WESTON HISTORICAL SOCIETY INC (EIN 066038732) - 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

1962

Legal Domicile

Principal Officer

Mark Crowley

Phone

2032261804

Tax Period

2024-04-01 to 2025-03-31

WESTON HISTORICAL SOCIETY INC, founded in 1962, is a small nonprofit that reported $213K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $187K left a modest 12% surplus.

Mission

The mission is to preserve and promote the history of Weston, Connecticut and the surrounding area, broadly defined.

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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 $110,437

Program Service Revenue $0

Investment Income $78,564

Other Revenue $23,940

TOTAL REVENUE $212,941

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,097

Fundraising Expenses $18,234

Program Expenses $134,916

Other Expenses $134,578

TOTAL EXPENSES $186,675

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,941	$268,759	-0.2%
Expenses	$186,675	$187,474	0.0%
Net Income	$26,266	$81,285	-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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pam Kersey	President	010.00	Officer Director	$0	$0	$0
Kirby Brendsel	VP	007.00	Officer Director	$0	$0	$0
Mark Crowley	Treasurer	007.00	Officer Director	$0	$0	$0
Deb Alderson	Secretary	001.00	Officer Director	$0	$0	$0
Mark Brennan	Trustee	001.00	Director	$0	$0	$0
Kareen Kanaga	Trustee	001.00	Director	$0	$0	$0
Robin Kunhardt	Trustee	001.00	Director	$0	$0	$0
Susan Moran	Trustee	001.00	Director	$0	$0	$0
Jennifer Moscato	Trustee	001.00	Director	$0	$0	$0
Maryclare Roos	Trustee	001.00	Director	$0	$0	$0
William Weiss	Trustee	001.00	Director	$0	$0	$0
Stacey Youell	Trustee	N/A	Director	$0	$0	$0
Samantha Kulish	Executive Dirctor	020.00	Highest	$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	$212,941	$186,675	$3,314,860	$26,266
2024	$268,759	$187,474	$3,289,011	$81,285
2023	$60,919	$230,020	$3,207,587	$-169,101
2022	$138,510	$158,047	$3,376,680	$-19,537
2021	$1,850,028	$168,324	$3,396,226	$1,681,704
2020	$212,548	$140,141	$1,714,651	$72,407
2019	$299,855	$127,501	$1,641,596	$172,354

WESTON HISTORICAL SOCIETY INC