SKANEATELES HISTORICAL SOCIETY (EIN 237339639) - 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

1961

Legal Domicile

Principal Officer

David Bates

Phone

3156851360

Tax Period

2018-07-01 to 2019-06-30

SKANEATELES HISTORICAL SOCIETY, founded in 1961, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $40K in total revenue in fiscal year 2018. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $53K exceeded revenue, resulting in a 33% operating deficit.

Mission

TO CONDUCT AND ENCOURAGE HISTORICAL RESEARCH AND TO COLLECT, PRESERVE, AND EXHIBIT HISTORICAL MATERIAL IN CONNECTION WITH THE TOWN OF SKANEATELES.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $36,222

Program Service Revenue $0

Investment Income $404

Other Revenue $3,630

TOTAL REVENUE $40,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,945

Fundraising Expenses $3,303

Program Expenses $43,275

Other Expenses $32,542

TOTAL EXPENSES $53,487

Year-over-Year Comparison

	2018	2017	Change
Revenue	$40,256	$58,534	-0.3%
Expenses	$53,487	$43,478	+0.2%
Net Income	$-13,231	$15,056	-1.9%

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

N/A

Employees

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

$8,464

Total Directors

Key Employees

$19,128

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BATES	Past President	001.00	Officer Director	$0	$0	$0
BETH BATLLE	Board	001.00	Director	$0	$0	$0
KAREN LEWIS	Vice President	001.00	Officer Director	$0	$0	$0
DOUG HAMLIN	President	001.00	Officer Director	$0	$0	$0
DAVID MILLER	Board	001.00	Director	$0	$0	$0
TESSI SPEARING	Treasurer	002.00	Officer Director	$0	$0	$0
JORGE BATTLE	Board	001.00	Director	$0	$0	$0
SCOTT HAUVER	Recording Secretary	001.00	Officer Director	$0	$0	$0
KATE COOPER	Board	001.00	Director	$0	$0	$0
JULIE DIBAGIO	Board	001.00	Director	$0	$0	$0
BARBARA PATRICK	Board	001.00	Director	$0	$0	$0
BETSY FOOTE	Board	001.00	Director	$0	$0	$0
ALEXANDRA FARRELL	Fmr Executive Director	027.00	Officer Key Emp	$8,464	$0	$8,464
GERALYN HUBER	Exec Director	027.00	Key Emp	$10,664	$0	$10,664

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
2019	$40,256	$53,487	$126,891	$-13,231

SKANEATELES HISTORICAL SOCIETY