MILTON HISTORICAL SOCIETY (EIN 391095660) - 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

1948

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

MILTON HISTORICAL SOCIETY, founded in 1948, is a small nonprofit in the Arts, Culture & Humanities sector that reported $235K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 25% operating margin.

Mission

THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ADVANCEMENT AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS

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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 $159,016

Program Service Revenue $64,679

Investment Income $296

Other Revenue $11,075

TOTAL REVENUE $235,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,727

Fundraising Expenses $0

Program Expenses $175,171

Other Expenses $105,037

TOTAL EXPENSES $176,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,066	$157,575	+0.5%
Expenses	$176,764	$144,217	+0.2%
Net Income	$58,302	$13,358	+3.4%

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

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

$43,160

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEIGHTON KLOS	EXECUTIVE DIRECTOR	40.00	Director Highest	$43,160	$0	$43,160
MARLYS HOWE	BOARD MEMBER	2.00	Director	$0	$0	$0
RYAN HOLBROOK	BOARD MEMBER	2.00	Director	$0	$0	$0
ETHEL HIMMEL	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTA JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVE WARREN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANETTE SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT KING	BOARD MEMBER	2.00	Director	$0	$0	$0
RYAN KOENIG	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE MARQUARDT	VICE PRESIDENT	2.00	Director	$0	$0	$0
BILL HEUSER	TREASURER	2.00	Director	$0	$0	$0
LISA BROOKS	BOARD MEMBER	2.00	Director	$0	$0	$0
JERRY BAKER	BOARD MEMBER	2.00	Director	$0	$0	$0
GENE BIER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DARLA DERNOVSEK	SECRETARY	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$235,066	$176,764	$2,141,413	$58,302
2022	$157,575	$144,217	$2,060,796	$13,358
2021	$214,189	$122,062	$2,059,208	$92,127
2020	$148,743	$117,956	$1,967,971	$30,787
2019	$141,891	$155,206	$1,935,151	$-13,315
2018	$232,393	$228,203	$1,948,207	$4,190

MILTON HISTORICAL SOCIETY