HERITAGE PRESERVATION TRUST OF NEWTOWN INC

EIN: 061251869 501(c)(3) Arts, Culture & Humanities

NEWTOWN, CT

Total Revenue
$56,459
Total Expenses
$57,607
Total Assets
$2,026,613
Net Assets
$2,026,413
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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
1989
Legal Domicile
CT
Principal Officer
WILLIAM BRIMMER
Phone
2034262080
Tax Period
2023-07-01 to 2024-06-30

HERITAGE PRESERVATION TRUST OF NEWTOWN INC, founded in 1989, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $56K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Net assets of $2.0M represent 431 months of operating reserves.

Mission

PRESERVATION OF A HISTORIC BUILDING. THE BUILDING IS AVAILABLE TO THE GENERAL PUBLIC FOR MEETINGS, WEDDINGS AND FUNERALS.

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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 $1,050
Program Service Revenue $28,563
Investment Income $26,846
Other Revenue $0
TOTAL REVENUE $56,459

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $57,607
Other Expenses $57,607
TOTAL EXPENSES $57,607

Year-over-Year Comparison

2023 2022 Change
Revenue $56,459 $115,520 -0.5%
Expenses $57,607 $81,395 -0.3%
Net Income $-1,148 $34,125 -1.0%
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

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
13

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
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHERRI BAGGETT DIRECTOR N/A
Director
$0 $0 $0
WILLIAM BRIMMER PRESIDENT 1.00
Officer Director
$0 $0 $0
STEFANIE CLAVETTE TREASURER 1.00
Officer Director
$0 $0 $0
GEOFF DENT DIRECTOR N/A
Director
$0 $0 $0
ROBERT GECKLE DIRECTOR N/A
Director
$0 $0 $0
ROBERT HALL SECRETARY 1.00
Officer Director
$0 $0 $0
DANIEL HONAN DIRECTOR N/A
Director
$0 $0 $0
JOHN MADZULA II DIRECTOR N/A
Director
$0 $0 $0
ZACHARY KINSMAN DIRECTOR N/A
Director
$0 $0 $0
JOHN MADZULA DIRECTOR N/A
Director
$0 $0 $0
DONALD T STUDLEY DIRECTOR N/A
Director
$0 $0 $0
LAUREEN TROTTO VICE PRESIDE 1.00
Officer Director
$0 $0 $0
BRIAN C WHITE DIRECTOR N/A
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 No data No data No data No data
2025 No data No data No data No data
2024 $56,459 $57,607 $2,026,613 $-1,148
2023 $115,520 $81,395 $1,796,601 $34,125
2022 $38,707 $102,179 $1,760,852 $-63,472
2021 $48,182 $30,034 $2,010,652 $18,148
2020 $31,805 $50,892 $1,758,800 $-19,087
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