Coventry Historical Society Incorpporated

EIN: 060983256 501(c)(3)

Coventry, CT

Total Revenue
$168,547
Total Expenses
$40,049
Total Assets
$418,892
Net Assets
$418,892
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1962
Legal Domicile
CT
Phone
4012651085
Tax Period
2023-10-01 to 2024-09-30

Coventry Historical Society Incorpporated, founded in 1962, is a small nonprofit that reported $169K in total revenue in fiscal year 2023. The organization ran a surplus of $128K, a strong 76% operating margin.

Mission

To discover collect and preserve whatever pertains to the history of the Town of Coventry and the surrounding area; to encourage research and make it available to members and the public; to educate the general public through displays programs events and historic structures as to the history of Coventry CT

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $142,270
Program Service Revenue $4,541
Investment Income $13,797
Other Revenue $7,939
TOTAL REVENUE $168,547

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,608
Fundraising Expenses $0
Program Expenses $2,378
Other Expenses $29,441
TOTAL EXPENSES $40,049

Year-over-Year Comparison

2023 2022 Change
Revenue $168,547 N/A N/A
Expenses $40,049 N/A N/A
Net Income $128,498 N/A N/A
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
10
Employees
N/A
Volunteers
12

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
4
$0
Total Directors
11
$11,018
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Susan Way Executive Board Member Archivist 18.70
Director
$11,018 $0 $11,018
James Murphy Executive Board Member President 2.10
Officer Director
$0 $0 $0
John Holmy Executive Board Member Vice Preside 3.50
Officer Director
$0 $0 $0
Daniel Gorka Executive Board Member Treasurer 3.30
Officer Director
$0 $0 $0
Steve Marshall Executive Board Member Secretary 1.40
Officer Director
$0 $0 $0
Bill Jobbagy Executive Board Member at Large 1.20
Director
$0 $0 $0
James Wicks Executive Board Member at Large 1.80
Director
$0 $0 $0
Joyce Wicks Executive Board Member at Large 1.20
Director
$0 $0 $0
Rachel Dawkins Executive Board Member at Large 1.70
Director
$0 $0 $0
Michelle Heimell Executive Board Member at Large 1.00
Director
$0 $0 $0
Peter Hershonik Executive Board Member at Large 0.90
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 $168,547 $40,049 $418,892 $128,498
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