North Haven Historical Society (EIN 222530423) - 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

1975

Legal Domicile

Principal Officer

Kathy Macy

Phone

2078674752

Tax Period

2024-07-01 to 2025-06-30

North Haven Historical Society, founded in 1975, is a micro nonprofit that reported $81K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $155K exceeded revenue, resulting in a 92% operating deficit.

Mission

Our vision is that the memories and artifacts of the people who live and have lived on North Haven are known to all residents and visitors and serve to strengthen the bonds of community on our island.

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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 $61,451

Program Service Revenue $1,495

Investment Income $13,702

Other Revenue $4,034

TOTAL REVENUE $80,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,120

Fundraising Expenses $18,464

Program Expenses $97,624

Other Expenses $97,739

TOTAL EXPENSES $154,859

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,682	$131,131	-0.4%
Expenses	$154,859	$142,211	+0.1%
Net Income	$-74,177	$-11,080	+5.7%

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

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
Kathy Macy	President	12.00	Officer Director	$0	$0	$0
Miriam Beveridge	Vice President	5.00	Officer Director	$0	$0	$0
Douglas Lamont	Treasurer	3.00	Officer Director	$0	$0	$0
Barney Hallowell	Secretary	3.00	Officer Director	$0	$0	$0
Joan Davisson	Director	3.00	Director	$0	$0	$0
Mary Tittmann	Director	2.00	Director	$0	$0	$0
Parrish Dobson	Director	2.00	Director	$0	$0	$0
Eva Hopkins	Director	2.00	Director	$0	$0	$0
Charlotte Canning	Director	2.00	Director	$0	$0	$0
Peter Grahman	Director	2.00	Director	$0	$0	$0
Tommy Lamont	Director	2.00	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
2025	$80,682	$154,859	$1,197,707	$-74,177
2024	$131,131	$142,211	$1,246,547	$-11,080
2023	$75,156	$139,340	$1,239,347	$-64,184
2022	$59,604	$116,665	$1,304,510	$-57,061
2021	$77,990	$105,615	$1,381,230	$-27,625
2020	$62,844	$98,584	$1,366,271	$-35,740
2019	$136,085	$95,950	$1,406,677	$40,135

North Haven Historical Society