SOUTHBURY HISTORICAL SOCIETY INC

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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

1968

Legal Domicile

Principal Officer

MELINDA ELLIOTT

Phone

2037543134

Tax Period

2025-01-01 to 2025-12-31

SOUTHBURY HISTORICAL SOCIETY INC, founded in 1968, is a micro nonprofit that reported $30K in total revenue in fiscal year 2025. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 51% operating margin.

Mission

THE SOUTHBURY HISTORICAL SOCIETY COLLECTS AND PRESERVES FOR PUBLIC BENEFIT THE HISTORY AND HERITAGE OF THE TOWN OF SOUTHBURY, CT AND ITS REGION.

Program Service Accomplishments

Program 1

Expenses: $9,204

THE SOUTHBURY HISTORICAL SOCIETY COLLECTS AND PRESERVES FOR PUBLIC BENEFIT THE HISTORY AND HERITAGE OF THE TOWN OF SOUTHBURY, CT AND ITS REGION.

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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 $20,766

Program Service Revenue $0

Investment Income $8,006

Other Revenue $1,016

TOTAL REVENUE $29,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,204

Other Expenses $14,705

TOTAL EXPENSES $14,705

Year-over-Year Comparison

	2025	2024	Change
Revenue	$29,788	$37,347	-0.2%
Expenses	$14,705	$13,776	+0.1%
Net Income	$15,083	$23,571	-0.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES FLAHERTY	SECRETARY/DI	2.00	Officer Director	$0	$0	$0
MARTIN LUDORF	DIRECTOR	1.00	Director	$0	$0	$0
MARK MANVILLE	DIRECTOR	1.00	Director	$0	$0	$0
DEIRDRE SULLIVAN	DIRECTOR/VIC	1.00	Officer Director	$0	$0	$0
DEBORAH WEBER	TREASURER/DI	4.00	Officer Director	$0	$0	$0
MELINDA ELLIOTT	PRESIDENT	4.00	Officer	$0	$0	$0
LEIGH GRAHAM	MUSEUM ADMIN	4.00	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
2025	$29,788	$14,705	$572,602	$15,083
2024	$37,347	$13,776	$522,400	$23,571