BRISTOL HISTORICAL AND PRESERVATION SOCIETY (EIN 056010399) - 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

1936

Legal Domicile

Principal Officer

JUAN MARISCAL

Phone

4012537223

Tax Period

2024-01-01 to 2024-12-31

BRISTOL HISTORICAL AND PRESERVATION SOCIETY, founded in 1936, is a small nonprofit that reported $227K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 23% operating margin.

Mission

TO PRESERVE HISTORICAL DOCUMENTATION AND EDUCATE THE PUBLIC

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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 $44,208

Program Service Revenue $7,333

Investment Income $130,959

Other Revenue $44,160

TOTAL REVENUE $226,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,441

Fundraising Expenses $0

Program Expenses $133,129

Other Expenses $55,743

TOTAL EXPENSES $175,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,660	$162,629	+0.4%
Expenses	$175,184	$158,772	+0.1%
Net Income	$51,476	$3,857	+12.3%

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

$50,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANIE DAUTERIVE	PRESIDENT	20.00	Officer Director	$0	$0	$0
LARRY VERRIA	FIRST VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JUAN MARISCAL	TREASURER	20.00	Officer Director	$0	$0	$0
LYNN SMITH	SECRETARY	10.00	Officer Director	$0	$0	$0
DENNIS DOYON	DIRECTOR	10.00	Director	$0	$0	$0
DEANNA BROOKS	DIRECTOR	10.00	Director	$0	$0	$0
DAN MANCHESTER	DIRECTOR	10.00	Director	$0	$0	$0
AL CRABTREE	DIRECTOR	10.00	Director	$0	$0	$0
JULIE ENGLUND	DIRECTOR	10.00	Director	$0	$0	$0
CHRIS SOUSA	DIRECTOR	10.00	Director	$0	$0	$0
JERRY DAUTERIVE	DIRECTOR	10.00	Director	$0	$0	$0
BILL HOLMES	DIRECTOR	10.00	Director	$0	$0	$0
SARAH WEED	DIRECTOR	10.00	Director	$0	$0	$0
CATHERINE ZIPF	EXECUTIVE DIRECTOR	20.00	Officer	$50,000	$0	$50,000

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	$226,660	$175,184	$657,079	$51,476
2023	$162,629	$158,772	$607,878	$3,857
2022	$175,371	$169,702	$596,869	$5,669
2021	$206,947	$166,392	$639,890	$40,555
2020	$153,026	$201,875	$617,593	$-48,849
2019	$194,827	$224,421	$647,842	$-29,594
2018	$115,197	$209,062	$677,436	$-93,865

BRISTOL HISTORICAL AND PRESERVATION SOCIETY