HISTORICAL SOCIETY OF GLASTONBURY INC (EIN 060775931) - 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

1935

Legal Domicile

Principal Officer

BARBARA THEURKAUF

Phone

8606336890

Tax Period

2025-01-01 to 2025-12-31

HISTORICAL SOCIETY OF GLASTONBURY INC, founded in 1935, is a small nonprofit in the Arts, Culture & Humanities sector that reported $293K in total revenue in fiscal year 2025. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $105K, a strong 36% operating margin.

Mission

TO PRESERVE AND DISPLAY GLASTONBURY CONNECTICUT TOWN HISTORY

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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 (2025)

Revenue Breakdown

Contributions & Grants $115,726

Program Service Revenue $81,873

Investment Income $54,834

Other Revenue $40,500

TOTAL REVENUE $292,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $98,686

Fundraising Expenses $0

Program Expenses $187,693

Other Expenses $89,007

TOTAL EXPENSES $187,693

Year-over-Year Comparison

	2025	2024	Change
Revenue	$292,933	$312,702	-0.1%
Expenses	$187,693	$200,749	-0.1%
Net Income	$105,240	$111,953	-0.1%

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

100

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
BARBARA THEURKAUF	PRESIDENT	N/A	Officer Director	$0	$0	$0
JUNE BLACKSTEN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
KATHLEEN PFEFFER	TREASURER	N/A	Officer Director	$0	$0	$0
SARAH PETTENGILL	SECRETARY	N/A	Officer Director	$0	$0	$0
JIM MELZEN	DIRECTOR	N/A	Director	$0	$0	$0
JIM HALLAS	DIRECTOR	N/A	Director	$0	$0	$0
TOM MONAGHAN	DIRECTOR	N/A	Director	$0	$0	$0
EMILY SCHEYD	DIRECTOR	N/A	Director	$0	$0	$0
GIL TYLER	IMMEDIATE PA	N/A	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	$292,933	$187,693	$1,381,057	$105,240
2024	$312,702	$200,749	$1,237,536	$111,953
2023	$343,583	$189,605	$1,129,662	$153,978
2022	$181,931	$183,404	$1,005,999	$-1,473
2021	$199,149	$187,429	$1,031,336	$11,720
2020	$158,830	$159,820	$923,301	$-990
2019	$115,648	$160,623	$876,185	$-44,975
2018	$191,665	$206,915	$1,048,026	$-15,250

HISTORICAL SOCIETY OF GLASTONBURY INC