Carlisle Historical Society Inc

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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

1975

Legal Domicile

Principal Officer

Amy Jo Lee

Phone

9783693577

Tax Period

2023-01-01 to 2023-12-31

Carlisle Historical Society Inc, founded in 1975, is a micro nonprofit that reported $26K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $38K exceeded revenue, resulting in a 43% operating deficit.

Mission

Gather historical and educational objects and transmit to future generations.

Program Service Accomplishments

Program 1

Gather historical and educational objects and information and transmit to the public through meetings, tours and lectures.

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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 $17,991

Program Service Revenue $0

Investment Income $1,885

Other Revenue $6,505

TOTAL REVENUE $26,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,998

Program Expenses $13,674

Other Expenses $37,766

TOTAL EXPENSES $37,766

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,381	$36,587	-0.3%
Expenses	$37,766	$26,744	+0.4%
Net Income	$-11,385	$9,843	-2.2%

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	Role	Reportable Comp	Other Comp	Total
Philip Drew	President	Officer Director	$0	$0	$0
Amy Jo Lee	Treasurer	Officer Director	$0	$0	$0
John Troast Jr	Vice-President	Officer Director	$0	$0	$0
Annie Luttmann	Secretary	Officer Director	$0	$0	$0
John Troast III	Director	Director	$0	$0	$0
Susan Richardson	Director	Director	$0	$0	$0
Dana Booth	Director	Director	$0	$0	$0
Larry Sorli	Director	Director	$0	$0	$0
John Lee	Director	Director	$0	$0	$0
Donna Vienneau	Director	Director	$0	$0	$0
Daniel Wilson	Director	Director	$0	$0	$0
Daniel Tenzca	Director	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	$26,381	$37,766	$585,601	$-11,385
2022	$36,587	$26,744	$592,671	$9,843
2021	$24,824	$28,769	$591,124	$-3,945
2020	$25,712	$30,070	$590,340	$-4,358
2019	$24,122	$27,872	$591,616	$-3,750
2018	$25,066	$30,949	$589,497	$-5,883