MOOSEHEAD HISTORICAL SOCIETY (EIN 237138146) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

LUKE MUZZY

Phone

2076952909

Tax Period

2024-01-01 to 2024-12-31

MOOSEHEAD HISTORICAL SOCIETY, founded in 1971, is a small nonprofit that reported $145K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $213K exceeded revenue, resulting in a 47% operating deficit.

Mission

MAINTENANCE AND PRESERVATION OF HISTORICAL SITE AND ARTIFACTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $139,834

Program Service Revenue $2,875

Investment Income $7

Other Revenue $1,896

TOTAL REVENUE $144,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $88,851

Fundraising Expenses $0

Program Expenses $184,418

Other Expenses $124,274

TOTAL EXPENSES $213,125

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,612	$120,851	+0.2%
Expenses	$213,125	$153,354	+0.4%
Net Income	$-68,513	$-32,503	+1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$42,645

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	DIRECTOR	1.00	Director	$0	$0	$0
PIA CARUSO	DIRECTOR	1.00	Director	$0	$0	$0
LISA HARRIS	DIRECTOR	1.00	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	PRESIDENT	1.00	Officer Director	$0	$0	$0
LUKE MUZZY	EXCUTIVE DIRECTOR	40.00	Officer	$42,645	$0	$42,645

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	$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

MOOSEHEAD HISTORICAL SOCIETY