SUGAR HILL HISTORICAL MUSEUM (EIN 510201841) - 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

1976

Legal Domicile

Principal Officer

Carl Martland

Phone

6038235798

Tax Period

2025-01-01 to 2025-12-31

SUGAR HILL HISTORICAL MUSEUM, founded in 1976, is a micro nonprofit that reported $64K in total revenue in fiscal year 2025. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $228K exceeded revenue, resulting in a 258% operating deficit.

Mission

Operating a historical museum and educating the public through the collection preservation study and exhibition of those objects that will serve to illustrate the history of Sugar Hill.

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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 $44,732

Program Service Revenue $0

Investment Income $13,429

Other Revenue $5,503

TOTAL REVENUE $63,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $222,967

Other Expenses $228,080

TOTAL EXPENSES $228,080

Year-over-Year Comparison

	2025	2024	Change
Revenue	$63,664	$197,659	-0.7%
Expenses	$228,080	$15,688	+13.5%
Net Income	$-164,416	$181,971	-1.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jean Goehlen	trustee	2.00	Director	$0	$0	$0
Ellie Card	trustee	0.00	Director	$0	$0	$0
Richard Bielefield	trustee	2.00	Director	$0	$0	$0
Kathy Jablonski	trustee	2.00	Director	$0	$0	$0
Katybel Taylor	trustee	2.00	Director	$0	$0	$0
Kitty Bigelow	Executive Director	40.00	Key Emp	$0	$0	$0
Judith Hull	Trustee	4.00	Officer Director	$0	$0	$0
Ann Hartmann	Clerk	8.00	Officer Director	$0	$0	$0
Martha Evelyn	Chair	6.00	Officer Director	$0	$0	$0
Carl Martland	Treasurer	8.00	Officer Director	$0	$0	$0
Howard Stick	Trustee	6.00	Director	$0	$0	$0
Alyce Stick	Trustee	4.00	Director	$0	$0	$0
Chris Laganos	Trustee and Vice Chair	1.00	Director	$0	$0	$0
Yolanda Laganos	Trustee	1.00	Director	$0	$0	$0
Karen Torrey	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	$63,664	$228,080	$1,136,516	$-164,416
2024	No data	No data	No data	No data
2023	$168,549	$13,453	$905,384	$155,096
2022	$23,085	$20,231	$780,702	$2,854
2021	$75,779	$52,767	$838,682	$23,012
2020	$53,001	$10,553	$787,266	$42,448

SUGAR HILL HISTORICAL MUSEUM