SODUS BAY HISTORICAL SOCIETY (EIN 222542224) - 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

1976

Legal Domicile

Principal Officer

HELEN DUNLAP

Phone

3154834936

Tax Period

2025-01-01 to 2025-12-31

SODUS BAY HISTORICAL SOCIETY, founded in 1976, is a small nonprofit that reported $120K in total revenue in fiscal year 2025. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $142K exceeded revenue, resulting in a 19% operating deficit.

Mission

PRESERVE AND MAINTAIN A HISTORICAL LIGHTHOUSE AND MUSEUM

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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 (2025)

Revenue Breakdown

Contributions & Grants $67,712

Program Service Revenue $21,061

Investment Income $4,052

Other Revenue $26,843

TOTAL REVENUE $119,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,067

Fundraising Expenses $929

Program Expenses $141,022

Other Expenses $48,884

TOTAL EXPENSES $141,951

Year-over-Year Comparison

	2025	2024	Change
Revenue	$119,668	$171,199	-0.3%
Expenses	$141,951	$133,445	+0.1%
Net Income	$-22,283	$37,754	-1.6%

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

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
MICHAEL COLLINS	TRUSTEE	N/A	Director	$0	$0	$0
DARLEEN CONTARIO	TRUSTEE	N/A	Director	$0	$0	$0
LISAMARIE DEFEO	TRUSTEE	N/A	Director	$0	$0	$0
HELEN DUNLAP	PRESIDENT	N/A	Officer Director	$0	$0	$0
DAVE FANTUZZO	TRUSTEE	N/A	Director	$0	$0	$0
BOB LEGGE	TRUSTEE	N/A	Director	$0	$0	$0
MARTHA LIGHTFOOT	TRUSTEE	N/A	Director	$0	$0	$0
FRED LINDENHOVIUS	TREASURER	N/A	Officer Director	$0	$0	$0
DAVE MCDOWELL	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
HARRISON VANDEWALLE	TRUSTEE	N/A	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	$119,668	$141,951	$355,313	$-22,283
2024	No data	No data	No data	No data
2023	$114,070	$112,206	$332,733	$1,864
2022	$131,947	$119,557	$330,072	$12,390
2021	$166,869	$54,665	$324,474	$112,204

SODUS BAY HISTORICAL SOCIETY