SAG HARBOR WHALING & HISTORICAL MUSEUM (EIN 111761496) - 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

1971

Legal Domicile

Principal Officer

FITZPATRICK MALLON

Phone

6317250770

Tax Period

2024-01-01 to 2024-12-31

SAG HARBOR WHALING & HISTORICAL MUSEUM, founded in 1971, is a small nonprofit in the Arts, Culture & Humanities sector that reported $165K in total revenue in fiscal year 2024. Expenses of $184K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE SAG HARBOR WHALING AND HISTORICAL MUSEUM OPERATES AS A NONPROFIT MUSEUM FOR THE PURPOSE OF PROVIDING ACCESS TO A MUSEUM DEDICATED TO THE HISTORY OF THE COMMUNITY. IN PARTICULAR, ITS HISTORY AS A WHALING PORT AND HOW THIS SIGNIFICANTLY IMPACTED THE WHALING INDUSTRY.

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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 $45,425

Program Service Revenue $113,749

Investment Income $0

Other Revenue $5,442

TOTAL REVENUE $164,616

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,909

Fundraising Expenses $5,391

Program Expenses $162,399

Other Expenses $114,132

TOTAL EXPENSES $184,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,616	$154,936	+0.1%
Expenses	$184,041	$179,945	+0.0%
Net Income	$-19,425	$-25,009	-0.2%

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

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

$4,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD DOCTOROW	BOARD MEMBER	5.00	Director	$4,000	$0	$4,000
HINKLE ANNETTE	SECRETARY	5.00	Officer Director	$0	$0	$0
STELLE BETTINA	BOARD MEMBER	2.00	Director	$0	$0	$0
WEINSTEIN BOB	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
MOLLY CHANNING	BOARD MEMBER	2.00	Director	$0	$0	$0
BENJAMIN DIXON	TREASURER	5.00	Officer Director	$0	$0	$0
CHRISTINA HRIBAR	BOARD MEMBER	2.00	Director	$0	$0	$0
RUSSO KATHLEEN	BOARD MEMBER	2.00	Director	$0	$0	$0
FITZPATRICK MALLON	PRESIDENT	5.00	Officer Director	$0	$0	$0
CARROLL MICHAEL	BOARD MEMBER	2.00	Director	$0	$0	$0
HAGEN LINLEY P	BOARD MEMBER	2.00	Director	$0	$0	$0
DRAKOULIAS PETER	BOARD MEMBER	2.00	Director	$0	$0	$0
COOPER ROGER	BOARD MEMBER	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	$164,616	$184,041	$292,749	$-19,425
2024	$164,616	$184,041	$292,749	$-19,425
2023	$154,936	$179,945	$318,015	$-25,009
2022	$157,299	$173,117	$346,886	$-15,818
2021	$185,579	$151,423	$365,479	$34,156
2020	$124,131	$113,090	$332,301	$11,041
2019	$163,284	$178,843	$326,257	$-15,559
2018	$161,291	$202,495	$367,602	$-41,204

SAG HARBOR WHALING & HISTORICAL MUSEUM