HISTORICAL SOCIETY OF CHESHIRE COUNTY (EIN 026007201) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1927

Legal Domicile

Principal Officer

ALAN RUMRILL

Phone

6033521895

Tax Period

2023-01-01 to 2023-12-31

HISTORICAL SOCIETY OF CHESHIRE COUNTY, founded in 1927, is a small nonprofit in the Arts, Culture & Humanities sector that reported $482K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $649K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO PROMOTE HISTORICAL, GENEALOGICAL AND ANTIQUARIAN RESEARCH, TO COLLECT & PRESERVE BOOKS, PAPERS, MAPS, ETC AND TO PUBLISH RESULTS OF SUCH RESEARCH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $322,662

Program Service Revenue $32,042

Investment Income $57,544

Other Revenue $69,889

TOTAL REVENUE $482,137

Expense Breakdown

Grants Paid $0

Salaries & Benefits $340,137

Fundraising Expenses $35,034

Program Expenses $424,722

Other Expenses $309,296

TOTAL EXPENSES $649,433

Year-over-Year Comparison

	2023	2022	Change
Revenue	$482,137	$764,655	-0.4%
Expenses	$649,433	$635,644	+0.0%
Net Income	$-167,296	$129,011	-2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

130

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
ED BERGERON	TRUSTEE	1.00	Director	$0	$0	$0
KELLY BUDD	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MARY DELISLE	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH HANSEL	TRUSTEE	1.50	Director	$0	$0	$0
JANE LANE	TREASURER	1.50	Officer Director	$0	$0	$0
AARON LIPSKY	TRUSTEE	1.00	Director	$0	$0	$0
KAREN LYLE	TRUSTEE	1.50	Director	$0	$0	$0
SUSAN MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
JULIE PEARSON	TRUSTEE	1.00	Director	$0	$0	$0
DOMINIC PERKINS	PRESIDENT	2.00	Officer Director	$0	$0	$0
TIMOTHY PIPP	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES PRATT	TRUSTEE	4.00	Director	$0	$0	$0
REINETTE REILLY	TRUSTEE	2.00	Director	$0	$0	$0
JUDY ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
ROWLAND RUSSELL	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN SILVER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID STABLER	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
2024	No data	No data	No data	No data
2023	$482,137	$649,433	$6,328,939	$-167,296
2022	$764,655	$635,644	$6,107,925	$129,011
2021	$683,273	$566,305	$6,912,081	$116,968
2020	$564,913	$532,313	$6,548,425	$32,600
2019	$591,282	$516,022	$6,279,423	$75,260
2018	$1,027,345	$467,668	$5,838,788	$559,677

HISTORICAL SOCIETY OF CHESHIRE COUNTY