CHELMSFORD HISTORICAL SOCIETY INC

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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

2025-05-01 to 2026-04-30

CHELMSFORD HISTORICAL SOCIETY INC, founded in 1963, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $78K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. Expenses of $88K exceeded revenue, resulting in a 13% operating deficit.

Mission

HISTORICAL PRESERVATION

Program Service Accomplishments

Program 1

Expenses: $87,975 Revenue: $77,523

MAINTENANCE + PRESERVATION OF THE BARRETT-BYAM HOMESTEAD. PRESERVE HISTORICAL COLLECTIONS

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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 (2025)

Revenue Breakdown

Contributions & Grants $13,780

Program Service Revenue $0

Investment Income $50,614

Other Revenue $13,140

TOTAL REVENUE $77,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,975

Other Expenses $87,975

TOTAL EXPENSES $87,975

Year-over-Year Comparison

	2025	2024	Change
Revenue	$77,534	$85,641	-0.1%
Expenses	$87,975	$94,305	-0.1%
Net Income	$-10,441	$-8,664	+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

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
2026	$77,534	$87,975	$1,171,861	$-10,441
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