STRATFORD HISTORICAL SOCIETY

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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

1987

Legal Domicile

Principal Officer

JERI-ANN COOK

Phone

2033780630

Tax Period

2023-09-01 to 2024-08-31

STRATFORD HISTORICAL SOCIETY, founded in 1987, is a small nonprofit in the Arts, Culture & Humanities sector that reported $229K in total revenue in fiscal year 2023. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 28% operating margin.

Mission

HISTORIC PRESERVATION FOR THE TOWN OF STRATFORD

Program Service Accomplishments

Program 1

Expenses: $146,287

PRESERVATION AND MAINTENANCE OF HISTORICAL BUILDINGS AND PROPERTIES IN THE TOWN OF STRATFORD, CT. PROMOTION, DOCUMENTATION AND EDUCATION OF THE TOWN HISTORY. MUSEUM AND GIFT SHOP OPERATION.

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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 $19,204

Program Service Revenue $0

Investment Income $209,571

Other Revenue $104

TOTAL REVENUE $228,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,729

Fundraising Expenses $0

Program Expenses $146,287

Other Expenses $110,741

TOTAL EXPENSES $165,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,879	$103,142	+1.2%
Expenses	$165,470	$151,607	+0.1%
Net Income	$63,409	$-48,465	-2.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA DEBIASE	RECORDING SECRETARY	3.00	Officer	$0	$0	$0
CHRISTINE DUFFY	CORRESPONDING SECRETARY	11.00	Officer	$0	$0	$0
JERI ANN COOK	TREASURER	2.00	Officer	$0	$0	$0
PAM HUTCHINSON	DIRECTOR	3.00	Officer	$0	$0	$0
KEVIN MOORE	ACTING PRESIDENT	9.00	Officer	$0	$0	$0
ROGER SALLS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
GEORGENE FASANELLA	DIRECTOR	6.00	Officer	$0	$0	$0
BARBARA STEWART	DIRECTOR	5.00	Officer	$0	$0	$0
ETHAN STEWART	DIRECTOR	4.00	Officer	$0	$0	$0
BARBARA HEIMLICH	DIRECTOR	2.00	Officer	$0	$0	$0
ANNA VAUGHN	DIRECTOR	1.00	Officer	$0	$0	$0
JOHN SOBER	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$228,879	$165,470	$4,485,680	$63,409
2023	$103,142	$151,607	$3,920,490	$-48,465
2022	$456,865	$93,344	$3,855,079	$363,521
2021	$288,075	$126,433	$4,144,457	$161,642
2020	$100,996	$137,203	$3,461,637	$-36,207
2019	$115,009	$99,963	$3,432,318	$15,046
2018	$165,730	$124,487	$3,344,810	$41,243