CONNECTICUT TRUST FOR HISTORIC PRE… - Form 990 Financial Data

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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

1975

Legal Domicile

Principal Officer

JANE MONTANARO

Phone

2035626312

Tax Period

2024-07-01 to 2025-06-30

CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC, founded in 1975, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.4M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $3.1M left a modest 9% surplus.

Mission

INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT.

Program Service Accomplishments

Program 1

Expenses: $2,927,686 Revenue: $1,775,529

PRESERVATION SERVICES PROGRAM PROVIDES INFORMATION, REFERRAL AND FIELD SERVICES TO PRESERVATION GROUPS, MUNICIPALITIES, CORPS AND INDIVIDUALS. THE PROGRAM WAS DEVELOPED TO PROVIDE ASSISTANCE TO THE COMMUNITY REGARDING PRESERVATION. THE PROGRAM IS ALSO STRUCTURED TO INCREASE PUBLIC AWARENESS OF HISTORIC PRESERVATION, SENSITIZE CITIZENS TO PRESERVATION CONCERNS AND TO DISSEMINATE INFORMATION TO SPECIALIZED AND GENERAL AUDIENCES.

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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 $1,564,335

Program Service Revenue $1,766,847

Investment Income $100,644

Other Revenue $8,682

TOTAL REVENUE $3,440,508

Expense Breakdown

Grants Paid $302,426

Salaries & Benefits $815,744

Fundraising Expenses $68,080

Program Expenses $2,927,686

Other Expenses $2,001,502

TOTAL EXPENSES $3,119,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,440,508	$6,157,178	-0.4%
Expenses	$3,119,672	$6,253,368	-0.5%
Net Income	$320,836	$-96,190	-4.3%

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

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

$135,437

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE MONTANARO	EXECUTIVE DI	40.00	Officer	$110,854	$24,583	$135,437
CAROLINE SLOAT	CHAIR	2.00	Officer Director	$0	$0	$0
MARY JEAN AGOSTINI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GARRY LEONARD	TREASURER	2.00	Officer Director	$0	$0	$0
ELLEN GOULD	SECRETARY	2.00	Officer Director	$0	$0	$0
CATHERINE OSTEN	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN T SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
CRISTINA ROSS	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY BULLIS	BOARD MEMBER	2.00	Director	$0	$0	$0
DEB COHEN	BOARD MEMBER	2.00	Director	$0	$0	$0
NICK FABIANI	BOARD MEMBER	2.00	Director	$0	$0	$0
EDWARD GERBER	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN GOODRICH	BOARD MEMBER	2.00	Director	$0	$0	$0
HENRY GRIGGS	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN HARRINGTON	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY KAUFMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
HILARY LEWIS	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM NISSLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
PRIYANKA PANJWANI	BOARD MEMBER	2.00	Director	$0	$0	$0
EDITH PESTANA	BOARD MEMBER	2.00	Director	$0	$0	$0
ALAN PONANSKI	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES QUINN	BOARD MEMBER	2.00	Director	$0	$0	$0
PIETER ROOS	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT TIERNEY	BOARD MEMBER	2.00	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	$3,440,508	$3,119,672	$3,180,021	$320,836
2024	$6,157,178	$6,253,368	$2,772,949	$-96,190
2023	$5,077,022	$5,172,195	$2,627,534	$-95,173
2022	$12,511,714	$12,315,548	$2,880,357	$196,166
2021	$14,465,356	$13,947,934	$2,800,338	$517,422
2020	$2,875,789	$2,802,837	$2,048,262	$72,952
2019	$1,056,515	$1,085,664	$2,075,084	$-29,149
2018	$1,664,003	$1,333,196	$2,089,929	$330,807

CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC