HARVARD HISTORICAL SOCIETY

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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

1987

Legal Domicile

Principal Officer

DONALD SIEGRIST

Phone

7742750385

Tax Period

2023-01-01 to 2023-12-31

HARVARD HISTORICAL SOCIETY, founded in 1987, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $91K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. Net assets of $1.2M represent 155 months of operating reserves.

Mission

TO COLLECT AND PRESERVE HISTORICAL MATERIAL AND ARTIFACTS, TO ENCOURAGE RESEARCH INTO LOCALHISTORY AND TO OFFER HISTORICAL EDUCATION OPPORTUNITIES TO THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $43,558 Revenue: $11,945

COLLECTION AND PRESERVATION OF HISTORICAL ARTIFACTS

Program 2

MUSEUM COSTS FOR COLLECTION, EXHIBITS AND 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 $18,125

Program Service Revenue $11,945

Investment Income $44,259

Other Revenue $17,028

TOTAL REVENUE $91,357

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $72

Program Expenses $43,558

Other Expenses $89,999

TOTAL EXPENSES $89,999

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,357	$63,219	+0.4%
Expenses	$89,999	$72,984	+0.2%
Net Income	$1,358	$-9,765	-1.1%

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

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
STEVE ABRAMS	PRESIDENT	5.00	Officer Director	$0	$0	$0
DENIS WAGNER	2ND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DON SIEGRIST	TREASURER	5.00	Officer Director	$0	$0	$0
CARLENE PHILLIPS	RECORDING SECRETARY	5.00	Officer Director	$0	$0	$0
RUTH BAKUN	DIRECTOR	2.00	Director	$0	$0	$0
PAT JENNINGS	DIRECTOR	2.00	Director	$0	$0	$0
CAROL LANDRY	DIRECTOR	2.00	Director	$0	$0	$0
THEODORE MAXANT	DIRECTOR	2.00	Director	$0	$0	$0
CLAIRE RINDENELLO	DIRECTOR	2.00	Director	$0	$0	$0
DOUG SLADE	DIRECTOR	2.00	Director	$0	$0	$0
DAVID MARTENEY	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA MARTENEY	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTIE GLYNN	DIRECTOR	2.00	Director	$0	$0	$0
JENNY PURNELL	CORRESPONDING SECRETARY	5.00	Officer Director	$0	$0	$0
JOAN BLUE	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	$91,357	$89,999	$1,180,524	$1,358
2022	$63,219	$72,984	$1,179,166	$-9,765
2021	$72,754	$66,565	$1,188,931	$6,189
2020	$54,722	$66,434	$1,182,742	$-11,712