FIRST ECCLESIASTICAL SOCIETY OF STRATFORD INC (EIN 060934343) - 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

1943

Legal Domicile

Principal Officer

Theodore Pert

Phone

2033759937

Tax Period

2025-03-01 to 2026-02-28

FIRST ECCLESIASTICAL SOCIETY OF STRATFORD INC, founded in 1943, is a micro nonprofit that reported $21K in total revenue in fiscal year 2025. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $61K exceeded revenue, resulting in a 190% operating deficit.

Mission

To administer the investments of the Cordelia Sterling Estate and transfer income from the investments to the Sterling House Community Center and to manage the Society's investments.

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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 $0

Program Service Revenue $0

Investment Income $20,986

Other Revenue $0

TOTAL REVENUE $20,986

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,837

Other Expenses $10,837

TOTAL EXPENSES $60,837

Year-over-Year Comparison

	2025	2024	Change
Revenue	$20,986	$99,189	-0.8%
Expenses	$60,837	$367,744	-0.8%
Net Income	$-39,851	$-268,555	-0.9%

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

N/A

Volunteers

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
Theodore Pert	Chairman	0.5	Officer	$0	$0	$0
Carl Larsen	Secretary	0.5	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
2026	$20,986	$60,837	$700,587	$-39,851
2025	$99,189	$367,744	$740,438	$-268,555
2024	$27,655	$90,705	$1,008,993	$-63,050
2023	$150,006	$97,221	$1,072,043	$52,785
2022	$228,401	$123,417	$1,019,258	$104,984
2021	$38,507	$171,442	$914,274	$-132,935

FIRST ECCLESIASTICAL SOCIETY OF STRATFORD INC