KENT HISTORICAL SOCIETY INC (EIN 060850105) - 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

1954

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

KENT HISTORICAL SOCIETY INC, founded in 1954, is a small nonprofit that reported $164K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $152K left a modest 7% surplus.

Mission

HISTORICAL PRESERVATION OF KENT

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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 $61,644

Program Service Revenue $4,692

Investment Income $93,423

Other Revenue $3,750

TOTAL REVENUE $163,509

Expense Breakdown

Grants Paid $8,378

Salaries & Benefits $81,422

Fundraising Expenses $0

Program Expenses $45,435

Other Expenses $62,148

TOTAL EXPENSES $151,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$163,509	$145,017	+0.1%
Expenses	$151,948	$180,274	-0.2%
Net Income	$11,561	$-35,257	-1.3%

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

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
D KENT FREEMAN	TRUSTEE	0.50	Director	$0	$0	$0
JOHN BLANTON	TRUSTEE	0.50	Director	$0	$0	$0
DEBBIE SHIFLETT-FITTON	TRUSTEE	0.50	Director	$0	$0	$0
CAROLYN CASEY	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTINE ADAMS	SECRETARY	2.00	Officer Director	$0	$0	$0
ROGER GONZALAS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DEBORAH CHABRIAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
SHARON CIPOLLA	ACTING TREASURER	0.50	Officer 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	$163,509	$151,948	$2,188,640	$11,561
2023	$145,017	$180,274	$2,178,337	$-35,257
2022	$110,683	$176,869	$2,212,372	$-66,186
2021	$317,269	$101,266	$2,278,706	$216,003
2020	$89,837	$109,942	$2,063,443	$-20,105
2019	$175,411	$108,312	$2,082,548	$67,099
2018	$102,464	$123,365	$1,976,968	$-20,901

KENT HISTORICAL SOCIETY INC