,675

Other Expenses $73,946

TOTAL EXPENSES $165,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,280	$164,769	+0.1%
Expenses	$165,686	$164,054	+0.0%
Net Income	$11,594	$715	+15.2%

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

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

$20,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD FITZGERALD	EXECUTIVE DI	35.00	Director	$20,000	$0	$20,000
ALEXANDRA ELLIOTT	EXECUTIVE DI	N/A	Director	$0	$0	$0
STEVEN BRIGGS	VICE PRESIDE	N/A	Officer	$0	$0	$0
JAMES P EDWARDS	PRESIDENT	N/A	Officer	$0	$0	$0
BARBARA ISOLA ESQ	VICE PRESIDE	N/A	Officer	$0	$0	$0
SUSAN RAMEY	SECRETARY	N/A	Officer	$0	$0	$0
ANTHONY RICCI	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
2025	$177,280	$165,686	$742,477	$11,594
2024	$164,769	$164,054	$699,137	$715
2023	$149,983	$159,672	$668,782	$-9,689
2022	$232,002	$155,369	$695,573	$76,633
2021	$159,130	$180,305	$668,161	$-21,175
2020	$262,044	$194,033	$605,244	$68,011
2019	$351,782	$308,138	$576,741	$43,644
2018	$288,043	$155,320	$513,308	$132,723

QUINCY HISTORICAL SOCIETY