THE WINDSOR HISTORICAL SOCIETY OF WINDSOR CONN INC (EIN 060851583) - 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

1921

Legal Domicile

Principal Officer

CARRIE TAYLOR

Phone

8606883813

Tax Period

2024-07-01 to 2025-06-30

THE WINDSOR HISTORICAL SOCIETY OF WINDSOR CONN INC, founded in 1921, is a small nonprofit that reported $408K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $611K exceeded revenue, resulting in a 50% operating deficit.

Mission

MAINTAIN AND OPERATE FOR THE PUBLIC A HISTORIC MUSEUM, A HISTORICAL GENEALOGICAL LIBRARY, AND SPECIAL PROGRAMS FOR ADULTS AND CHILDREN.

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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 $135,798

Program Service Revenue $8,451

Investment Income $240,210

Other Revenue $23,526

TOTAL REVENUE $407,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $403,167

Fundraising Expenses $68,703

Program Expenses $380,439

Other Expenses $208,088

TOTAL EXPENSES $611,255

Year-over-Year Comparison

	2024	2023	Change
Revenue	$407,985	$433,587	-0.1%
Expenses	$611,255	$586,441	+0.0%
Net Income	$-203,270	$-152,854	+0.3%

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

$74,359

Total Directors

$157,934

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARRIE TAYLOR	EXECUTIVE DI	40.00	Officer	$3	$0	$3
RANDY MCKENNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
FLORENCE BARLOW	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DANIEL CRITTENDEN	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA COLLINS	TREASURER	1.00	Officer Director	$0	$0	$0
KALEITHA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
HILLARY CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
SULMA DEPEYSTER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH GILLIGAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PUGLIESE	DIRECTOR	1.00	Director	$0	$0	$0
WALTER STEVENSON	DIRECTOR	1.00	Director	$80,459	$3,119	$83,578
ELIZABETH BURKE	DIRECTOR	1.00	Director	$0	$0	$0
MARK WALKER	DIRECTOR	1.00	Director	$0	$0	$0
RANDY GRAFF	DIRECTOR	1.00	Director	$0	$0	$0
SHARON BELLINGER	DIRECTOR	1.00	Director	$0	$0	$0
LANCE HALL	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS SHIPMAN	PRIOR ED	1.00	Officer Director	$66,969	$7,387	$74,356

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	$407,985	$611,255	$10,767,482	$-203,270
2024	$433,587	$586,441	$10,104,844	$-152,854
2023	$347,267	$608,997	$9,483,599	$-261,730
2022	$426,742	$532,371	$9,103,774	$-105,629
2021	$468,064	$408,918	$10,753,750	$59,146
2020	$426,266	$456,137	$9,403,459	$-29,871
2019	$449,929	$459,610	$9,381,521	$-9,681
2018	$575,208	$436,721	$9,244,423	$138,487

THE WINDSOR HISTORICAL SOCIETY OF WINDSOR CONN INC