GREENWICH 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

1931

Legal Domicile

Principal Officer

CAROL B CADOU

Phone

2038696899

Tax Period

2024-07-01 to 2025-06-30

GREENWICH HISTORICAL SOCIETY INC, founded in 1931, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $736K, a strong 20% operating margin.

Mission

GREENWICH HISTORICAL SOCIETY, INC. PRESERVES AND INTERPRETS GREENWICH HISTORY TO STRENGTHEN THE COMMUNITY'S CONNECTION TO OUR PAST, TO EACH OTHER AND TO OUR FUTURE.

Program Service Accomplishments

Program 1

Expenses: $2,303,631 Revenue: $316,841

(1) PRESERVATION AND INTERPRETATION OF BUSH-HOLLEY HISTORIC SITE. (2) RESEARCH, PUBLICATION AND PUBLIC INFORMATION SERVICES OF THE LIBRARY AND ARCHIVES ON THE HISTORY OF GREENWICH.(3) EDUCATION AND...

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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 $2,974,758

Program Service Revenue $316,841

Investment Income $550,428

Other Revenue $-97,778

TOTAL REVENUE $3,744,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,267,180

Fundraising Expenses $412,125

Program Expenses $2,303,631

Other Expenses $1,740,953

TOTAL EXPENSES $3,008,133

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,744,249	$1,851,095	+1.0%
Expenses	$3,008,133	$2,924,283	+0.0%
Net Income	$736,116	$-1,073,188	-1.7%

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

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
ALEXANDRA DALPAN CUMMISKEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
THOMAS P CLEPHANE	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSANNAH HEYWORTH	SECRETARY	2.00	Officer Director	$0	$0	$0
B CORT DELANY	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHERINE TOMPKINS	CHAIR	8.00	Officer Director	$0	$0	$0
MELINDA CARROLL	BOARD MEMBER	1.00	Director	$0	$0	$0
HALEY ELMLINGER	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA ERRICO	BOARD MEMBER	1.00	Director	$0	$0	$0
MIGUEL GARCIA-COLON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT HINMAN GETZ	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER GEORGES	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXANDRA KITTLE	BOARD MEMBER	1.00	Director	$0	$0	$0
HOLLY CASSIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL KOVNER	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK MELE	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY LAWRENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
ISABEL MALKIN	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
CHIP EMERY	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE OGILVY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CYNTHIA CHANG	BOARD MEMBER	1.00	Director	$0	$0	$0
BEA CRUMBINE	BOARD MEMBER	1.00	Director	$0	$0	$0
MALLORY MOLENKAMP	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM GALVIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH SCHMIDT ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNIE ANNE HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
HEINZ MAUESLI	TREASURER	2.00	Officer Director	$0	$0	$0
DAVIDDE E STRACKBEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELBY SAER	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN REYNOLDS LEHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MIMI MOULTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEASE FISHER TALLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES F NIEMETH	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER SARGENT	BOARD MEMBER	1.00	Director	$0	$0	$0
LEIGH ANN RYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE REYNOLDS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID ORMSBY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA MECKY	EXECUTIVE DIRECTOR & CEO	37.50	Highest	$141,239	$199	$141,438
DINA FLEISCHMANN	DIRECTOR OF DEVELOPMENT	37.50	Highest	$106,913	$3,264	$110,177

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	$3,744,249	$3,008,133	$25,026,579	$736,116
2024	$1,851,095	$2,924,283	$23,542,688	$-1,073,188
2023	$2,501,868	$2,839,416	$23,917,716	$-337,548
2022	$3,593,698	$2,518,779	$24,292,253	$1,074,919
2021	$1,529,771	$2,323,332	$25,626,567	$-793,561
2019	$4,504,030	$1,929,869	$24,075,086	$2,574,161
2018	$5,890,577	$1,742,942	$22,300,966	$4,147,635