ST ALBANS HISTORICAL SOCIETY INC

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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

1972

Legal Domicile

Principal Officer

JOE LUNEAU

Phone

8025277933

Tax Period

2024-12-01 to 2025-05-31

ST ALBANS HISTORICAL SOCIETY INC, founded in 1972, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $97K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. Net assets of $774K represent 96 months of operating reserves.

Mission

EXHIBITING HISTORICAL DISPLAYS OF THE ST. ALBANS COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $31,698 Revenue: $3,034

ADMISSION TO MUSEUM FOR INDIVIDUALS TO VIEW HISTORICAL FACTS AND DISPLAYS OF ST. ALBANS AND FRANKLIN COUNTY.

Program 2

Expenses: $24,428 Revenue: $620

PROVIDE A PLACE FOR LOCAL ORGANIZATIONS TO HAVE USE OF BUILDING FOR MEETINGS.

Program 3

Expenses: $13,959 Revenue: $8,519

DISCOVER AND COLLECT ANY MATERIAL WHICH MAY HELP TO ESTABLISH THE HISTORY OF ST. ALBANS.

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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 $61,149

Program Service Revenue $3,034

Investment Income $19,636

Other Revenue $13,375

TOTAL REVENUE $97,194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,968

Fundraising Expenses $12,656

Program Expenses $70,085

Other Expenses $55,022

TOTAL EXPENSES $105,990

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,194	$218,518	-0.6%
Expenses	$105,990	$165,039	-0.4%
Net Income	$-8,796	$53,479	-1.2%

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

$34,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MURPHY	TRUSTEE	0.00	Director	$0	$0	$0
JOHN NEWTON	TRUSTEE	0.00	Director	$0	$0	$0
DONALD MCFEETERS	TRUSTEE	0.00	Director	$0	$0	$0
SARAH ALLARD	TRUSTEE	0.00	Director	$0	$0	$0
VALDEMAR GARIBAY	TRUSTEE	0.00	Director	$0	$0	$0
RICHARD STAHL	TRUSTEE	0.00	Director	$0	$0	$0
TRISH DENTON	EXECUTIVE DIRECTOR	40.00	Director	$34,154	$0	$34,154
KRISTIN BARKLUND	TREASURER	0.00	Officer	$0	$0	$0
MARILYN GRUNEWALD	SECRETARY	0.00	Officer	$0	$0	$0
JOE LUNEAU	PRESIDENT	0.00	Officer	$0	$0	$0
JOSH ELLERBROCK	VICE PRESIDENT	0.00	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
2025	$97,194	$105,990	$856,650	$-8,796
2024	$218,518	$165,039	$876,596	$53,479
2023	$250,013	$162,329	$772,460	$87,684
2022	$252,944	$138,345	$683,410	$114,599
2021	$175,124	$141,746	$599,854	$33,378
2020	$149,718	$148,816	$651,463	$902
2019	$123,193	$155,796	$573,143	$-32,603
2018	$117,786	$152,325	$577,665	$-34,539