OYSTER BAY HISTORICAL SOCIETY (EIN 116083183) - 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

1960

Legal Domicile

Tax Period

2018-07-01 to 2019-06-30

OYSTER BAY HISTORICAL SOCIETY, founded in 1960, is a small nonprofit that reported $162K in total revenue in fiscal year 2018. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 15% operating margin.

Mission

MUSEUM, EDUCATIONAL EXHIBITS AND GENEALOGICAL RESEARCH

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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 $165,607

Program Service Revenue $0

Investment Income $3

Other Revenue $-3,161

TOTAL REVENUE $162,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,976

Fundraising Expenses $0

Program Expenses $32,756

Other Expenses $39,517

TOTAL EXPENSES $137,493

Year-over-Year Comparison

	2018	2017	Change
Revenue	$162,449	$130,173	+0.2%
Expenses	$137,493	$157,666	-0.1%
Net Income	$24,956	$-27,493	-1.9%

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

$63,222

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENICE EVANS-SHEPPARD	EXECUTIVE DIRECTOR	40.00	Director	$63,222	$0	$63,222
STEPHEN WALKER	PRESIDENT	4.00	Officer Director	$0	$0	$0
BARBARA WILDFIER	SECRETARY	4.00	Officer Director	$0	$0	$0
GAIL WALKER	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
IRIS WILLIAMS	TRUSTEE	4.00	Officer Director	$0	$0	$0
VINCE SILVERIO	TREASURER	4.00	Officer Director	$0	$0	$0
MARGARET ROSS	TRUSTEE	0.00	Officer Director	$0	$0	$0
PAULA BRACKEN	TRUSTEE	0.00	Officer Director	$0	$0	$0
JILL MORRISON	TRUSTEE	4.00	Officer Director	$0	$0	$0
SUSAN PETERSON	TRUSTEE	0.00	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
2019	$162,449	$137,493	$98,079	$24,956

OYSTER BAY HISTORICAL SOCIETY