BREWSTER HISTORICAL SOCIETY INC (EIN 046077999) - 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

1964

Legal Domicile

Principal Officer

STEPHEN B JONES

Phone

5088969521

Tax Period

2023-01-01 to 2023-12-31

BREWSTER HISTORICAL SOCIETY INC, founded in 1964, is a small nonprofit that reported $196K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $179K left a modest 9% surplus.

Mission

THE BREWSTER HISTORICAL SOCIETY, ESTABLISHED IN 1964, COLLECTS AND PRESERVES THE ARTIFACTS AND HISTORY OF BREWSTER TO ENSURE THEIR FUTURE ACCESSIBILITY. ITS MAIN BUILDING HOUSES FOUR PERMANENT GALLERIES, A SPECIAL EXHIBITION GALLERY AND AN EXTENSIVE DOCUMENTS RESEARCH AREA ACCESSIBLE BY APPOINTMENT. THE SOCIETY ALSO MAINTAINS A RESTORED 18TH CENTURY WINDMILL AND HOUSE AND A BLACKSMITH SHOP AT WINDMILL VILLAGE ADJACENT DRUMMER BOY PARK.

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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 (2023)

Revenue Breakdown

Contributions & Grants $153,471

Program Service Revenue $5,533

Investment Income $15,339

Other Revenue $21,162

TOTAL REVENUE $195,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,571

Fundraising Expenses $10,326

Program Expenses $157,035

Other Expenses $158,046

TOTAL EXPENSES $178,617

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,505	$257,224	-0.2%
Expenses	$178,617	$150,854	+0.2%
Net Income	$16,888	$106,370	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN JONES	TREASURER	5.00	Officer Director	$0	$0	$0
JOANN MORAN	CORRESPONDING SECRETARY	5.00	Officer Director	$0	$0	$0
PATRICIA ROBERTS	RECORDING SECRETARY	5.00	Officer Director	$0	$0	$0
SALLY GUNNING	PRESIDENT	5.00	Officer Director	$0	$0	$0
WILLIAM ROBERTS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
PAUL DALEY	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER DUDZIK	DIRECTOR	1.00	Director	$0	$0	$0
WALTER ATWATER	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$195,505	$178,617	$2,348,348	$16,888
2022	$257,224	$150,854	$2,315,384	$106,370
2021	$141,028	$124,373	$2,220,493	$16,655
2020	$93,364	$106,986	$2,189,088	$-13,622
2019	$179,323	$107,381	$2,194,194	$71,942

BREWSTER HISTORICAL SOCIETY INC