STRAFFORD HISTORICAL SOCIETY INC (EIN 036007726) - 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

1955

Legal Domicile

Principal Officer

STEPHEN WILLBANKS

Phone

8027654529

Tax Period

2024-08-01 to 2025-07-31

STRAFFORD HISTORICAL SOCIETY INC, founded in 1955, is a small nonprofit that reported $179K in total revenue in fiscal year 2024. Revenue surged 472% from the prior year, signaling strong growth momentum. The organization ran a surplus of $160K, a strong 89% operating margin.

Mission

FOUNDED IN 1955, THE MISSION OF THE STRAFFORD HISTORICAL SOCIETY IS TO PRESERVE THE SITES, RECORDS, OBJECTS, AND RELATED MATERIALS PERTAINING TO THE HISTORY OF THE TOWN OF STRAFFORD FOR EDUCATIONAL PURPOSES AND TO APPLY THE LESSONS OF HISTORY FOR THE SOLUTION AND BETTERMENT OF THE CURRENT AFFAIRS OF SAID TOWN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $177,529

Program Service Revenue $0

Investment Income $0

Other Revenue $1,075

TOTAL REVENUE $178,604

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,673

Other Expenses $19,050

TOTAL EXPENSES $19,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,604	$31,230	+4.7%
Expenses	$19,050	$19,687	0.0%
Net Income	$159,554	$11,543	+12.8%

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
STEPHEN WILLBANKS	PRESIDENT	5.00	Officer Director	$0	$0	$0
DAVID WEBB	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LAURA OGDEN	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERTA ROBINSON	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN CLOKE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DUMVILLE	DIRECTOR	1.00	Director	$0	$0	$0
JARED JENISCH	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT KNORLEIN	DIRECTOR	1.00	Director	$0	$0	$0
EARL RANSOM	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA TIDMAN	DIRECTOR	1.00	Director	$0	$0	$0
SIMONE PYLE	CURATOR	1.00	Director	$0	$0	$0
JOHN FREITAG	HISTORIAN	1.00	Director	$0	$0	$0
ARTHUR HANCHETT	HISTORIAN	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	$178,604	$19,050	$505,969	$159,554
2023	$103,219	$15,664	$334,872	$87,555
2022	$162,829	$17,029	$251,430	$145,800

STRAFFORD HISTORICAL SOCIETY INC