ORLEANS HISTORICAL SOCIETY INC (EIN 046168175) - 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

1958

Principal Officer

CRISTINA HARTER

Phone

5082401329

Tax Period

2023-01-01 to 2023-12-31

ORLEANS HISTORICAL SOCIETY INC, founded in 1958, is a small nonprofit in the Arts, Culture & Humanities sector that reported $130K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $230K exceeded revenue, resulting in a 77% operating deficit.

Mission

THE COLLECTION AND PRESERVATION OF HISTORICAL ARTIFACTS RELATING TO THE TOWN OF ORLEANS, MA 02653.

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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 $87,545

Program Service Revenue $22,639

Investment Income $6,033

Other Revenue $14,052

TOTAL REVENUE $130,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,702

Fundraising Expenses $822

Program Expenses $186,764

Other Expenses $210,573

TOTAL EXPENSES $230,275

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,269	$82,006	+0.6%
Expenses	$230,275	$195,759	+0.2%
Net Income	$-100,006	$-113,753	-0.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN C STRADAL	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
CRISTINA HARTER	TREASURER	2.00	Officer Director	$0	$0	$0
WILLIAM WIBEL	SECRETARY	2.00	Officer Director	$0	$0	$0
KENNETH FEARN	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN RITA	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE STEVENS	DIRECTOR	2.00	Director	$0	$0	$0
KARA YUEN	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM AMARU	DIRECTOR	2.00	Director	$0	$0	$0
JOAN BARNES	DIRECTOR	2.00	Director	$0	$0	$0
SARAH CIAMPA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JEFF WEBB	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$130,269	$230,275	$1,428,517	$-100,006
2022	$82,006	$195,759	$1,465,525	$-113,753
2021	$480,222	$197,089	$1,633,395	$283,133
2020	$380,097	$111,729	$1,402,835	$268,368
2019	$357,179	$203,968	$925,415	$153,211
2018	$401,594	$333,117	$730,201	$68,477

ORLEANS HISTORICAL SOCIETY INC