HAMBURG HISTORICAL SOCIETY

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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

1967

Legal Domicile

Principal Officer

JAMES BAKER

Phone

7166496061

Tax Period

2024-07-01 to 2025-06-30

HAMBURG HISTORICAL SOCIETY, founded in 1967, is a micro nonprofit that reported $28K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 28% operating margin.

Mission

COLLECT AND PRESERVE AVAILABLE MATERIALS RELATIVE TO THE TOWN OF HAMBURG AND ENVIRONS AND TO MAKE SUCH MATERIAL ACCESSIBLE TO THE PUBLIC

Program Service Accomplishments

Program 1

Expenses: $2,848 Revenue: $28,265

HAVE THE MUSEUM OPEN ON SATURDAY AND SOME SUNDAYS FOR INDIVIDUALS TO DO RESEARCH, GENEALOGY OR VIEWING THE HISTORY OF HAMBURG

Program 2

Expenses: $0 Revenue: $0

GENERAL MEETINGS WITH A SPEAKER ON HISTORY INDIVIDUALS OR EVENTS

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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 $18,970

Program Service Revenue $0

Investment Income $2,003

Other Revenue $7,292

TOTAL REVENUE $28,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,848

Other Expenses $20,350

TOTAL EXPENSES $20,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,265	$22,947	+0.2%
Expenses	$20,350	$22,966	-0.1%
Net Income	$7,915	$-19	-417.6%

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
JAMES BAKER	PRESIDENT	4.00	Officer Director	$0	$0	$0
LAURA HAHN	SECRETARY	4.00	Officer Director	$0	$0	$0
GERALD SCHMIDT	VICE PRESIDENT	3.00	Officer	$0	$0	$0
RICHARD TONE	TREASURER	4.00	Officer	$0	$0	$0
GARY HAHN	BOARD	4.00	Officer	$0	$0	$0
JANE SCHMIDT	BOARD	3.00	Officer	$0	$0	$0
JACKIE DOWDALL	BOARD	3.00	Officer	$0	$0	$0
RICHARD SUTFIN	BOARD	2.00	Officer	$0	$0	$0
JOHN ELLIOTT	BOARD	2.00	Officer	$0	$0	$0
LUCILLE ERVGLINA	BOARD	1.00	Officer	$0	$0	$0
MARK JONES	BOARD	2.00	Officer	$0	$0	$0
BARB YILE	BOARD	2.00	Officer	$0	$0	$0
RACHEL HILARE	BOARD	2.00	Officer	$0	$0	$0
JACK EDSON	BOARD	2.00	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
2025	$28,265	$20,350	$579,969	$7,915
2024	$22,947	$22,966	$572,054	$-19
2023	$19,724	$18,302	$572,073	$1,422
2022	$20,967	$17,916	$570,853	$3,051
2021	$20,754	$15,935	$568,827	$4,819