BARRE HISTORICAL SOCIETY INC (EIN 046068928) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

W ROBERT BENTLEY

Phone

9783554040

Tax Period

2024-04-01 to 2025-03-31

BARRE HISTORICAL SOCIETY INC, founded in 1961, is a micro nonprofit that reported $55K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Net assets of $627K represent 138 months of operating reserves.

Mission

THE BARRE HISTORICAL SOCIETY WAS STARTED IN 1909 AND HAS BEEN A PUBLIC CHARITY SINCE 1964. THE BOARD OF DIRECTORS IS MADE UP OF DIVERSE INDIVIDUALS SUCH AS TEACHERS, FARMERS AND BUSINESS PEOPLE. THERE ARE NO DISQUALIFIED INDIVIDUALS. THE ORGANIZATION PRESERVES, PROTECTS, INTERPRETS, DISPLAYS AND RESTORES RARE HISTORICAL ARTIFACTS AND DOCUMENTS FOR THE EDUCATION OF THE GENERAL PUBLIC. IT'S PUBLIC PROGRAMS PROVIDE EDUCATION ABOUT THE HISTORY OF BARRE, MA AND SURROUNDING TOWNS IN THE STATE OF MASSACHUSETTS. THE ORGANIZATION PROVIDES A PLACE FOR STUDY AND RESEARCH FOR WRITERS AND EDUCATORS. THE ORGANIZATION RECEIVES IT'S SUPPORT FROM THE GENERAL PUBLIC, TRUSTS AND PRIVATE FOUNDATIONS THROUGH DONATIONS AND MEMBERSHIPS. THE ORGANIZATION SOLICITS DONATIONS FROM LOCAL BUSINESSES AND THE GENERAL PUBLIC THROUGH LETTERS, POSTCARDS THROUGH PUBLIC PROGRAMS. MEMBERS OF THE ORGANIZATION ATTEND AN ANNUAL CEMETERY EVENT IN ORDER TO RECEIVE SUPPORT FROM A LOCAL TRUST. THE ORGANIZATION DOES NOT SUPPORT O

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $38,949

Program Service Revenue $0

Investment Income $4,705

Other Revenue $10,947

TOTAL REVENUE $54,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,431

Other Expenses $56,534

TOTAL EXPENSES $56,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,601	$108,007	-0.5%
Expenses	$56,534	$52,544	+0.1%
Net Income	$-1,933	$55,463	-1.0%

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

Governance

Voting Members

Independent Members

N/A

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
LUCY ALLEN	HISTORIAN	N/A	Director	$0	$0	$0
EILEEN BOHIGIAN	CURATOR	N/A	Director	$0	$0	$0
DAVID FLICK	ASSISTANT TR	N/A	Director	$0	$0	$0
KAY POTTER FLICK	SECRETARY	N/A	Director	$0	$0	$0
CHRISTOPHER HIGGINS	DIRECTOR	N/A	Director	$0	$0	$0
KELLEE MURPHY	DIRECTOR	N/A	Director	$0	$0	$0
JAMES VAN WERT	DIRECTOR	N/A	Director	$0	$0	$0
W ROBERT BENTLEY	PRESIDENT	N/A	Officer	$0	$0	$0
JOSEPH HOOD	TREASURER	N/A	Officer	$0	$0	$0
STEPHANIE YOUNG	VICE PRESIDE	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	$54,601	$56,534	$627,600	$-1,933
2024	$108,007	$52,544	$629,532	$55,463
2023	$66,729	$52,334	$574,069	$14,395
2022	$132,379	$41,086	$559,673	$91,293

BARRE HISTORICAL SOCIETY INC