MARSHALL HISTORICAL SOCIETY INC (EIN 386092179) - 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

1961

Legal Domicile

Principal Officer

CAROL RIGGS

Phone

2697818544

Tax Period

2025-01-01 to 2025-12-31

MARSHALL HISTORICAL SOCIETY INC, founded in 1961, is a small nonprofit in the Arts, Culture & Humanities sector that reported $108K in total revenue in fiscal year 2025. Expenses of $122K exceeded revenue, resulting in a 13% operating deficit.

Mission

PRESERVE, PROTECT, AND PROMOTE MARSHALLS HERITAGE

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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 $26,485

Program Service Revenue $81,796

Investment Income $9

Other Revenue $0

TOTAL REVENUE $108,290

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,807

Fundraising Expenses $0

Program Expenses $119,220

Other Expenses $80,122

TOTAL EXPENSES $121,929

Year-over-Year Comparison

	2025	2024	Change
Revenue	$108,290	$106,946	+0.0%
Expenses	$121,929	$96,952	+0.3%
Net Income	$-13,639	$9,994	-2.4%

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

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	Role	Reportable Comp	Other Comp	Total
JULIE BURKE SMITH	TREASURER	Officer Director	$0	$0	$0
CAROL RIGGS	PRESIDENT	Officer Director	$0	$0	$0
DEBBI BENEDICT	VICE PRESIDENT	Officer Director	$0	$0	$0
JENNIFER SNOOK	SECRETARY	Officer Director	$0	$0	$0
STEPHANIE BARROWS	TRUSTEE	Director	$0	$0	$0
KEITH BONNER	TRUSTEE	Director	$0	$0	$0
DARLENE CASSADY	TRUSTEE	Director	$0	$0	$0
FEEF DILLION	TRUSTEE	Director	$0	$0	$0
ROBERT HEFFERAN	TRUSTEE	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	$108,290	$121,929	$543,231	$-13,639
2024	No data	No data	No data	No data

MARSHALL HISTORICAL SOCIETY INC