Swampscott Historical Society Inc (EIN 046361239) - 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

1920

Legal Domicile

Phone

7815990278

Tax Period

2024-01-01 to 2024-12-31

Swampscott Historical Society Inc, founded in 1920, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $16K in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $41K exceeded revenue, resulting in a 148% operating deficit.

Mission

Maintenance of a national register listed first period historic house/museum; preservation of records, photos, artifacts, etc. relating to the history of Swampscott; educational programs for members and residents.

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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 $11,004

Program Service Revenue $0

Investment Income $0

Other Revenue $5,454

TOTAL REVENUE $16,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,875

Other Expenses $40,876

TOTAL EXPENSES $40,876

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,458	$33,614	-0.5%
Expenses	$40,876	$28,137	+0.5%
Net Income	$-24,418	$5,477	-5.5%

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
Molly Conner	President	12	Officer Director	$0	$0	$0
Andrea Liftman	Vice President	5	Officer Director	$0	$0	$0
Karen Galante	Secretary	6	Officer Director	$0	$0	$0
Douglas B Maitland	Treasurer	12	Officer Director	$0	$0	$0
Duncan H Maitland	Board of Governors	3	Director	$0	$0	$0
Mary Cassidy	Board of Governors	4	Director	$0	$0	$0
Barbara Whalen	Board of Governors	4	Director	$0	$0	$0
Carla Guarnieri	Board of Governors	3	Director	$0	$0	$0
George Chaisson	Board of Governors	3	Director	$0	$0	$0
Nancy Schultz	Board of Governors	4	Director	$0	$0	$0
Brian Drummond	Board of Governors	3	Director	$0	$0	$0
Connie Carman	Board of Governors	4	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	$16,458	$40,876	$769,806	$-24,418
2023	$33,614	$28,136	$794,224	$5,478
2022	$80,736	$45,073	$788,746	$35,663
2021	$37,087	$16,842	$753,082	$20,245

Swampscott Historical Society Inc