Wethersfield Historical Society (EIN 066038062) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1934

Legal Domicile

Principal Officer

Amy Northrop Wittorff

Phone

8605297656

Tax Period

2023-01-01 to 2023-12-31

Wethersfield Historical Society, founded in 1934, is a small nonprofit in the Arts, Culture & Humanities sector that reported $560K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

The purpose of the Society is to collect, preserve, and interpret Wethersfield's past for the education and enjoyment of present and future generations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $264,703

Program Service Revenue $184,567

Investment Income $110,437

Other Revenue $124

TOTAL REVENUE $559,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $363,646

Fundraising Expenses $73,060

Program Expenses $433,779

Other Expenses $212,867

TOTAL EXPENSES $576,513

Year-over-Year Comparison

	2023	2022	Change
Revenue	$559,831	$634,066	-0.1%
Expenses	$576,513	$557,930	+0.0%
Net Income	$-16,682	$76,136	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Dorene Ciarcia	President	10.00	Officer Director	$0	$0	$0
Marc Berube	Vice President	5.00	Officer Director	$0	$0	$0
Chris Montross	Director	5.00	Director	$0	$0	$0
Beverly Lucas	Secretary	5.00	Officer Director	$0	$0	$0
Kayla Pittman Weisenberger	Director	5.00	Director	$0	$0	$0
Douglas Weed	Treasurer	5.00	Officer Director	$0	$0	$0
Joan Munroe	Director	5.00	Director	$0	$0	$0
Raul Rodriguez	Director	5.00	Director	$0	$0	$0
Pete Watts	Director	5.00	Director	$0	$0	$0
Betty Standish	Director	5.00	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	No data	No data	No data	No data
2023	$559,831	$576,513	$1,047,935	$-16,682
2022	$634,066	$557,930	$1,063,503	$76,136
2021	$439,679	$387,347	$1,087,183	$52,332
2020	$427,895	$352,812	$1,000,413	$75,083
2019	$361,304	$358,459	$849,308	$2,845
2018	$291,881	$364,913	$748,019	$-73,032

Wethersfield Historical Society