CHELMSFORD HISTORICAL SOCIETY INC (EIN 042349378) - 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

1963

Legal Domicile

Principal Officer

FRED MERRIAM

Phone

9782562311

Tax Period

2024-05-01 to 2025-04-30

CHELMSFORD HISTORICAL SOCIETY INC, founded in 1963, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $86K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $94K exceeded revenue, resulting in a 10% operating deficit.

Mission

HISTORICAL PRESERVATION

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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 $7,257

Program Service Revenue $0

Investment Income $68,784

Other Revenue $9,600

TOTAL REVENUE $85,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,305

Other Expenses $94,305

TOTAL EXPENSES $94,305

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,641	$180,466	-0.5%
Expenses	$94,305	$84,568	+0.1%
Net Income	$-8,664	$95,898	-1.1%

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
FRED MERRIAM	PRESIDENT	1.00	Director	$0	$0	$0
JOHN GOFFIN	DIRECTOR	1.00	Director	$0	$0	$0
CARA TIRELLA	SECRETARY/CLERK	1.00	Director	$0	$0	$0
JERRY SULLIVAN	TREASURER	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	$85,641	$94,305	$1,025,897	$-8,664
2024	$180,466	$84,568	$1,038,241	$95,898
2023	$97,499	$69,375	$917,127	$28,124
2022	$52,692	$81,687	$954,229	$-28,995
2021	$34,754	$40,053	$1,019,428	$-5,299
2020	$49,086	$56,250	$786,179	$-7,164
2019	$25,493	$71,165	$824,714	$-45,672

CHELMSFORD HISTORICAL SOCIETY INC