HISTORIC DEERFIELD INC (EIN 042262880) - 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

1952

Legal Domicile

Principal Officer

JOHN DAVIS

Phone

4137745581

Tax Period

2024-07-01 to 2025-06-30

HISTORIC DEERFIELD INC, founded in 1952, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.7M in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $9.8M exceeded revenue, resulting in a 27% operating deficit.

Mission

HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY, ARCHITECTURE, AND THE DECORATIVE ARTS THAT RECOGNIZES A PARTICULAR RESPONSIBILITY FOR PRESERVING AND INTERPRETING THE BUILDINGS ENTRUSTED TO IT, THEIR UNIQUE SETTING IN THE TOWN OF DEERFIELD, AND THE UNDERSTANDING OF THEMSELVES, THEIR COMMUNITIES, AND THE WORLD.

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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 $1,740,032

Program Service Revenue $3,727,645

Investment Income $1,960,513

Other Revenue $267,107

TOTAL REVENUE $7,695,297

Expense Breakdown

Grants Paid $14,395

Salaries & Benefits $5,543,034

Fundraising Expenses $411,234

Program Expenses $7,670,701

Other Expenses $4,221,532

TOTAL EXPENSES $9,778,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,695,297	$16,718,745	-0.5%
Expenses	$9,778,961	$9,720,845	+0.0%
Net Income	$-2,083,664	$6,997,900	-1.3%

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

255

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

$488,214

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH GROMACKI	CHAIR	2.00	Officer Director	$0	$0	$0
LYNN H BALL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LYNDA MCCURDY HOTRA	SECRETARY	2.00	Officer Director	$0	$0	$0
FRASER B BEEDE	TREASURER	2.00	Officer Director	$0	$0	$0
NANCY J BARNARD	TRUSTEE	2.00	Director	$0	$0	$0
ANTHONY BERNER	TRUSTEE	2.00	Director	$0	$0	$0
LAWRENCE C CALDWELL	TRUSTEE	2.00	Director	$0	$0	$0
COURNEY MARSH CHAPIN	TRUSTEE	2.00	Director	$0	$0	$0
DEBORAH DEARBORN	TRUSTEE	2.00	Director	$0	$0	$0
DAVID DE LUCA	TRUSTEE	2.00	Director	$0	$0	$0
HEIDI HOLLOMON FLANAGAN	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE L FLYNT	TRUSTEE	2.00	Director	$0	$0	$0
WESLEY C FREDERICKS	TRUSTEE	2.00	Director	$0	$0	$0
J RITCHIE GARRISON	TRUSTEE	2.00	Director	$0	$0	$0
GREGORY GROSS	TRUSTEE (AS OF 5/25)	2.00	Director	$0	$0	$0
BARBARA A JAMES	TRUSTEE	2.00	Director	$0	$0	$0
ELISE LANGAN	TRUSTEE	2.00	Director	$0	$0	$0
ANN W LORD	TRUSTEE (UNTIL 11/24)	2.00	Director	$0	$0	$0
JAMES D MELTZER	TRUSTEE	2.00	Director	$0	$0	$0
GERALD C MINGIN	TRUSTEE	2.00	Director	$0	$0	$0
ALICE NASH	TRUSTEE	2.00	Director	$0	$0	$0
LINDSAY W ORMSBY	TRUSTEE	2.00	Director	$0	$0	$0
PAUL C PETERS	TRUSTEE	2.00	Director	$0	$0	$0
ELLEN M SNYDER-GRENIER	TRUSTEE	2.00	Director	$0	$0	$0
SARAH E THOMAS	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM P VEILLETTE	TRUSTEE	2.00	Director	$0	$0	$0
JOHN H DAVIS	CEO/PRESIDENT	40.00	Officer	$231,219	$74,571	$305,790
LAURA SMIAROWSKI	CFO & ASST. TREASURER	40.00	Officer	$123,207	$35,281	$158,488
BETSY MCKEE	ASSISTANT SECRETARY	24.00	Officer	$23,936	$0	$23,936
ANNE DIGAN LANNING	SENIOR VICE PRESDENT	40.00	Highest	$112,757	$16,958	$129,715
LAURIE MCDONALD	INNKEEPER	40.00	Highest	$130,583	$25,454	$156,037
JESSE VANEK	VP DEVELOPMENT & COMMUNICATIONS	40.00	Highest	$113,464	$28,013	$141,477

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	$7,695,297	$9,778,961	$89,615,318	$-2,083,664
2024	No data	No data	No data	No data
2023	$8,880,473	$9,110,458	$72,346,362	$-229,985
2022	$10,139,425	$8,074,893	$68,326,078	$2,064,532
2021	$8,334,092	$6,886,164	$76,973,698	$1,447,928
2020	$5,490,166	$6,868,265	$60,729,953	$-1,378,099
2019	$6,785,076	$7,484,381	$64,167,841	$-699,305
2018	$7,385,454	$7,656,128	$65,062,522	$-270,674

HISTORIC DEERFIELD INC