THE SHAKER HERITAGE SOCIETY (EIN 222186087) - 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

1977

Legal Domicile

Principal Officer

DANIELLE KRUPA

Phone

5184567890

Tax Period

2025-01-01 to 2025-03-31

THE SHAKER HERITAGE SOCIETY, founded in 1977, is a micro nonprofit that reported $58K in total revenue in fiscal year 2024. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $121K exceeded revenue, resulting in a 106% operating deficit.

Mission

TO CELEBRATE AND INTERPRET AMERICA'S FIRST SHAKER SETTLEMENT AND PRESERVE IT FOR THE BENEFIT OF FUTURE GENERATIONS

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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 $51,293

Program Service Revenue $3,896

Investment Income $62

Other Revenue $3,146

TOTAL REVENUE $58,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,797

Fundraising Expenses $6,690

Program Expenses $84,907

Other Expenses $71,742

TOTAL EXPENSES $120,539

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,397	$424,743	-0.9%
Expenses	$120,539	$381,210	-0.7%
Net Income	$-62,142	$43,533	-2.4%

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

$16,263

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE KRUPA	PRESIDENT	0.00	Officer Director	$0	$0	$0
THERESE DALY	TREASURER	0.00	Officer Director	$0	$0	$0
STEPHEN IACHETTA	TRUSTEE	0.00	Director	$0	$0	$0
JAMES PROUT	TRUSTEE	0.00	Director	$0	$0	$0
FREDERICK ACUNTO	TRUSTEE	0.00	Director	$0	$0	$0
MATTHEW A MILLER	TRUSTEE	0.00	Director	$0	$0	$0
KIMBERLY WELLS	TRUSTEE	0.00	Director	$0	$0	$0
ANN THORNTON	TRUSTEE	0.00	Director	$0	$0	$0
JOHANNA BATMAN	EXECUTIVE DIRECTOR	40.00	Officer	$16,263	$0	$16,263

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
2025	$58,397	$120,539	$995,076	$-62,142
2024	$478,145	$395,148	$1,125,755	$82,997
2023	$424,743	$381,210	$1,011,089	$43,533
2022	$476,656	$335,837	$863,075	$140,819
2021	$304,054	$342,466	$777,901	$-38,412
2020	$198,179	$249,417	$757,141	$-51,238
2019	$231,246	$309,082	$769,631	$-77,836
2018	$234,686	$294,950	$784,976	$-60,264

THE SHAKER HERITAGE SOCIETY