ATHOL HISTORICAL SOCIETY INC (EIN 046125643) - 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

1953

Legal Domicile

Principal Officer

ELIZABETH WHIPPS

Phone

9787091762

Tax Period

2025-01-01 to 2025-12-31

ATHOL HISTORICAL SOCIETY INC, founded in 1953, is a small nonprofit that reported $243K in total revenue in fiscal year 2025. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $161K, a strong 66% operating margin.

Mission

THE COLLECTION AND PRESERVATION OF ALL MATTERS AND THINGS PERTAINING TO THE HISTORY OF THE TOWN OF ATHOL, MASS., OR ITS CITIZENS; THE STUDY OF THIS MATERIAL AND EDUCATION OF MEMBERS IN HISTORICAL AND ANTIQUARIAN SUBJECTS RELATING TO THE TOWN; THE COLLECTION OF BOOKS, PAMPHLETS, MANUSCRIPTS AND ARTICLES REFERRING TO ITS HISTORY; THE ACQUISITION OF TITLE TO PROPER BUILDING FOR HOUSING OF THE ABOVE.

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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 $188,660

Program Service Revenue $39,529

Investment Income $3,963

Other Revenue $11,202

TOTAL REVENUE $243,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,879

Other Expenses $82,078

TOTAL EXPENSES $82,078

Year-over-Year Comparison

	2025	2024	Change
Revenue	$243,354	$127,874	+0.9%
Expenses	$82,078	$122,664	-0.3%
Net Income	$161,276	$5,210	+30.0%

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

N/A

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
MICHAEL ADAMS	PRESIDENT	1.00	Officer Director	$0	$0	$0
KENNETH VAIDULAS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH WHIPPS	TREASURER	1.00	Officer Director	$0	$0	$0
DEBRA ELLIS	ASST TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA EATON	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
AL BENJAMIN	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE BENJAMIN	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL EATON	DIRECTOR	1.00	Director	$0	$0	$0
KENT HAGER	DIRECTOR	1.00	Director	$0	$0	$0
SUSANNAH WHIPPS	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
2025	$243,354	$82,078	$404,889	$161,276

ATHOL HISTORICAL SOCIETY INC