CHATHAM HISTORICAL SOCIETY INC (EIN 046045540) - 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

1926

Legal Domicile

Principal Officer

LINDA CEBULA

Phone

5089452493

Tax Period

2024-01-01 to 2024-12-31

CHATHAM HISTORICAL SOCIETY INC, founded in 1926, is a small nonprofit that reported $636K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $197K, a strong 31% operating margin.

Mission

THE MISSION OF THE CHATHAM HISTORICAL SOCIETY IS TO INFORM AND EDUCATE, PRESENT AND FUTURE GENERATIONS, ABOUT THE HISTORY AND CULTURE OF CHATHAM AND VICINITY BY COLLECTING AND PRESERVING RECORDS OF EARLIER GENERATIONS AND BY EXHIBITING AND INTERPRETING ART, ARTIFACTS, ARCHIVES AND PLACES OF HISTORICAL INTEREST.

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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 $193,005

Program Service Revenue $26,903

Investment Income $225,425

Other Revenue $190,490

TOTAL REVENUE $635,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $228,158

Fundraising Expenses $45,117

Program Expenses $326,128

Other Expenses $211,107

TOTAL EXPENSES $439,265

Year-over-Year Comparison

	2024	2023	Change
Revenue	$635,823	$511,078	+0.2%
Expenses	$439,265	$445,380	0.0%
Net Income	$196,558	$65,698	+2.0%

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

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

$79,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL WOEHLER	PRESIDENT	5.00	Officer Director	$0	$0	$0
CRAIG VOKEY	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
LINDA CEBULA	TREASURER	5.00	Officer Director	$0	$0	$0
STUART GREEN	SECRETARY	5.00	Officer Director	$0	$0	$0
BONNIE ROSENTHALL	DIRECTOR	2.00	Director	$0	$0	$0
DAWN BOYNTON	DIRECTOR	2.00	Director	$0	$0	$0
JULIE FLEISCHMANN	DIRECTOR	2.00	Director	$0	$0	$0
NICK HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
MARIAH KELLY	DIRECTOR	2.00	Director	$0	$0	$0
WINNIE LEAR	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN LEVY	DIRECTOR	2.00	Director	$0	$0	$0
STEVE NICKERSON	DIRECTOR	2.00	Director	$0	$0	$0
BAYSIE WIGHTMAN	DIRECTOR	2.00	Director	$0	$0	$0
DONNA KAUFMANN	DIRECTOR	2.00	Director	$0	$0	$0
JACQUES LONGERSTAEY	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET MARTIN	RECORDING SE	2.00	Director	$0	$0	$0
KEVIN WRIGHT	EXECUTIVE DI	40.00	Officer	$76,630	$2,370	$79,000

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
2024	$635,823	$439,265	$5,267,442	$196,558
2023	$511,078	$445,380	$4,827,211	$65,698
2022	$669,610	$375,755	$4,433,841	$293,855
2021	$638,240	$314,699	$4,520,232	$323,541
2020	$398,080	$317,476	$4,065,000	$80,604
2019	$324,509	$327,944	$3,809,912	$-3,435
2018	$333,898	$288,670	$3,501,670	$45,228

CHATHAM HISTORICAL SOCIETY INC