THE SHERMAN HISTORICAL SOCIETY INC (EIN 510176086) - 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

1981

Legal Domicile

Principal Officer

HELENANNE OSTROSKY

Phone

2037469672

Tax Period

2024-09-01 to 2025-08-31

THE SHERMAN HISTORICAL SOCIETY INC, founded in 1981, is a small nonprofit that reported $238K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 49% operating margin.

Mission

TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWN'S HISTORY, TO COLLECT AND PRESERVE OBJECTS WHICH HELP TO ESTABLISH OR ILLUSTRATE ITS HISTORY, TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THE SOCIETY, TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HERITAGE, TO PUBLISH HISTORICAL INFORMATION , AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $93,440

Program Service Revenue $0

Investment Income $68,524

Other Revenue $76,204

TOTAL REVENUE $238,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14,444

Program Expenses $80,442

Other Expenses $121,620

TOTAL EXPENSES $121,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,168	$133,131	+0.8%
Expenses	$121,620	$124,481	0.0%
Net Income	$116,548	$8,650	+12.5%

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

$5,695

Total Directors

$7,957

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLORIA THORNE	HONORARY DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH MARD HANEY	PRESIDENT	10.00	Officer Director	$0	$0	$0
BETTY BEATTY	HONORARY DIRECTOR	0.00	Director	$0	$0	$0
GINNY ZELLNER	DIRECTOR	0.00	Director	$0	$0	$0
SUE MOGA	HONORARY DIRECTOR	3.00	Director	$0	$0	$0
JOHN JENNER	HONORARY DIRECTOR	0.00	Director	$0	$0	$0
JAN DESIATO	DIRECTOR	5.00	Director	$2,262	$0	$2,262
SUSAN LANG	TREASURER	6.00	Officer Director	$5,695	$0	$5,695
LORI FINCK	SECRETARY	4.00	Officer Director	$0	$0	$0
PHYLLIS MCGOLDRICK	HONORARY DIRECTOR	1.00	Director	$0	$0	$0
LISA CILIO	DIRECTOR	22.00	Director	$0	$0	$0
ALLYSON MARD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA KELLER	DIRECTOR	0.00	Director	$0	$0	$0
RENEE COLLINS	DIRECTOR	0.50	Director	$0	$0	$0
HELEN ANNE OSTROSKY	DIRECTOR	2.50	Director	$0	$0	$0
LUCY SEDA	DIRECTOR	2.00	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	$238,168	$121,620	$1,467,996	$116,548
2024	$133,131	$124,481	$1,327,858	$8,650
2023	$155,103	$100,414	$1,237,191	$54,689
2022	$134,753	$86,455	$1,133,762	$48,298
2021	$161,224	$77,482	$1,245,558	$83,742
2020	$109,459	$84,206	$1,100,169	$25,253
2019	$264,239	$98,686	$1,006,202	$165,553
2018	$224,488	$95,756	$850,248	$128,732

THE SHERMAN HISTORICAL SOCIETY INC