Sterling Historical Society Inc (EIN 046140811) - 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

1935

Legal Domicile

Principal Officer

Kevin Soucy

Phone

9784226139

Tax Period

2023-07-01 to 2024-06-30

Sterling Historical Society Inc, founded in 1935, is a micro nonprofit that reported $48K in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 53% operating margin.

Mission

CONTINUING PRESERVATION OF THE TOWN OF STERLING HISTORICAL ARTIFACTS AND RELATED EDUCATIONAL PROGRAMS

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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 $3,345

Program Service Revenue $0

Investment Income $45,004

Other Revenue $0

TOTAL REVENUE $48,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,382

Other Expenses $22,565

TOTAL EXPENSES $22,565

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,349	$29,653	+0.6%
Expenses	$22,565	$31,854	-0.3%
Net Income	$25,784	$-2,201	-12.7%

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

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
Kevin Soucy	Treasurer	10.00	Officer	$0	$0	$0
Brendon Windwood	Secretary	10.00	Officer	$0	$0	$0
Loret Schur	President	10.00	Officer	$0	$0	$0
Barbara Roberti	Vice President	10.00	Officer	$0	$0	$0
Thomas Kokernak	Trustee	5.00	Director	$0	$0	$0
Terry Heinold	Trustee	5.00	Director	$0	$0	$0
Clare Fisher	Trustee	5.00	Director	$0	$0	$0
John Woodsmall Jr	Trustee	5.00	Director	$0	$0	$0
Lyman Rugg	Trustee	5.00	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	No data	No data	No data	No data
2024	$48,349	$22,565	$589,735	$25,784
2023	$29,653	$31,854	$563,951	$-2,201
2022	$-17,251	$30,337	$566,152	$-47,588
2021	$108,868	$19,999	$613,740	$88,869
2020	$10,911	$19,747	$524,871	$-8,836

Sterling Historical Society Inc