Plymouth Antiquarian Society

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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

1919

Legal Domicile

Phone

5087460012

Tax Period

2023-10-01 to 2024-09-30

Plymouth Antiquarian Society, founded in 1919, is a small nonprofit that reported $242K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Net assets of $4.3M represent 214 months of operating reserves.

Mission

The Plymouth Antiquarian Society is a non-profit educational institution that collects, preserves, and interprets historic houses and artifacts. The Society uses these resources to tell the story of everyday life in Plymouth and New England from the mid-seventeenth century to the present through programs, exhibitions, and other activities. The Society seeks to serve as an educational resource on Plymouth history after the Pilgrim era and to encourage public awareness and understanding of the past.

Program Service Accomplishments

Program 1

Expenses: $211,817 Revenue: $27,455

The Plymouth Antiquarian Society was founded in 1919 with the mission of preserving local history and historic sites in the Town of Plymouth. The Society owns and maintains three historic houses from different centuries - The 1677 Harlow House, The 1749 Spooner House, and The 1809 Hedge House, as well as an ancient Native American site - Sacrifice Rock. The Society welcomes the public to its historic properties for tours, exhibits, and programs. The historic sites serve as important cultural resources for investigating the story of everyday life in Plymouth from colonial times to the modern era. The Society offers a seasonal calendar of special events and programs on local history. Our achievements include ongoing preservation and maintenance projects, research and interpretation of local history, and educational programming for visitors, students and residents.

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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 $117,577

Program Service Revenue $27,455

Investment Income $96,928

Other Revenue $0

TOTAL REVENUE $241,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,470

Fundraising Expenses $11,498

Program Expenses $211,817

Other Expenses $178,294

TOTAL EXPENSES $264,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$241,960	$389,152	-0.4%
Expenses	$264,764	$225,772	+0.2%
Net Income	$-22,804	$163,380	-1.1%

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

100

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
Katherine Angley	Secretary	5.00	Officer Director	$0	$0	$0
Andrea Daly	President	5.00	Officer Director	$0	$0	$0
John Hammond	Trustee	1.00	Director	$0	$0	$0
Kathleen Kearney	Trustee	1.00	Director	$0	$0	$0
Belinda Brewster	2nd VP	5.00	Officer Director	$0	$0	$0
Janis King	Trustee	1.00	Director	$0	$0	$0
Dawn Barrett	Trustee	1.00	Director	$0	$0	$0
Christine Sampson	Trustee	1.00	Director	$0	$0	$0
Arthur Desloges	Trustee	1.00	Director	$0	$0	$0
Susan Fessenden	Trustee	1.00	Director	$0	$0	$0
Eileen Gallerani	Trustee	1.00	Director	$0	$0	$0
Walter Powell	Trustee	1.00	Director	$0	$0	$0
Martha Sulya	Trustee	1.00	Director	$0	$0	$0
Jean Smith	Trustee	1.00	Director	$0	$0	$0
Deborah McCormick	Trustee	1.00	Director	$0	$0	$0
Kimberley Tracy	1st VP	5.00	Officer Director	$0	$0	$0
Charles Vautrain III	Treasurer	5.00	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	$241,960	$264,764	$4,328,264	$-22,804
2023	$389,152	$225,772	$3,643,722	$163,380
2022	$240,138	$184,349	$3,191,056	$55,789
2021	$171,991	$230,707	$3,862,703	$-58,716
2020	$162,858	$307,172	$3,341,082	$-144,314
2019	$247,788	$183,888	$3,332,487	$63,900