Sippican Historical 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

1963

Legal Domicile

Phone

5087481116

Tax Period

2022-01-01 to 2022-12-31

Sippican Historical Society, founded in 1963, is a small nonprofit that reported $280K in total revenue in fiscal year 2022. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $91K, a strong 32% operating margin.

Mission

Celebrate and preserve the historic New England seaside village character of Marion

Program Service Accomplishments

Program 1

Expenses: $136,467

ISSUE PUBLICATIONS TO TOWN POPULATION TO PROMOTE AND PRESERVE ITEMS OF HISTORICAL INTEREST IN THE TOWN OF MARION AND DONATE TO ORGANIZATIONS WITH SIMILAR GOALS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $160,472

Program Service Revenue $150

Investment Income $95,072

Other Revenue $24,287

TOTAL REVENUE $279,981

Expense Breakdown

Grants Paid $1,250

Salaries & Benefits $72,715

Fundraising Expenses $1,429

Program Expenses $136,467

Other Expenses $115,174

TOTAL EXPENSES $189,139

Year-over-Year Comparison

	2022	2021	Change
Revenue	$279,981	$234,028	+0.2%
Expenses	$189,139	$394,498	-0.5%
Net Income	$90,842	$-160,470	-1.6%

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

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	Role	Reportable Comp	Other Comp	Total
Peter Smith	Curator Emerit.	Director	$0	$0	$0
Alanna Nelson	Executive Dir.	Director	$0	$0	$0
Deborah C Stinson	Director	Director	$0	$0	$0
Anne Converse	Director	Director	$0	$0	$0
Douglas Munro	Director	Director	$0	$0	$0
Robert Darnton	Director	Director	$0	$0	$0
Stan Bradford	Director	Director	$0	$0	$0
Helen Hills	Secretary	Officer Director	$0	$0	$0
Ron Wisner	Treasurer	Officer Director	$0	$0	$0
Sydney H Weinberg	Director	Director	$0	$0	$0
William Tifft	President	Officer Director	$0	$0	$0
Frank McNamee	Vice President	Officer Director	$0	$0	$0
Richard DaSilva	Director	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
2022	$279,981	$189,139	$3,563,680	$90,842
2021	$234,028	$394,498	$4,166,271	$-160,470
2020	$580,666	$430,484	$4,015,028	$150,182
2019	$424,814	$644,530	$3,660,257	$-219,716
2018	$874,584	$204,973	$3,484,136	$669,611