GATES MILLS HISTORICAL SOCIETY (EIN 346539368) - 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

1946

Legal Domicile

Principal Officer

Marcia Anselmo

Phone

4403363030

Tax Period

2025-01-01 to 2025-12-31

GATES MILLS HISTORICAL SOCIETY, founded in 1946, is a micro nonprofit that reported $61K in total revenue in fiscal year 2025. The organization ran a surplus of $11K, a strong 19% operating margin.

Mission

Maintenance and preservation of Historical Museum

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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 (2025)

Revenue Breakdown

Contributions & Grants $36,293

Program Service Revenue $0

Investment Income $23,038

Other Revenue $1,440

TOTAL REVENUE $60,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,495

Other Expenses $49,495

TOTAL EXPENSES $49,495

Year-over-Year Comparison

	2025	2024	Change
Revenue	$60,771	$58,404	+0.0%
Expenses	$49,495	$48,968	+0.0%
Net Income	$11,276	$9,436	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marcia Anselmo	President	10.00	Officer Director	$0	$0	$0
Gail Palmer	Vice President	10.00	Officer Director	$0	$0	$0
Helen Gelbach	Treasurer	5.00	Officer Director	$0	$0	$0
Sherry Levering	Secretary	5.00	Officer Director	$0	$0	$0
Dave Burke	Trustee	1.00	Director	$0	$0	$0
Sally Burke	Trustee	1.00	Director	$0	$0	$0
Lou Butz	Trustee	1.00	Director	$0	$0	$0
Dan Collister	Trustee	1.00	Director	$0	$0	$0
Cathy DiVincenzo	Trustee	1.00	Director	$0	$0	$0
Diane Hladjy	Trustee	1.00	Director	$0	$0	$0
Mat Horvitz	Tustee	1.00	Director	$0	$0	$0
Linda Kalaycio	Trustee	1.00	Director	$0	$0	$0
Hadley Kline	Trustee	1.00	Director	$0	$0	$0
John Kramer	Trustee	1.00	Director	$0	$0	$0
Wil Krause	Trustee	1.00	Director	$0	$0	$0
Barbara Leirvik	Trustee	1.00	Director	$0	$0	$0
Tillie Malm	Trustee	1.00	Director	$0	$0	$0
Charles Marston	Trustee	1.00	Director	$0	$0	$0
Sue Marston	Trustee	1.00	Director	$0	$0	$0
Leslie O'Malley	Trustee	1.00	Director	$0	$0	$0
Charles O'Malley	Tustee	1.00	Director	$0	$0	$0
John Reid	Trustee	1.00	Director	$0	$0	$0
Jim Stafford	Trustee	1.00	Director	$0	$0	$0
Courtney Thomas	Trustee	1.00	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
2025	$60,771	$49,495	$837,576	$11,276
2024	No data	No data	No data	No data
2023	$61,268	$35,947	$719,548	$25,321

GATES MILLS HISTORICAL SOCIETY