THE NEW CANAAN HISTORICAL SOCIETY INC (EIN 060727288) - 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

1893

Legal Domicile

Principal Officer

NANCY GEARY

Phone

2039661776

Tax Period

2023-07-01 to 2024-06-30

THE NEW CANAAN HISTORICAL SOCIETY INC, founded in 1893, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $767K, a strong 57% operating margin.

Mission

THE NEW CANAAN HISTORICAL SOCIETY MUSEUM TELLS THE STORY OF THE TOWN OF NEW CANAAN AND ITS GREATER COMMUNITY. THROUGH COLLECTIONS AND RESEARCH, PROGRAMS AND EVENTS. THE MUSEUM CELEBRATES HISTORY AND EXPLORES ITS IMPACT ON THE FUTURE. OUR MISSION ADDS TO THIS DIRECTIVE BY EMPHASIZING REASEARCH, PRESERVATION AND EDUCATION. OUR MOST SIGNIFICANT ACTIVITIES INCLUDE SCHOOL TOURS, A MODERN HOUSE DAY TOUR TO CELEBRATE MID CENTURY MODERN ARCHITECTURE AND NUMEROUS EXHIBITIONS.

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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 $1,324,055

Program Service Revenue $42,371

Investment Income $90,551

Other Revenue $-106,150

TOTAL REVENUE $1,350,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $238,178

Fundraising Expenses $62,927

Program Expenses $399,435

Other Expenses $346,034

TOTAL EXPENSES $584,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,350,827	$1,104,931	+0.2%
Expenses	$584,212	$610,872	0.0%
Net Income	$766,615	$494,059	+0.6%

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

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
JANET LANAWAY	TREASURER	5.00	Officer Director	$0	$0	$0
THOMAS MONAHAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
ELIZABETH DEMUTH	DIRECTOR	0.50	Director	$0	$0	$0
JANICE LUDDY	DIRECTOR	1.50	Director	$0	$0	$0
BARBARA ACHENBAUM	DIRECTOR	2.00	Director	$0	$0	$0
HUGO ALVES	DIRECTOR	0.50	Director	$0	$0	$0
ELLEN CUMMINGS	DIRECTOR	0.50	Director	$0	$0	$0
DOUG DOOLEY	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS FARLEY	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN FREEDGOOD	DIRECTOR	8.00	Director	$0	$0	$0
MEREDITH BACH	DIRECTOR	1.50	Director	$0	$0	$0
KAREN FERGUSON	DIRECTOR	1.50	Director	$0	$0	$0
BETSY GREENE	DIRECTOR	1.50	Director	$0	$0	$0
FRANCES WILSON	DIRECTOR	1.50	Director	$0	$0	$0
ADAM BENENSON	DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW BLOOM	VICE PRESIDENT	2.00	Officer	$0	$0	$0
ALEC CASEY	SECRETARY	2.00	Officer	$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	No data	No data	No data	No data
2024	$1,350,827	$584,212	$6,206,826	$766,615
2024	$86,811	$145,323	$6,034,523	$-58,512
2023	$1,104,929	$610,872	$4,926,092	$494,057
2022	$504,717	$765,915	$4,172,136	$-261,198
2021	$2,078,555	$515,258	$4,680,820	$1,563,297
2020	$390,122	$501,095	$2,824,226	$-110,973
2019	$658,214	$499,783	$2,876,747	$158,431

THE NEW CANAAN HISTORICAL SOCIETY INC