EASTON HISTORICAL SOCIETY INC (EIN 237028805) - 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

1970

Legal Domicile

Principal Officer

KENNETH MICHEL

Phone

5082387774

Tax Period

2024-01-01 to 2024-12-31

EASTON HISTORICAL SOCIETY INC, founded in 1970, is a small nonprofit that reported $226K in total revenue in fiscal year 2024. Revenue surged 650% from the prior year, signaling strong growth momentum. The organization ran a surplus of $150K, a strong 67% operating margin.

Mission

PRESERVE, PROMOTE AND INTERPRET HISTORY OF EASTON, MASSACHUSETTS.

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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 $211,348

Program Service Revenue $2,098

Investment Income $5,898

Other Revenue $6,563

TOTAL REVENUE $225,907

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,163

Other Expenses $72,610

TOTAL EXPENSES $75,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,907	$30,113	+6.5%
Expenses	$75,610	$61,569	+0.2%
Net Income	$150,297	$-31,456	-5.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN ANDERSON	DIRECTOR	4.00	Director	$0	$0	$0
JONATHAN J COE	VICE PRESIDE	6.00	Officer Director	$0	$0	$0
JOANNE ENGLAND	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY HURLEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID AMES JR	VICE PRESID	1.00	Officer Director	$0	$0	$0
NANCY DE LUCA	TREASURER	3.00	Officer Director	$0	$0	$0
KENNETH MICHEL	PRESIDENT	6.00	Officer Director	$0	$0	$0
VIRGINIA MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA SALISBURY	DIRECTOR	1.00	Director	$0	$0	$0
HAZEL VARELLA	CLERK	2.00	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
2024	$225,907	$75,610	$533,805	$150,297

EASTON HISTORICAL SOCIETY INC