SHELTON 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

1970

Legal Domicile

Principal Officer

SUSAN Z MAURIELLO

Phone

2039251803

Tax Period

2024-01-01 to 2024-12-31

SHELTON HISTORICAL SOCIETY INC, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $111K in total revenue in fiscal year 2024. Expenses of $107K left a modest 4% surplus.

Mission

THE MISSION OF THE SHELTON HISTORICAL SOCIETY IS TO PRESERVE ELEMENTS OF THE COMMUNITY'S HISTORY IN ORDER TO CREATE LASTING AND MEANINGFUL CONNECTIONS BETWEEN PAST, PRESENT, AND FUTURE GENERATIONS THROUGH EDUCATION, MAINTAINING A MUSEUM WITH ITS COLLECTIONS, AND PROVIDING EDUCATIONAL PROGAMS FOR THE COMMUNITY REGARDING MATTERS OF HISTORICAL SIGNIFICANCE.

Program Service Accomplishments

Program 1

Expenses: $24,157

EDUCATIONAL PROGRAMS TO CREATE LASTING AND MEANINGFUL CONNECTIONS BETWEEN PAST, PRESENT AND FUTURE GENERATIONS

Program 2

Expenses: $29,058

COLLECTION PRESERVATION, ASSESSMENT AND CATALOGING

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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 $81,742

Program Service Revenue $0

Investment Income $16,142

Other Revenue $13,175

TOTAL REVENUE $111,059

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,284

Fundraising Expenses $0

Program Expenses $53,215

Other Expenses $58,614

TOTAL EXPENSES $106,898

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,059	$116,704	0.0%
Expenses	$106,898	$102,527	+0.0%
Net Income	$4,161	$14,177	-0.7%

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

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

$24,445

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHARINE DALTON	EXECUTIVE DIRECTOR	20.00	Director	$24,445	$0	$24,445
PAULA ANTHONY	PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
MAURICE CAYER	1ST VICE PRESIDENT/DIRECTO	1.00	Officer Director	$0	$0	$0
SUSAN MAURIELLO	TREASURER/DIRECTOR	2.00	Officer Director	$0	$0	$0
SHARON CAYER	DIRECTOR	0.50	Director	$0	$0	$0
CHERYL DZIUBINA	DIRECTOR	0.50	Director	$0	$0	$0
JAMES GEISSLER	DIRECTOR	0.50	Director	$0	$0	$0
LINDA HOOPER	DIRECTOR	0.50	Director	$0	$0	$0
DEBORAH OPPEL	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE LAUBIN	DIRECTOR	0.50	Director	$0	$0	$0
ERICA ZICK	DIRECTOR	0.50	Director	$0	$0	$0
JAMES ALLAN	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTIANE JONES	DIRECTOR	0.50	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	$111,059	$106,898	$629,625	$4,161
2023	$116,704	$102,527	$616,464	$14,177
2022	$130,803	$108,454	$620,037	$22,349
2021	$135,398	$87,340	$576,258	$48,058
2020	$87,943	$65,213	$534,630	$22,730