MARSHFIELD HISTORICAL SOCIETY INC (EIN 046186884) - 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

1913

Legal Domicile

Principal Officer

DAVID WELCH

Phone

7818340100

Tax Period

2018-01-01 to 2018-12-31

MARSHFIELD HISTORICAL SOCIETY INC, founded in 1913, is a micro nonprofit that reported $10K in total revenue in fiscal year 2018. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $13K exceeded revenue, resulting in a 22% operating deficit.

Mission

PRESERVE HISTORIC STRUCTURES; COLLECT, DISPLAY AND PRESERVE ARTIFACTS, ARCHIVES AND PHOTOGRAPHS; AND EDUCATE AND INFORM THE PUBLIC ABOUT THE HISTORY OF MARSHFIELD THROUGH OPEN HOUSES, GUEST LECTURES, & HOST CULTURAL/HISTORICAL EVENTS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $2,220

Program Service Revenue $3,364

Investment Income $23

Other Revenue $4,755

TOTAL REVENUE $10,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,692

Other Expenses $12,692

TOTAL EXPENSES $12,692

Year-over-Year Comparison

	2018	2017	Change
Revenue	$10,362	$14,549	-0.3%
Expenses	$12,692	$13,540	-0.1%
Net Income	$-2,330	$1,009	-3.3%

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

100

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
PAUL BOWERS	DIRECTOR	1.00	Director	$0	$0	$0
JANE DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
BILL FRUGOLI	DIRECTOR	1.00	Director	$0	$0	$0
GLENN MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK OVERSTREET	DIRECTOR	1.00	Director	$0	$0	$0
DOROTHY MELCHER	DIRECTOR/CURATOR	5.00	Director	$0	$0	$0
DAVID WELCH	PRESIDENT	2.00	Officer	$0	$0	$0
CINDY CASTRO	VICE PRESIDENT	1.00	Officer	$0	$0	$0
ALLEN UHLER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
BARBARA PEARSON	SECRETARY	1.00	Officer	$0	$0	$0
GLORIA O'GRADY	TREASURER	2.00	Officer	$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
2018	$10,362	$12,692	$662,827	$-2,330

MARSHFIELD HISTORICAL SOCIETY INC