LEXINGTON HISTORICAL SOCIETY

EIN: 046113452 501(c)(3) Arts, Culture & Humanities

LEXINGTON, MA

Total Revenue
$1,402,456
Total Expenses
$907,433
Total Assets
$6,988,745
Net Assets
$6,851,798
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1886
Legal Domicile
MA
Principal Officer
CRAIG SANDLER
Phone
7818621703
Tax Period
2024-01-01 to 2024-12-31

LEXINGTON HISTORICAL SOCIETY, founded in 1886, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $495K, a strong 35% operating margin.

Mission

TO BE A PREMIER INTERPRETER OF THE EVENTS OF APRIL 1775 AND STEWARD OF THE TOWN'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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $853,416
Program Service Revenue $159,861
Investment Income $211,019
Other Revenue $178,160
TOTAL REVENUE $1,402,456

Expense Breakdown

Grants Paid $0
Salaries & Benefits $446,292
Fundraising Expenses $0
Program Expenses $571,356
Other Expenses $461,141
TOTAL EXPENSES $907,433

Year-over-Year Comparison

2024 2023 Change
Revenue $1,402,456 $998,552 +0.4%
Expenses $907,433 $1,049,160 -0.1%
Net Income $495,023 $-50,608 -10.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
27
Independent Members
26
Employees
48
Volunteers
222

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
6
$0
Total Directors
27
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONNA HOOPER DIRECTOR 1.00
Director
$0 $0 $0
BARRY CUNHA DIRECTOR 1.00
Director
$0 $0 $0
ANNE LEE EXECUTIVE DIRECTOR 1.00
Director
$0 $0 $0
MARY KEENAN DIRECTOR 1.00
Director
$0 $0 $0
VERONICA CAIRA TREASURER (UNTIL AUGUST 2024) 1.00
Officer Director
$0 $0 $0
MARSHA BAKER CLERK 1.00
Officer Director
$0 $0 $0
PAUL O'SHAUGHNESSY FIRST VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
BILL POOLE DIRECTOR EMERITUS 1.00
Director
$0 $0 $0
REBECCA MOORE SECOND VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
GEORGE GAMOTA DIRECTOR 1.00
Director
$0 $0 $0
JUDD LIEBMAN TREASURER (FROM SEPTEMBER 2024) 1.00
Officer Director
$0 $0 $0
CRAIG SANDLER PRESIDENT 1.00
Officer Director
$0 $0 $0
LESTER SAVAGE DIRECTOR 1.00
Director
$0 $0 $0
HUA WANG DIRECTOR 1.00
Director
$0 $0 $0
ELIZABETH KOCHI DIRECTOR 1.00
Director
$0 $0 $0
MARIAN COHEN DIRECTOR 1.00
Director
$0 $0 $0
JUDITH CROCKER DIRECTOR 1.00
Director
$0 $0 $0
SEAN OSBORNE DIRECTOR 1.00
Director
$0 $0 $0
BILL MIX DIRECTOR EMERITUS 1.00
Director
$0 $0 $0
RICHARD PAGETT DIRECTOR EMERITUS 1.00
Director
$0 $0 $0
SUSAN ROCKWELL DIRECTOR EMERITUS 1.00
Director
$0 $0 $0
PAUL ROSS DIRECTOR EMERITUS 1.00
Director
$0 $0 $0
THOMAS TAYLOR DIRECTOR EMERITUS 1.00
Director
$0 $0 $0
CHARLIE VAIL DIRECTOR EMERITUS 1.00
Director
$0 $0 $0
DAVID WELLS DIRECTOR EMERITUS 1.00
Director
$0 $0 $0
CARLA FORTMANN DIRECTOR 1.00
Director
$0 $0 $0
CHRISTEL MCCARTHY 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 No data No data No data No data
2024 $1,402,456 $907,433 $6,988,745 $495,023
2023 $998,552 $1,049,160 $6,149,988 $-50,608
2023 $996,563 $1,047,650 $6,167,619 $-51,087
2022 $801,211 $992,945 $6,361,793 $-191,734
2021 $1,179,150 $677,349 $7,097,713 $501,801
2020 $717,348 $546,429 $6,295,028 $170,919
2019 $572,028 $666,908 $6,082,714 $-94,880
2018 $980,061 $662,326 $5,707,502 $317,735
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