SHERBORN HISTORICAL SOCIETY (EIN 046059666) - 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

1971

Legal Domicile

Principal Officer

DOUGLAS BROWN

Phone

3025215840

Tax Period

2025-01-01 to 2025-12-31

SHERBORN HISTORICAL SOCIETY, founded in 1971, is a small nonprofit that reported $462K in total revenue in fiscal year 2025. Revenue surged 1326% from the prior year, signaling strong growth momentum. The organization ran a surplus of $451K, a strong 98% operating margin.

Mission

The purpose of the Society is to collect, display, store, and preserve artifacts, information, and documents concerning our local history and to use our resources to provide educational services to our community and the public at large.

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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 $458,195

Program Service Revenue $0

Investment Income $2,190

Other Revenue $1,492

TOTAL REVENUE $461,877

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,238

Program Expenses $1,400

Other Expenses $11,169

TOTAL EXPENSES $11,169

Year-over-Year Comparison

	2025	2024	Change
Revenue	$461,877	$32,390	+13.3%
Expenses	$11,169	$12,713	-0.1%
Net Income	$450,708	$19,677	+21.9%

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
Douglas Brown	President	1.00	Officer	$0	$0	$0
Megan Hermida Lu	Vice President	2.00	Officer	$0	$0	$0
Jane Branch	Treasurer	2.00	Officer	$0	$0	$0
George Motley	Secretary	0.50	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	$461,877	$11,169	$577,827	$450,708
2025	$461,877	$11,169	$577,827	$450,708
2025	$461,877	$11,169	$577,827	$450,708
2025	$461,877	$11,169	$577,827	$450,708

SHERBORN HISTORICAL SOCIETY