ABBOT-DOWNING HISTORICAL SOCIETY INC (EIN 020333474) - 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

1977

Legal Domicile

Principal Officer

ROBERT DEANGELIS

Phone

6037480621

Tax Period

2023-01-01 to 2023-12-31

ABBOT-DOWNING HISTORICAL SOCIETY INC, founded in 1977, is a micro nonprofit that reported $13K in total revenue in fiscal year 2023. Revenue fell 88% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3K, a strong 26% operating margin.

Mission

EDUCATE ABOUT THE SIGNIFICANCE OF THE CONCORD COACH AND ITS RELATIONSHIP TO OUR HISTORY AND LIVES WITH A MUSEUM DISPLAY, EDUCATIONAL PRESENTATIONS, AND PRESERVATION OF ORIGINAL CONCORD COACHES AND OTHER ABBOT-DOWNING VEHICLES.

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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 $2,229

Program Service Revenue $0

Investment Income $10,370

Other Revenue $354

TOTAL REVENUE $12,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,153

Other Expenses $9,613

TOTAL EXPENSES $9,613

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,953	$109,247	-0.9%
Expenses	$9,613	$11,182	-0.1%
Net Income	$3,340	$98,065	-1.0%

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
MERWYN BAGAN	FORMER PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICK MAIMONE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHEILA KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
C PETER JAMES	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN BRISCOE	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA EVANS	DIRECTOR	1.00	Director	$0	$0	$0
ESTHER CROWLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS PRESCOTT	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
SANDRA SIMS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT DEANGELIS	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL KOSSICK	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL OSGOOD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BAER	CO-PRESIDENT	1.00	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	$12,953	$9,613	$1,185,802	$3,340
2022	$109,247	$11,182	$1,182,462	$98,065
2021	$240,700	$19,130	$1,084,397	$221,570
2020	$120,869	$5,820	$862,827	$115,049

ABBOT-DOWNING HISTORICAL SOCIETY INC