BELLOWS FALLS HISTORICAL SOCIETY INC

EIN: 222527397 501(c)(3)

BELLOWS FALLS, VT

Total Revenue
$10,055
Total Expenses
$21,591
Total Assets
$231,190
Net Assets
$231,190
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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
1965
Legal Domicile
VT
Principal Officer
CATHERINE BERGMANN
Phone
4432400480
Tax Period
2022-10-01 to 2023-09-30

BELLOWS FALLS HISTORICAL SOCIETY INC, founded in 1965, is a micro nonprofit that reported $10K in total revenue in fiscal year 2022. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $22K exceeded revenue, resulting in a 115% operating deficit.

Mission

PRESERVING THE HISTORY OF BELLOWS FALLS, VERMONT

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $10,044
Program Service Revenue $0
Investment Income $11
Other Revenue $0
TOTAL REVENUE $10,055

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $17,610
Other Expenses $21,591
TOTAL EXPENSES $21,591

Year-over-Year Comparison

2022 2021 Change
Revenue $10,055 $182,027 -0.9%
Expenses $21,591 $180,113 -0.9%
Net Income $-11,536 $1,914 -7.0%
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

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
N/A

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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CATHERINE BERGMANN PRESIDENT 5.00
Officer Director
$0 $0 $0
BONNIE NORTH BOOKKEEPER 5.00
Director
$0 $0 $0
MARGERY LADD SECRETARY 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
2023 $10,055 $21,591 $231,190 $-11,536
2022 $182,027 $180,113 $245,221 $1,914
2021 $95,999 $75,061 $137,081 $20,938
2019 $30,300 $19,622 $895,711 $10,678
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