BEDFORD HISTORICAL SOCIETY

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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

1967

Legal Domicile

Principal Officer

CLAIRE DAY

Phone

6034716336

Tax Period

2022-01-01 to 2022-12-31

BEDFORD HISTORICAL SOCIETY, founded in 1967, is a small nonprofit that reported $194K in total revenue in fiscal year 2022. Revenue surged 283% from the prior year, signaling strong growth momentum. The organization ran a surplus of $140K, a strong 72% operating margin.

Mission

TO PRESERVE AND SHARE THE UNIQUE HISTORY AND TRADITIONS OF THE AREA.

Program Service Accomplishments

Program 1

Expenses: $54,755

THE BEDFORD HISTORICAL SOCIETY MAINTAINS HISTORIC BUILDINGS THAT HOUSE PAPERS AND ARTIFACTS THAT ARE IMPORTANT PARTS OF THE LOCAL HISTORY. THESE BUILDINGS ARE OPEN TO THE PUBLIC BY APPOINTMENT...

THE BEDFORD HISTORICAL SOCIETY MAINTAINS HISTORIC BUILDINGS THAT HOUSE PAPERS AND ARTIFACTS THAT ARE IMPORTANT PARTS OF THE LOCAL HISTORY. THESE BUILDINGS ARE OPEN TO THE PUBLIC BY APPOINTMENT. SCHOOL GROUPS COME AND TOUR THE BUILDINGS AS WELL. THE SOCIETY PROVIDES HISTORIC PROGRAMS THAT ARE OF INTEREST TO THE GENERAL PUBLIC TO FURTHER THE PUBLICS' KNOWLEDGE OF HISTORY. THE SOCIETY IS REHABILITATING A HISTORICALLY IMPORTANT SCHOOL BUILDING. ONCE THIS PROJECT IS COMPLETE, THE BUILDING WILL BE OPEN AS A COMMUNITY CENTER FOR USE OF THE PUBLIC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $193,740

Program Service Revenue $0

Investment Income $24

Other Revenue $592

TOTAL REVENUE $194,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,755

Other Expenses $54,755

TOTAL EXPENSES $54,755

Year-over-Year Comparison

	2022	2021	Change
Revenue	$194,356	$50,721	+2.8%
Expenses	$54,755	$54,568	+0.0%
Net Income	$139,601	$-3,847	-37.3%

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
REBECCA ACORN	TREASURER	5.00	Officer Director	$0	$0	$0
GWEN BRODER	CO - PRESIDE	5.00	Officer Director	$0	$0	$0
DEE CARON	SECRETARY	5.00	Officer Director	$0	$0	$0
CLAIRE DAY	CO - PRESIDE	5.00	Officer Director	$0	$0	$0
MARGARET GOODRICH	DIRECTOR	5.00	Director	$0	$0	$0
BEVERLY THOMAS	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
SUSAN TUFTS-MOORE	DIRECTOR	5.00	Director	$0	$0	$0
GLENN WIGGIN	DIRECTOR	5.00	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
2022	$194,356	$54,755	$583,586	$139,601