MATTATUCK HISTORICAL SOCIETY (EIN 060443990) - 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

1902

Legal Domicile

Principal Officer

ROBERT BURNS

Phone

2037530381

Tax Period

2024-10-01 to 2025-09-30

MATTATUCK HISTORICAL SOCIETY, founded in 1902, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Net assets of $27.8M represent 94 months of operating reserves.

Mission

THE MATTATUCK MUSEUM IS A CENTER OF ART AND HISTORY, A GATHERING PLACE THAT NURTURES CREATIVITY AND LEARNING THROUGH TRANSFORMATIVE EXPERIENCES TO ENCOURAGE A DEEPER UNDERSTANDING OF OURSELVES AND OUR HERITAGE.

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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 $1,311,090

Program Service Revenue $187,194

Investment Income $1,762,055

Other Revenue $285,955

TOTAL REVENUE $3,546,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,537,785

Fundraising Expenses $234,318

Program Expenses $2,673,033

Other Expenses $1,929,198

TOTAL EXPENSES $3,466,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,546,294	$2,746,786	+0.3%
Expenses	$3,466,983	$3,254,199	+0.1%
Net Income	$79,311	$-507,413	-1.2%

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

103

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

$188,895

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BURNS	EXECUTIVE DI	50.00	Officer	$149,095	$39,800	$188,895
NICOLE ESPEUT	FINANCE DIRE	N/A	Officer	$0	$0	$0
JAMES STRUB	PRESIDENT	2.00	Officer Director	$0	$0	$0
SANDRA VIGLIOTTI SENICH	FORMER PRESI	2.00	Officer Director	$0	$0	$0
CARRIE ZIMYESKI	1ST VICE PRE	2.00	Officer Director	$0	$0	$0
JEFFREY OLSEN	2ND VICE PRE	2.00	Officer Director	$0	$0	$0
BRIAN HENEBRY	TREASURER	2.00	Officer Director	$0	$0	$0
CHRISTINE SHUGRUE	SECRETARY	2.00	Officer Director	$0	$0	$0
ROGER AMES	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE ARROYO	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY BERGSTROM	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA BERNSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
RICH BUSHKA	BOARD MEMBER	1.00	Director	$0	$0	$0
PHYLLIS CONNORS	BOARD MEMBER	1.00	Director	$0	$0	$0
GRANT COPELAND	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN MERRIAM FEINBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY HASKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
WESLI JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY LIGI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID MIESZKOWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA MOSTAJO	BOARD MEMBER	1.00	Director	$0	$0	$0
KAY MUNOZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE PETITTI	BOARD MEMBER	1.00	Director	$0	$0	$0
TARA SHAW	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER TERZIAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE TRAGAKISS	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ VAGNINI	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ZINNO	BOARD MEMBER	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
2025	$3,546,294	$3,466,983	$31,847,927	$79,311
2024	$2,746,786	$3,254,199	$31,499,984	$-507,413
2022	$3,496,557	$2,858,527	$30,372,011	$638,030
2021	$3,194,537	$2,972,482	$34,075,725	$222,055
2020	$4,719,701	$2,218,360	$30,519,452	$2,501,341
2019	$3,261,035	$2,303,071	$26,159,594	$957,964
2018	$3,585,503	$2,940,895	$25,023,739	$644,608

MATTATUCK HISTORICAL SOCIETY