CLINTON HISTORICAL SOCIETY (EIN 046069672) - 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

1903

Legal Domicile

Principal Officer

JEAN DZIOKONSKI

Phone

9783680084

Tax Period

2024-01-01 to 2024-12-31

CLINTON HISTORICAL SOCIETY, founded in 1903, is a small nonprofit that reported $121K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $73K, a strong 60% operating margin.

Mission

TO PERSERVE HISTORICAL ARTIFACTS AND LANDMARKS

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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 $98,328

Program Service Revenue $0

Investment Income $22,281

Other Revenue $725

TOTAL REVENUE $121,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,772

Other Expenses $48,211

TOTAL EXPENSES $48,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,334	$161,403	-0.2%
Expenses	$48,211	$46,884	+0.0%
Net Income	$73,123	$114,519	-0.4%

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
TERRANCE INGANO	DIRECTOR	004.00	Director	$0	$0	$0
JEAN DZIOKONSKI	VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
LISA KERBER	TREASURER	002.00	Officer Director	$0	$0	$0
JOHN GRAVES	DIRECTOR	003.00	Director	$0	$0	$0
ROBERT LATINI	DIRECTOR	005.00	Director	$0	$0	$0
ROBIN DAVIDSON	DIRECTOR	003.00	Director	$0	$0	$0
ELAINE PATTERSON	PRESIDENT	004.00	Officer Director	$0	$0	$0
ELLEN FROST	SECRETARY	002.00	Officer Director	$0	$0	$0
CAROL CONSTANTINO	DIRECTOR	002.00	Director	$0	$0	$0
LESLIE WILSON	DIRECTOR	002.00	Director	$0	$0	$0
TOM NOONAN	DIRECTOR	002.00	Director	$0	$0	$0
JOANNE DAILY	DIRECTOR	002.00	Director	$0	$0	$0
RON JACKABOWITZ	DIRECTOR	002.00	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
2024	$121,334	$48,211	$832,453	$73,123
2023	$161,403	$46,884	$875,247	$114,519
2022	$45,497	$48,639	$761,548	$-3,142
2021	$77,460	$50,759	$930,757	$26,701
2020	$191,566	$44,837	$800,591	$146,729
2019	$38,567	$53,018	$582,825	$-14,451
2018	$70,241	$47,276	$532,961	$22,965

CLINTON HISTORICAL SOCIETY