AMHERST HISTORICAL SOCIETY (EIN 341146887) - 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

1974

Legal Domicile

Principal Officer

AARON BAASKE

Phone

4409887255

Tax Period

2023-01-01 to 2023-12-31

AMHERST HISTORICAL SOCIETY, founded in 1974, is a small nonprofit in the Arts, Culture & Humanities sector that reported $208K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $338K exceeded revenue, resulting in a 62% operating deficit.

Mission

HISTORY PRESERVATION AND EDUCATION

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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 $127,644

Program Service Revenue $46,886

Investment Income $5,510

Other Revenue $28,255

TOTAL REVENUE $208,295

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,062

Fundraising Expenses $51,652

Program Expenses $202,942

Other Expenses $169,586

TOTAL EXPENSES $337,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,295	$161,252	+0.3%
Expenses	$337,648	$251,065	+0.3%
Net Income	$-129,353	$-89,813	+0.4%

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

175

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
TONY MELENDEZ	Vice President	1.00	Officer	$0	$0	$0
AARON BAASKE	President	2.50	Officer	$0	$0	$0
APRIL SAWYER	Treasurer	1.00	Officer	$0	$0	$0
KHRISTAL KRAMER-NUTT	Secretary	1.50	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
2024	No data	No data	No data	No data
2023	$208,295	$337,648	$624,453	$-129,353
2022	$161,252	$251,065	$752,199	$-89,813
2021	$428,815	$257,174	$840,217	$171,641
2020	$162,276	$238,419	$684,484	$-76,143
2019	$167,728	$228,119	$748,256	$-60,391
2018	$364,426	$207,511	$803,248	$156,915

AMHERST HISTORICAL SOCIETY