THE LONGMEADOW HISTORICAL SOCIETY (EIN 046068202) - 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

1900

Legal Domicile

Principal Officer

ALFRED MCKEE

Phone

4135675904

Tax Period

2023-10-01 to 2024-09-30

THE LONGMEADOW HISTORICAL SOCIETY, founded in 1900, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $54K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 51% operating margin.

Mission

TO PRESERVE OUR TOWN'S HISTORY AND INSPIRE PUBLIC AWARENESS OF THE PEOPLE, PLACES, AND EVENTS THAT HAVE CONTRIBUTED TO LONGMEADOW'S HISTORY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $19,195

Program Service Revenue $126

Investment Income $34,428

Other Revenue $0

TOTAL REVENUE $53,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $141

Program Expenses $22,935

Other Expenses $26,107

TOTAL EXPENSES $26,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$53,749	$38,769	+0.4%
Expenses	$26,107	$36,146	-0.3%
Net Income	$27,642	$2,623	+9.5%

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
TIMOTHY CASEY	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA CYBULSKI	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE HATCH	DIRECTOR	1.00	Director	$0	$0	$0
BETH HOFF	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MARINELLI	TREASURER	5.00	Officer Director	$0	$0	$0
ALFRED MCKEE	PRESIDENT	5.00	Officer Director	$0	$0	$0
BETSY MCKEE	SECRETARY	2.00	Officer Director	$0	$0	$0
DR LEONARD SHAKER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA TAUPIER	DIRECTOR	1.00	Director	$0	$0	$0
BECKY VITKAUSKAS	DIRECTOR	1.00	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	$53,749	$26,107	$275,099	$27,642

THE LONGMEADOW HISTORICAL SOCIETY