Little Compton Historical Society Inc (EIN 056010240) - 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

1937

Legal Domicile

Principal Officer

Steven Lubar

Tax Period

2023-01-01 to 2023-12-31

Little Compton Historical Society Inc, founded in 1937, is a small nonprofit in the Arts, Culture & Humanities sector that reported $402K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 19% operating margin.

Mission

Preservation of historical buildings, artifacts, and related community education.

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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 $336,573

Program Service Revenue $5,725

Investment Income $55,283

Other Revenue $4,172

TOTAL REVENUE $401,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,123

Fundraising Expenses $27,227

Program Expenses $225,831

Other Expenses $164,303

TOTAL EXPENSES $326,426

Year-over-Year Comparison

	2023	2022	Change
Revenue	$401,753	$277,571	+0.4%
Expenses	$326,426	$273,428	+0.2%
Net Income	$75,327	$4,143	+17.2%

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

$87,405

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marjory OToole	Executive Director	40.00	Key Emp	$87,405	$0	$87,405
Caroline Wordell	Director	2.00	Director	$0	$0	$0
Michael Steers	Director	0.50	Director	$0	$0	$0
Paul Suttell	Director	0.50	Director	$0	$0	$0
Rowan Acebes	Director	0.50	Director	$0	$0	$0
Charles Truslow	Director	0.50	Director	$0	$0	$0
Richard Menoche	Director	0.50	Director	$0	$0	$0
Juanita Goulart	Director	0.50	Director	$0	$0	$0
Carolyn Montgomery	Director	0.50	Director	$0	$0	$0
Fred Bridge	Director	8.00	Director	$0	$0	$0
Shelley Bowen	Director	8.00	Director	$0	$0	$0
Richard Lisle	Director	0.50	Director	$0	$0	$0
Christopher Rawson	Director	0.50	Director	$0	$0	$0
J William Middendorf Jr	Director	0.50	Director	$0	$0	$0
Helen Richmond Webb	Secretary	0.50	Officer Director	$0	$0	$0
Jane Lorch	Vice President	2.00	Officer Director	$0	$0	$0
Bartlett Brownell	Treasurer	12.00	Officer Director	$0	$0	$0
George Kilborn	Asst Treasurer	1.00	Officer Director	$0	$0	$0
Steven Lubar	President	4.00	Officer 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	$401,753	$326,426	$2,887,245	$75,327
2022	$277,571	$273,428	$2,536,118	$4,143
2021	$1,337,898	$281,947	$2,773,911	$1,055,951
2020	$192,290	$181,044	$1,557,325	$11,246
2019	$200,152	$192,429	$1,415,667	$7,723
2018	$231,396	$180,818	$1,252,667	$50,578

Little Compton Historical Society Inc