BRIDGTON HISTORICAL SOCIETY (EIN 237300040) - 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

1964

Legal Domicile

Principal Officer

JON EVANS

Phone

2076473699

Tax Period

2023-10-01 to 2024-09-30

BRIDGTON HISTORICAL SOCIETY, founded in 1964, is a small nonprofit that reported $202K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $62K, a strong 30% operating margin.

Mission

LOCAL HISTORICAL SOCIETY.

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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 $56,233

Program Service Revenue $4,411

Investment Income $139,781

Other Revenue $1,574

TOTAL REVENUE $201,999

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,131

Fundraising Expenses $10,453

Program Expenses $109,033

Other Expenses $53,861

TOTAL EXPENSES $140,492

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,999	$225,412	-0.1%
Expenses	$140,492	$143,962	0.0%
Net Income	$61,507	$81,450	-0.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SONYA ALLEN	MEMBER AT LA	1.00	Director	$0	$0	$0
RICHARD COSHOW	TREASURER	4.00	Officer Director	$0	$0	$0
JON EVANS	PRESIDENT	4.00	Officer Director	$0	$0	$0
KRISSY KARLSSON	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JAMES OBERG	MEMBER AT LA	1.00	Director	$0	$0	$0
JENNY STONE	MEMBER AT LA	1.00	Director	$0	$0	$0
ELIZABETH BONNIE TRAFFORD	SECRETARY	3.00	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	$201,999	$140,492	$1,510,478	$61,507
2023	$225,412	$143,962	$1,449,004	$81,450
2022	$738,758	$108,771	$1,367,554	$629,987
2021	$108,133	$86,311	$737,570	$21,822
2020	$60,213	$64,635	$715,737	$-4,422

BRIDGTON HISTORICAL SOCIETY