OLD SAYBROOK HISTORICAL SOCIETY (EIN 061013438) - 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

1959

Legal Domicile

Principal Officer

MARIE MCFARLIN

Phone

8603951635

Tax Period

2023-10-01 to 2024-09-30

OLD SAYBROOK HISTORICAL SOCIETY, founded in 1959, is a small nonprofit that reported $180K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $212K exceeded revenue, resulting in a 18% operating deficit.

Mission

DEDICATED TO PRESERVING, PROTECTING AND PROMOTING THE HISTORY OF OLD SAYBROOK.

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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 $68,715

Program Service Revenue $1,363

Investment Income $104,886

Other Revenue $4,960

TOTAL REVENUE $179,924

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $2,028

Program Expenses $195,646

Other Expenses $211,734

TOTAL EXPENSES $212,234

Year-over-Year Comparison

	2023	2022	Change
Revenue	$179,924	$164,926	+0.1%
Expenses	$212,234	$135,844	+0.6%
Net Income	$-32,310	$29,082	-2.1%

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

100

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
LESLIE MASTRIANNA	Trustee	2.00	Director	$0	$0	$0
WAYNE HARM	Vice President	2.00	Officer Director	$0	$0	$0
ALAN CANTOR	Trustee	2.00	Director	$0	$0	$0
MARC DELMONICO	Trustee	2.00	Director	$0	$0	$0
EDWARD ARMSTRONG	Trustee	2.00	Director	$0	$0	$0
MARIE MCFARLIN	President	30.00	Officer Director	$0	$0	$0
LAMAR LEMONTE	Trustee	2.00	Director	$0	$0	$0
STEPHEN SHEEHAN	Trustee	2.00	Director	$0	$0	$0
THEODORA KOPCHA	Secretary	2.00	Officer Director	$0	$0	$0
STEPHAN BRODEUR	Treasurer	4.00	Officer Director	$0	$0	$0
DONNA DIBELLA	Trustee	2.00	Director	$0	$0	$0
JESSICA MAY	Trustee	2.00	Director	$0	$0	$0
ARLENE SAKATOS	Trustee	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
2024	$179,924	$212,234	$2,371,726	$-32,310
2023	$164,926	$135,844	$2,210,396	$29,082
2022	$171,150	$129,750	$2,066,557	$41,400
2021	$197,234	$116,600	$2,336,794	$80,634
2020	$163,047	$94,997	$2,070,396	$68,050
2019	$188,989	$122,764	$1,961,262	$66,225
2018	$151,677	$123,049	$1,897,181	$28,628

OLD SAYBROOK HISTORICAL SOCIETY