THE STAMFORD HISTORICAL SOCIETY INC

EIN: 066039238 501(c)(3)

STAMFORD, CT

Total Revenue
$157,521
Total Expenses
$115,488
Total Assets
$557,152
Net Assets
$551,451
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1901
Legal Domicile
CT
Principal Officer
JOSEPH MAIDA
Phone
2039126148
Tax Period
2024-07-01 to 2025-06-30

THE STAMFORD HISTORICAL SOCIETY INC, founded in 1901, is a small nonprofit that reported $158K in total revenue in fiscal year 2024. The organization ran a surplus of $42K, a strong 27% operating margin.

Mission

THE SOCIETY IS DEDICATED TO PRESERVING REGIONAL HISTORY AND PROVIDING OPPORTUNITIES FOR THE COMMUNITY TO UNDERSTAND AND EXPERIENCE THE PAST THROUGH THE PRESENTATION OF EXHIBITS AND DISPLAYS, LECTURES, DEMONSTRATIONS, SPECIAL EVENTS AND PARTICIPATORY PROGRAMS. IN PARTICULAR, WE PRESERVE AND OFFER TOURS OF THE UNIQUE HOYT BARNUM HOUSE, BUILT IN 1699. AS THE CITY OF STAMFORD'S HISTORY CENTER, WE HAVE A RESPONSIBILITY TO ALL CITIZENS OF OUR COMMUNITY TO PRESERVE THE VARIED EXPERIENCES THAT REFLECT OUR CULTURAL HERITAGE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $94,910
Program Service Revenue $2,936
Investment Income $16,764
Other Revenue $42,911
TOTAL REVENUE $157,521

Expense Breakdown

Grants Paid $0
Salaries & Benefits $48,589
Fundraising Expenses $13,792
Program Expenses $72,284
Other Expenses $66,899
TOTAL EXPENSES $115,488

Year-over-Year Comparison

2024 2023 Change
Revenue $157,521 $148,067 +0.1%
Expenses $115,488 $145,019 -0.2%
Net Income $42,033 $3,048 +12.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
48

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
0
$0
Total Directors
12
$24,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THOMAS ZOUBEK PHD EXECUTIVE DIRECTOR 10.00
Director
$24,000 $0 $24,000
VINCENT MURACE FIRST VICE CHAIRMAN 1.00
Director
$0 $0 $0
WILLIAM EYNON TREASURER 5.00
Director
$0 $0 $0
EILEEN ROSNER RECORDING SECRETARY 1.00
Director
$0 $0 $0
RONALD S HERBST JD DIRECTOR 1.00
Director
$0 $0 $0
JOSEPH MAIDA CHAIRMAN 1.00
Director
$0 $0 $0
FREDRICK PETERSON DIRECTOR 1.00
Director
$0 $0 $0
EMILY DERR SECOND VICE CHAIRMAN 2.00
Director
$0 $0 $0
KATHERINE LOVE DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER HAWTHORNE DIRECTOR 12.00
Director
$0 $0 $0
MATT PAVIA DIRECTOR 1.00
Director
$0 $0 $0
ELIZABETH MERCEDE DIRECTOR 1.00
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
2025 $157,521 $115,488 $557,152 $42,033
2024 $148,067 $145,019 $463,183 $3,048
2023 $149,201 $124,039 $443,550 $25,162
2022 $121,038 $114,562 $451,948 $6,476
2021 $118,995 $113,332 $437,581 $5,663
2020 $85,566 $112,641 $385,012 $-27,075
2019 $117,404 $118,676 $441,268 $-1,272
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