BARTLETT HISTORICAL SOCIETY (EIN 202424126) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

SUSAN FRANKLIN

Phone

6033745023

Tax Period

2024-01-01 to 2024-12-31

BARTLETT HISTORICAL SOCIETY, founded in 2006, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $85K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $35K, a strong 41% operating margin.

Mission

AS A HISTORICAL SOCIETY, THE ORGANIZATION MISSION IS THE COLLECTION AND PRESERVATION OF DATA AND ITEMS PERTAINING TO THE HISTORY OF BARTLETT, NH, LIVERMORE, NH AND HART'S LOCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $80,075

Program Service Revenue $0

Investment Income $0

Other Revenue $5,182

TOTAL REVENUE $85,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,143

Program Expenses $36,982

Other Expenses $49,983

TOTAL EXPENSES $49,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,257	$168,927	-0.5%
Expenses	$49,983	$24,544	+1.0%
Net Income	$35,274	$144,383	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
PHILIP FRANKLIN	PRESIDENT, DIRECTOR	40.00	Officer	$0	$0	$0
HANNELORE CHANDLER	VIDE PRESIDENT, DIRECTOR	5.00	Officer	$0	$0	$0
SUSAN FRANKLIN	TREASURER, DIRECTOR	20.00	Officer	$0	$0	$0
SCOTT MALLETT	SECRETARY, DIRECTOR	5.00	Officer	$0	$0	$0
KATHLEEN HOWARD	CURATOR, DIRECTOR	20.00	Officer	$0	$0	$0
NORMAN HEAD	DIRECTOR (EMERITAS)	5.00	Officer	$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	$85,257	$49,983	$606,053	$35,274
2023	$168,927	$24,544	$584,807	$144,383

BARTLETT HISTORICAL SOCIETY