MATTAPOISETT HISTORICAL SOCIETY (EIN 046130266) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

CAROLE CLIFFORD

Phone

5087582844

Tax Period

2023-01-01 to 2023-12-31

MATTAPOISETT HISTORICAL SOCIETY, founded in 1958, is a small nonprofit that reported $105K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $50K, a strong 48% operating margin.

Mission

HISTORICAL SOCIETY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $88,617

Program Service Revenue $7,767

Investment Income $7,545

Other Revenue $715

TOTAL REVENUE $104,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,268

Fundraising Expenses $637

Program Expenses $45,844

Other Expenses $35,250

TOTAL EXPENSES $54,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,644	$96,767	+0.1%
Expenses	$54,518	$94,992	-0.4%
Net Income	$50,126	$1,775	+27.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLE CLIFFORD	PRESIDENT	5.00	Officer Director	$0	$0	$0
DANIELLE DION	TREASURER	5.00	Officer Director	$0	$0	$0
ABIGAIL FIELD	DIRECTOR	3.00	Director	$0	$0	$0
PAULINE HAMEL	DIRECTOR	3.00	Director	$0	$0	$0
CANDACE LEE HEALD	DIRECTOR	3.00	Director	$0	$0	$0
DARCY LEE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LOUIS MARTIN	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER MCINTIRE	SECRETARY	5.00	Officer Director	$0	$0	$0
KIM RANDALL	DIRECTOR	3.00	Director	$0	$0	$0
GAIL ROBERT	DIRECTOR	3.00	Director	$0	$0	$0
DAVID WALEGA	DIRECTOR	3.00	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
2023	$104,644	$54,518	$589,980	$50,126
2022	$96,767	$94,992	$505,735	$1,775
2021	$144,032	$62,814	$554,094	$81,218

MATTAPOISETT HISTORICAL SOCIETY