Simsbury 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

1912

Legal Domicile

Phone

8606582500

Tax Period

2022-07-01 to 2023-06-30

Simsbury Historical Society Inc, founded in 1912, is a small nonprofit that reported $134K in total revenue in fiscal year 2022. Net assets of $817K represent 73 months of operating reserves.

Mission

Preservation of the historic heritage of Simsbury, Connecticut and the surrounding area including education, research, maintaining a collection of historic items, recording current events and history, and serve as the town historian.

Program Service Accomplishments

Program 1

Expenses: $62,656 Revenue: $10,042

Maintain, preserve and catalog the historical collection of artifacts including books, clothing and other items.

Program 2

Expenses: $57,702 Revenue: $3,920

Maintaining the historic facilities that are part of the museum including The Phelps House, Tavern and Barn; The Hendricks Cottage; The Old Probate Courthouse and other facilities.

Program 3

Expenses: $5,216 Revenue: $8,580

Special Events

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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 (2022)

Revenue Breakdown

Contributions & Grants $61,599

Program Service Revenue $18,622

Investment Income $14,757

Other Revenue $39,488

TOTAL REVENUE $134,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,233

Fundraising Expenses $0

Program Expenses $125,574

Other Expenses $110,439

TOTAL EXPENSES $146,672

Year-over-Year Comparison

	2022	2021	Change
Revenue	$134,466	$133,626	+0.0%
Expenses	$146,672	$131,273	+0.1%
Net Income	$-12,206	$2,353	-6.2%

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
Evan Goetjen	Treasurer	5.00	Officer Director	$0	$0	$0
Joe Buda	Director	1.00	Director	$0	$0	$0
Susan Ray	Director	1.00	Director	$0	$0	$0
Allen Bradford	Director	1.00	Director	$0	$0	$0
Bob Moody	President	20.00	Officer Director	$0	$0	$0
Rob Poutasse	Director	1.00	Director	$0	$0	$0
Tony Braz	Secretary	5.00	Officer Director	$0	$0	$0
Gabriel Benjamin	Director	1.00	Director	$0	$0	$0
Robert H Churchill	Director	1.00	Director	$0	$0	$0
Dagny H Griswold	Director	1.00	Director	$0	$0	$0
Ieke Scully	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$134,466	$146,672	$969,946	$-12,206
2022	$133,626	$131,273	$982,145	$2,353
2021	$170,932	$79,392	$991,893	$91,540
2020	$61,425	$87,236	$921,618	$-25,811
2019	$88,562	$115,105	$922,302	$-26,543
2018	$73,338	$122,041	$857,021	$-48,703