SOUTH END HISTORICAL SOCIETY INC (EIN 046149016) - 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

1967

Legal Domicile

Principal Officer

ROBERT BARNEY

Phone

6178750311

Tax Period

2024-07-01 to 2025-06-30

SOUTH END HISTORICAL SOCIETY INC, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $279K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $177K, a strong 64% operating margin.

Mission

PRESERVATION OF HISTORIC LANDMARKS

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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 (2024)

Revenue Breakdown

Contributions & Grants $116,087

Program Service Revenue $0

Investment Income $61,993

Other Revenue $100,861

TOTAL REVENUE $278,941

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,734

Fundraising Expenses $0

Program Expenses $15,096

Other Expenses $40,718

TOTAL EXPENSES $101,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$278,941	$179,166	+0.6%
Expenses	$101,452	$74,216	+0.4%
Net Income	$177,489	$104,950	+0.7%

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

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 LEABMAN	PRESIDENT	4.00	Officer Director	$0	$0	$0
MARYELLEN HASSELL	1ST VICE PRE	4.00	Officer Director	$0	$0	$0
PAUL CURTIS	2ND VICE PRE	2.00	Officer Director	$0	$0	$0
ANNE SMART	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT BARNEY	TREASURER	2.00	Officer Director	$0	$0	$0
HARVEY J WOLKOFF ESQ	COUNSEL	2.00	Director	$0	$0	$0
JOHN NEALE	HISTORIAN	2.00	Director	$0	$0	$0
NANCY PARKER WILSON	FUNDRAISING	2.00	Director	$0	$0	$0
CATHY MAROTTA	COMMUNITY RE	2.00	Director	$0	$0	$0
RUSS LOPEZ	COMMUNICATIO	2.00	Director	$0	$0	$0
FRANCES BLAIR	MEETINGS CHA	2.00	Director	$0	$0	$0
TED VASILOU	DIRECTOR AT	2.00	Director	$0	$0	$0
PAUL WRIGHT	PRESERVATION	2.00	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	$278,941	$101,452	$1,308,740	$177,489
2024	No data	No data	No data	No data
2023	$252,149	$76,194	$830,589	$175,955
2022	$80,274	$72,733	$768,738	$7,541
2021	$129,094	$69,191	$839,373	$59,903
2020	$95,496	$72,368	$689,262	$23,128
2019	$92,268	$76,272	$637,692	$15,996

SOUTH END HISTORICAL SOCIETY INC