MADEIRA HISTORICAL SOCIETY (EIN 310925340) - 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

1972

Legal Domicile

Tax Period

2020-01-01 to 2020-12-31

MADEIRA HISTORICAL SOCIETY, founded in 1972, is a micro nonprofit that reported $18K in total revenue in fiscal year 2020. Revenue decreased 6% compared to the prior year. Expenses of $20K exceeded revenue, resulting in a 16% operating deficit.

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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 (2020)

Revenue Breakdown

Contributions & Grants $5,328

Program Service Revenue $76

Investment Income $12,294

Other Revenue $0

TOTAL REVENUE $17,698

Expense Breakdown

Grants Paid $20

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,237

Other Expenses $20,424

TOTAL EXPENSES $20,444

Year-over-Year Comparison

	2020	2019	Change
Revenue	$17,698	$18,836	-0.1%
Expenses	$20,444	$19,232	+0.1%
Net Income	$-2,746	$-396	+5.9%

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

N/A

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
CAROL HECK	BOARD MEMBERLIBRARIANARCHIV	10.00	Director	$0	$0	$0
TOM FRIETCH	BOARD MEMBER	2.00	Director	$0	$0	$0
LES LEFEVRE	BOARD MEMBER	2.00	Director	$0	$0	$0
DOUGLAS OPPENHEIMER	BOARD MEMBER	10.00	Director	$0	$0	$0
TODD WOELLNER	BOARD MEMBER	2.00	Director	$0	$0	$0
BOB BARTLETT	BOARD MEMBER	10.00	Director	$0	$0	$0
LIZ FREDERICK	BOARD MEMBERMUSEUM DIRECTOR	10.00	Director	$0	$0	$0
TIM BROCK	VICE PRESIDENT	2.00	Officer	$0	$0	$0
STEVE BALLMAN	PRESIDENT	5.00	Officer	$0	$0	$0
DONNA LIENHART	TREASURER	10.00	Officer	$0	$0	$0
ROBIN LEFEVRE	RECORDING SECRETARY	2.00	Officer	$0	$0	$0
SUZANNE FLOYD	COMMUNICATIONS ADMINISTRATOR	5.00	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
2020	$17,698	$20,444	$533,265	$-2,746
2019	$18,836	$19,232	$535,087	$-396
2018	$23,615	$20,411	$513,957	$3,204

MADEIRA HISTORICAL SOCIETY