MILTON 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

1982

Legal Domicile

Principal Officer

TIM BITTNER

Phone

5707422111

Tax Period

2023-01-01 to 2023-12-31

MILTON HISTORICAL SOCIETY, founded in 1982, is a small nonprofit that reported $197K in total revenue in fiscal year 2023. Revenue surged 454% from the prior year, signaling strong growth momentum. The organization ran a surplus of $139K, a strong 71% operating margin.

Mission

TO EDUCATE ALL PEOPLE CONCERNING THE HISTORY AND ORIGINS OF OUR COMMUNITY AND OF HISTORY IN GENERAL.

Program Service Accomplishments

Program 1

Expenses: $56,988

TO EDUCATE ALL PEOPLE CONCERNING THE HISTORY AND ORIGINS OF OUR COMMUNITY AND OF HISTORY IN GENERAL, BY PUBLIC NOTICE THROUGH THE MEDIA OF FORMATION AND DESIRE FOR CONTRIBUTIONS AND MEMBERSHIPS...

TO EDUCATE ALL PEOPLE CONCERNING THE HISTORY AND ORIGINS OF OUR COMMUNITY AND OF HISTORY IN GENERAL, BY PUBLIC NOTICE THROUGH THE MEDIA OF FORMATION AND DESIRE FOR CONTRIBUTIONS AND MEMBERSHIPS. PRIVATE SOLICIATION OF CHARITIES, GOVERNMENTAL BODIES AND OTHER ENTITIES FOR SUBSTANTIAL GIFTS AND PROMOTIONAL SOLICITATION OF PUBLIC THROUGH BENEFIT ACTIVITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $168,046

Program Service Revenue $6,784

Investment Income $22,090

Other Revenue $0

TOTAL REVENUE $196,920

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,988

Other Expenses $57,613

TOTAL EXPENSES $57,613

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,920	$35,544	+4.5%
Expenses	$57,613	$45,975	+0.3%
Net Income	$139,307	$-10,431	-14.4%

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

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
RONALD JOHNSON	DIRECTOR	20.00	Director	$0	$0	$0
ROB JONES	DIRECTOR	2.00	Director	$0	$0	$0
LINDA KORB	DIRECTOR	1.00	Director	$0	$0	$0
JIM SULLIVAN	DIRECTOR	2.00	Director	$0	$0	$0
VALERIE BIEBER	CORRESPONDIN	6.00	Officer	$0	$0	$0
TIM BITTNER	PRESIDENT	12.00	Officer	$0	$0	$0
JOHN BOWER	TREASURER	2.00	Officer	$0	$0	$0
NED GERMINI	SECRETARY	6.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$196,920	$57,613	$689,507	$139,307
2022	$35,544	$45,975	$550,200	$-10,431
2021	$66,547	$25,027	$560,631	$41,520
2020	$39,063	$22,347	$519,111	$16,716
2019	$28,572	$21,082	$502,395	$7,490
2018	$23,917	$18,483	$494,905	$5,434