SHELBURNE HISTORICAL SOCIETY (EIN 046087178) - 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

1972

Legal Domicile

Principal Officer

MARCIA TETREAULT

Phone

4136256150

Tax Period

2023-01-01 to 2023-12-31

SHELBURNE HISTORICAL SOCIETY, founded in 1972, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $68K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $13K, a strong 19% operating margin.

Mission

HISTORICAL SOCIETY. MAINTAINS MUSEUM AND LIBRARY.

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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 $2,439

Program Service Revenue $0

Investment Income $50,188

Other Revenue $15,255

TOTAL REVENUE $67,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,420

Fundraising Expenses $0

Program Expenses $54,754

Other Expenses $51,334

TOTAL EXPENSES $54,754

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,882	$58,003	+0.2%
Expenses	$54,754	$64,339	-0.1%
Net Income	$13,128	$-6,336	-3.1%

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
ANGUS DUN	TRUSTEE	2.00	Director	$0	$0	$0
BARBARA GIGUERE	TRUSTEE	2.00	Director	$0	$0	$0
JERRY HOYT	PRESIDENT	3.00	Officer Director	$0	$0	$0
PAM KELLEHER	TRUSTEE	2.00	Director	$0	$0	$0
PIPER PICHETTE	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN SAMORISKI	TRUSTEE	2.00	Director	$0	$0	$0
MARCIA TETREAULT	TREASURER	5.00	Officer Director	$0	$0	$0
GRAHAM WARDER	TRUSTEE	2.00	Director	$0	$0	$0
JAMES WHOLEY	TRUSTEE	2.00	Director	$0	$0	$0
PRUDENCE WHOLEY	SECRETARY	2.00	Officer 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	No data	No data	No data	No data
2023	$67,882	$54,754	$1,261,538	$13,128
2022	$58,003	$64,339	$1,248,410	$-6,336
2021	$127,198	$101,552	$1,254,746	$25,646
2020	$79,368	$58,851	$1,229,100	$20,517
2019	$63,883	$66,143	$1,208,583	$-2,260
2018	$52,611	$37,815	$1,210,843	$14,796

SHELBURNE HISTORICAL SOCIETY