SOUTHAMPTON HISTORY MUSEUM

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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

1910

Legal Domicile

Principal Officer

GERALD ADAMS

Phone

6312832494

Tax Period

2023-01-01 to 2023-12-31

SOUTHAMPTON HISTORY MUSEUM, founded in 1910, is a small nonprofit that reported $781K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $667K left a modest 15% surplus.

Mission

The Southampton History Museum preserves and promotes the history and culture of Southampton by engaging diverse audiences in our shared heritage.

Program Service Accomplishments

Program 1

Expenses: $340,925 Revenue: $18,200

Preservation and promotion of the history and culture of Southampton by engaging diverse audiences in our shared heritage THROUGH THE MAINTAINING OF MUSEUMS AND THEIR HISTORICAL ARTIFACTS, AS WELL AS...

Program 2

Expenses: $17,157 Revenue: $3,516

EDUCATIONAL PROGRAMS

Program 3

Expenses: $12,492

MAINTENANCE OF HALSEY HOUSE

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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 $714,659

Program Service Revenue $3,516

Investment Income $86,758

Other Revenue $-23,869

TOTAL REVENUE $781,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $372,526

Fundraising Expenses $139,670

Program Expenses $370,574

Other Expenses $294,571

TOTAL EXPENSES $667,097

Year-over-Year Comparison

	2023	2022	Change
Revenue	$781,064	$829,057	-0.1%
Expenses	$667,097	$657,081	+0.0%
Net Income	$113,967	$171,976	-0.3%

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

Volunteers

105

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

$87,769

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS EDMONDS-OFF 32023	Executive Direc	40.00	Director	$50,538	$0	$50,538
SARAH KAUTZ-ON 92023	Executive Dir.	40.00	Director	$37,231	$0	$37,231
SEAN DENENY-OFF 42024	Trustee	2.00	Director	$0	$0	$0
GERALD ADAMS	Treasurer	2.00	Officer Director	$0	$0	$0
JOHN RACHAEL	Secretary	2.00	Officer Director	$0	$0	$0
KERIN REA GUIDERA-OFF 42024	Trustee	2.00	Director	$0	$0	$0
AVERITT BUTTRY	Trustee	2.00	Director	$0	$0	$0
MEGHAN BISHOP	Trustee	2.00	Director	$0	$0	$0
ROBERT BECK	Trustee	2.00	Director	$0	$0	$0
JAY DIESING	Trustee	2.00	Director	$0	$0	$0
STEPHANIE HILL THAYER-OFF 424	Second Vice Pre	2.00	Officer Director	$0	$0	$0
DAVID GRANVILLE-OFF 42024	Trustee	2.00	Director	$0	$0	$0
ZACH EPLEY-OFF 42024	Trustee	2.00	Director	$0	$0	$0
ELIZABETH LEAR-OFF 42024	Trustee	2.00	Director	$0	$0	$0
Terry Moan - On 52024	Trustee	0.00	Director	$0	$0	$0
EDWARD MONEYPENNY	First Vice Pres	2.00	Officer Director	$0	$0	$0
FR PATRICK EDWARDS	President	2.00	Officer Director	$0	$0	$0
DOUG HALSEY-OFF 42024	Trustee	2.00	Director	$0	$0	$0
GERRI MCWHINNIE-OFF 42024	Trustee	2.00	Director	$0	$0	$0
Quinn Pofahl - On 52024	Trustee	0.00	Director	$0	$0	$0
A HALSEY-STORCH-OFF 42024	Trustee	2.00	Director	$0	$0	$0
Mary Slattery - On 52024	Trustee	0.00	Director	$0	$0	$0
Sally Van Erk-On 52024	Trustee	0.00	Director	$0	$0	$0
HILARY WOODWARD	Second V.P.	2.00	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	$781,064	$667,097	$4,446,015	$113,967
2022	$829,057	$657,081	$4,121,666	$171,976
2021	$1,054,191	$666,798	$4,338,831	$387,393
2020	$716,784	$573,679	$4,063,137	$143,105
2019	$612,391	$612,117	$3,750,790	$274