New London Historical Society (EIN 026009832) - 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

1954

Legal Domicile

Principal Officer

Joseph Cardillo

Phone

6035266564

Tax Period

2023-01-01 to 2023-12-31

New London Historical Society, founded in 1954, is a small nonprofit that reported $150K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $43K, a strong 29% operating margin.

Mission

Educational and civic events for the local community, preservation & acquisition of historical artifacts, buildings, etc., collaboration with other local and regional

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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 $86,362

Program Service Revenue $0

Investment Income $5,843

Other Revenue $57,347

TOTAL REVENUE $149,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,088

Fundraising Expenses $0

Program Expenses $101,117

Other Expenses $96,723

TOTAL EXPENSES $106,811

Year-over-Year Comparison

	2023	2022	Change
Revenue	$149,552	$133,163	+0.1%
Expenses	$106,811	$98,540	+0.1%
Net Income	$42,741	$34,623	+0.2%

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

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
Michelle Briggs	Director	2.00	Director	$0	$0	$0
Justin Garzia	Treasurer	2.00	Officer	$0	$0	$0
Debbie Hall	Secretary	2.00	Officer	$0	$0	$0
Kathleen Belko	President	2.00	Officer	$0	$0	$0
Peter Bianchi	Director	2.00	Director	$0	$0	$0
Jim Ransom	Director	2.00	Director	$0	$0	$0
William Minsinger	Director	2.00	Director	$0	$0	$0
Megan Cardillo	Vice President	2.00	Officer	$0	$0	$0
Steve Briggs	Director	2.00	Director	$0	$0	$0
Mark Kellett	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
2024	No data	No data	No data	No data
2023	$149,552	$106,811	$1,097,827	$42,741
2022	$133,163	$98,540	$1,050,028	$34,623
2021	$135,738	$68,683	$1,084,442	$67,055
2020	$77,395	$58,835	$1,056,768	$18,560
2019	$130,679	$88,842	$1,042,225	$41,837

New London Historical Society