MOOSEHEAD HISTORICAL SOCIETY

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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

1971

Legal Domicile

Principal Officer

LUKE MUZZY

Phone

2076952909

Tax Period

2025-01-01 to 2025-12-31

MOOSEHEAD HISTORICAL SOCIETY, founded in 1971, is a small nonprofit that reported $318K in total revenue in fiscal year 2025. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $131K, a strong 41% operating margin.

Mission

MAINTENANCE AND PRESERVATION OF HISTORICAL SITE AND ARTIFACTS

Program Service Accomplishments

Program 1

Expenses: $154,476 Revenue: $2,324

MAINTENANCE AND PRESERVATION OF HISTORICAL SITE AND ARTIFACTS

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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 $258,403

Program Service Revenue $2,227

Investment Income $55,987

Other Revenue $1,134

TOTAL REVENUE $317,751

Expense Breakdown

Grants Paid $0

Salaries & Benefits $88,854

Fundraising Expenses $4,770

Program Expenses $154,476

Other Expenses $97,672

TOTAL EXPENSES $186,526

Year-over-Year Comparison

	2025	2024	Change
Revenue	$317,751	$144,612	+1.2%
Expenses	$186,526	$213,125	-0.1%
Net Income	$131,225	$-68,513	-2.9%

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

$44,109

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN BILLINGS	SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD GILBERT	PRESIDENT	1.00	Officer Director	$0	$0	$0
PIA CARUSO	DIRECTOR	1.00	Director	$0	$0	$0
LISA HARRIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JACI GAUDET	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG WATT	TREASURER	1.00	Officer Director	$0	$0	$0
JERI ANN GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
ERIC WARD	DIRECTOR	1.00	Director	$0	$0	$0
MILDRED KENNEDY-STIRLING	DIRECTOR	1.00	Director	$0	$0	$0
LUKE MUZZY	EXCUTIVE DIRECTOR	40.00	Officer	$44,109	$0	$44,109

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	$317,751	$186,526	$1,982,287	$131,225
2024	$144,612	$213,125	$1,727,112	$-68,513
2023	$120,851	$153,354	$1,679,712	$-32,503
2022	$82,594	$138,597	$1,595,293	$-56,003
2021	$108,549	$145,908	$1,784,339	$-37,359
2020	$226,571	$106,985	$1,629,744	$119,586
2019	$75,880	$121,174	$1,404,485	$-45,294
2018	$173,801	$113,503	$1,369,565	$60,298