THE CONNECTICUT HISTORICAL SOCIETY Connecticut Museum of Culture & History (EIN 066026012) - 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

1825

Legal Domicile

Principal Officer

Robert A Kret

Phone

8602365621

Tax Period

2024-01-01 to 2024-12-31

THE CONNECTICUT HISTORICAL SOCIETY Connecticut Museum of Culture & History, founded in 1825, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $16.1M in total revenue in fiscal year 2024. Revenue surged 612% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.3M, a strong 64% operating margin.

Mission

The mission of the CHS is to cultivate deep understanding of the history and culture of Connecticut, and its role in America and the world, through reflection of the past, active engagement with the present, and innovation for the future through our collections, research, educational programs, and exhibitions. The CHSs vision is to work with an inclusive audience to promote historical and cultural perspectives as essential tools to connect with others, shape communities, and make informed decisions.

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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 $2,994,397

Program Service Revenue $235,863

Investment Income $12,853,515

Other Revenue $2,840

TOTAL REVENUE $16,086,615

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,402,027

Fundraising Expenses $965,739

Program Expenses $3,515,856

Other Expenses $2,348,689

TOTAL EXPENSES $5,750,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,086,615	$2,258,392	+6.1%
Expenses	$5,750,716	$5,317,249	+0.1%
Net Income	$10,335,899	$-3,058,857	-4.4%

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

Volunteers

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

$305,532

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert A Kret	CEO & Exec. Dir	50.00	Officer	$267,122	$38,410	$305,532
Jamie O'Brien	Chief Adv. Officer	50.00		$157,252	$34,167	$191,419
ILENE FRANK	CCHIEF STRAT. OFF	50.00		$149,665	$17,357	$167,022
C PAUL BEACH JR	Trustee	2.00	Director	$0	$0	$0
David Klein	Treasurer	2.00	Officer Director	$0	$0	$0
HENRY ZACHS	2ND VICE PRES.	2.00	Officer Director	$0	$0	$0
BICHOP NAWROT	Vice President	2.00	Officer Director	$0	$0	$0
Portia Corbett	Secretary	2.00	Officer Director	$0	$0	$0
Denise Merrill	Trustee	2.00	Director	$0	$0	$0
BARBARA KIEFER	Trustee	2.00	Director	$0	$0	$0
Dixon Mallory	Trustee	2.00	Director	$0	$0	$0
George Jepsen	Trustee	2.00	Director	$0	$0	$0
Andrew McDonald	Trustee	2.00	Director	$0	$0	$0
Alan Aleia	Trustee	2.00	Director	$0	$0	$0
SARA CHAMPION	Trustee	2.00	Director	$0	$0	$0
Corbin Walburger	Trustee	2.00	Director	$0	$0	$0
ROBERT BAZYK	Trustee	2.00	Director	$0	$0	$0
Michael Cantor	Chairman	2.00	Officer Director	$0	$0	$0
SYLVIA KELLY	President	2.00	Officer Director	$0	$0	$0
FIONA VERNAL	1st VICE PRES.	2.00	Officer Director	$0	$0	$0
Jason Rojas	Trustee	2.00	Director	$0	$0	$0
Tammy Exum	Trustee	2.00	Director	$0	$0	$0
DAVID MCCARY	Trustee	2.00	Director	$0	$0	$0
JAMES WILLIAMS	Trustee	2.00	Director	$0	$0	$0
Harry Arora	Trustee	2.00	Director	$0	$0	$0
Kerry Britland	Trustee	2.00	Director	$0	$0	$0
Joann Price	Trustee	2.00	Director	$0	$0	$0
Manisha Sinha	Trustee	2.00	Director	$0	$0	$0
Mark Kohler	Trustee	2.00	Director	$0	$0	$0
Caroline Simmons	Trustee	2.00	Director	$0	$0	$0
Jay Malcynsky	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	$16,086,615	$5,750,716	$68,434,113	$10,335,899
2023	$2,258,392	$5,317,249	$63,237,635	$-3,058,857
2022	$4,448,224	$4,807,039	$59,235,873	$-358,815
2021	$6,569,476	$3,938,568	$72,727,103	$2,630,908
2020	$2,637,982	$3,514,261	$64,248,148	$-876,279
2019	$2,584,376	$3,232,299	$58,336,693	$-647,923
2018	$2,527,753	$3,135,926	$51,011,045	$-608,173

THE CONNECTICUT HISTORICAL SOCIETY Connecticut Museum of Culture & History