OLD CHELMSFORD GARRISON HOUSE ASSOCIATION (EIN 042721004) - 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

1959

Legal Domicile

Tax Period

2020-01-01 to 2020-12-31

OLD CHELMSFORD GARRISON HOUSE ASSOCIATION, founded in 1959, is a micro nonprofit that reported $10K in total revenue in fiscal year 2020. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $26K exceeded revenue, resulting in a 160% operating deficit.

Mission

Preservation and maintenance of British Garrison house 1691 designated as National Historical Place. Presevation of 9 historic building and museum. Education of children and public of the history of Chelmsford and the early American life.

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,986

Program Service Revenue $0

Investment Income $7,860

Other Revenue $0

TOTAL REVENUE $9,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,748

Other Expenses $25,576

TOTAL EXPENSES $25,576

Year-over-Year Comparison

	2020	2019	Change
Revenue	$9,846	$15,615	-0.4%
Expenses	$25,576	$19,954	+0.3%
Net Income	$-15,730	$-4,339	+2.6%

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

N/A

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
Robert Karpawich	trustee	4.00	Director	$0	$0	$0
Dana Gray	trustee	4.00	Director	$0	$0	$0
Dan Lacroix	trustee	4.00	Director	$0	$0	$0
Paul Windt	trustee	4.00	Director	$0	$0	$0
John Learson	trustee	4.00	Director	$0	$0	$0
Kitty Desharnais	trustee	4.00	Director	$0	$0	$0
Nancy Clark	trustee	4.00	Director	$0	$0	$0
Deborah Taverna	President	4.00	Officer Director	$0	$0	$0
GEORGE RIPSOM	TREASURER	4.00	Officer Director	$0	$0	$0
Mary B Patridge	Secretary	4.00	Officer Director	$0	$0	$0
Betty Ripsom	Vice President	6.00	Officer	$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
2020	$9,846	$25,576	$741,198	$-15,730
2019	$15,615	$19,954	$724,689	$-4,339
2018	$13,386	$16,672	$641,999	$-3,286

OLD CHELMSFORD GARRISON HOUSE ASSOCIATION