ORGAN HISTORICAL SOCIETY (EIN 236434365) - 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

1961

Legal Domicile

Principal Officer

W EDWARD MCCALL

Phone

4844887473

Tax Period

2023-01-01 to 2023-12-31

ORGAN HISTORICAL SOCIETY, founded in 1961, is a small nonprofit that reported $948K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $886K left a modest 7% surplus.

Mission

CELEBRATE, PRESERVE & STUDY THE PIPE ORGAN IN AMERICA THROUGH RESEARCH, EDUCATION, ADVOCACY & MUSIC

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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 $661,405

Program Service Revenue $245,377

Investment Income $-5,307

Other Revenue $46,574

TOTAL REVENUE $948,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $322,406

Fundraising Expenses $34,152

Program Expenses $604,166

Other Expenses $563,166

TOTAL EXPENSES $885,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$948,049	$693,114	+0.4%
Expenses	$885,572	$856,300	+0.0%
Net Income	$62,477	$-163,186	-1.4%

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

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

$112,716

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL QUIMBY	CHAIR	2.00	Officer Director	$0	$0	$0
MARIE RUBIS BAUER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM CZELUSNIAK	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY DEXTER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW FORREST	DIRECTOR	1.00	Director	$0	$0	$0
JAN FULFORD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTA RAKICH	DIRECTOR	1.00	Director	$0	$0	$0
W EDWARD MCCALL	CHIEF EXECUTIVE OFFICER	40.00	Officer	$100,000	$12,716	$112,716
PATRICK J SUMMERS	TREASURER	10.00	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
2024	No data	No data	No data	No data
2023	$948,049	$885,572	$6,287,995	$62,477
2022	$693,114	$856,300	$6,241,064	$-163,186
2021	$971,102	$704,049	$6,841,902	$267,053
2020	$469,508	$625,230	$7,318,184	$-155,722
2019	$568,601	$1,017,792	$7,363,268	$-449,191
2018	$786,561	$1,103,631	$7,761,360	$-317,070

ORGAN HISTORICAL SOCIETY