THE SHIRLEY-EUSTIS HOUSE ASSOCIATI… - Form 990 Financial Data

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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

1913

Legal Domicile

Phone

6174422275

Tax Period

2025-01-01 to 2025-12-31

THE SHIRLEY-EUSTIS HOUSE ASSOCIATION, founded in 1913, is a small nonprofit in the Arts, Culture & Humanities sector that reported $587K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $204K, a strong 35% operating margin.

Mission

THE SHIRLEY-EUSTIS HOUSE ASSOCIATION EXISTS TO PRESERVE, MAINTAIN AND INTERPRET THE SHIRLEY-EUSTIS HOUSE AND GROUNDS AS A MUSEUM FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $255,772

MAINTENANCE AND PRESERVATION OF THE HISTORIC SHIRLEY-EUSTIS HOUSE LOCATED IN ROXBURY, MASSACHUSETTS

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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 $189,433

Program Service Revenue $2,831

Investment Income $353,906

Other Revenue $40,713

TOTAL REVENUE $586,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $157,526

Fundraising Expenses $29,208

Program Expenses $255,772

Other Expenses $225,225

TOTAL EXPENSES $382,751

Year-over-Year Comparison

	2025	2024	Change
Revenue	$586,883	$535,841	+0.1%
Expenses	$382,751	$356,973	+0.1%
Net Income	$204,132	$178,868	+0.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE BUCHANAN	EXECUTIVE DIRECTOR	40.00	Highest	$77,460	$3,000	$80,460
FREDERIC DETWILLER	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM KUTTNER	PRESIDENT AND DIRECTOR	4.00	Officer Director	$0	$0	$0
MARY T FLYNN	CLERK AND DIRECTOR	4.00	Officer Director	$0	$0	$0
STEPHEN VITELLO	TREASURER AND DIRECTOR	4.00	Officer Director	$0	$0	$0
EILEEN WOODFORD	DIRECTOR	4.00	Director	$0	$0	$0
JOHN SMITH	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM FINCH	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN GLASCOCK	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA SMITH	DIRECTOR	2.00	Director	$0	$0	$0
JERRY WHEELOCK	DIRECTOR	2.00	Director	$0	$0	$0
LORIE KOMLYN	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA LAMBERT	DIRECTOR	2.00	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
2025	$586,883	$382,751	$3,200,378	$204,132
2024	$535,841	$356,973	$3,057,842	$178,868
2023	$1,098,431	$1,436,857	$2,875,356	$-338,426
2022	$224,178	$325,441	$2,764,430	$-101,263
2021	$199,100	$233,100	$3,461,600	$-34,000
2020	$151,000	$163,900	$3,070,600	$-12,900
2019	$125,500	$209,000	$2,690,800	$-83,500
2018	$253,700	$242,500	$2,318,200	$11,200

THE SHIRLEY-EUSTIS HOUSE ASSOCIATION