MEDFORD HISTORICAL SOCIETY (EIN 221911164) - 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

Phone

6096545382

Tax Period

2018-07-01 to 2019-06-30

MEDFORD HISTORICAL SOCIETY, founded in 1971, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $27K in total revenue in fiscal year 2018. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $26K left a modest 4% surplus.

Mission

The mission of the Medford Historical Society is to research, record, preserve, maintain and promote the general history of Medford and Medford Historical Society holdings, making them available to the community, schools, and other organizations.

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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 $12,329

Program Service Revenue $0

Investment Income $724

Other Revenue $14,136

TOTAL REVENUE $27,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $898

Program Expenses $19,596

Other Expenses $26,043

TOTAL EXPENSES $26,043

Year-over-Year Comparison

	2018	2017	Change
Revenue	$27,189	$45,212	-0.4%
Expenses	$26,043	$41,390	-0.4%
Net Income	$1,146	$3,822	-0.7%

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

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
WILLIAM STAUTS	President	5.00	Officer Director	$0	$0	$0
HOLLY DOYLE	1st Vice Presid	1.00	Officer Director	$0	$0	$0
RICHARD BUCKO	2nd Vice Presid	1.00	Officer Director	$0	$0	$0
KELLY MAGUIRE	Secretary	2.00	Officer Director	$0	$0	$0
DAVID VAUGHN	Treasurer	5.00	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	$27,189	$26,043	$315,550	$1,146

MEDFORD HISTORICAL SOCIETY