CLINTON HISTORICAL SOCIETY INC (EIN 066046513) - 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

1940

Legal Domicile

Principal Officer

MARION MARTINEZ

Phone

8606692148

Tax Period

2024-04-01 to 2025-03-31

CLINTON HISTORICAL SOCIETY INC, founded in 1940, is a micro nonprofit that reported $88K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 22% operating margin.

Mission

PRESERVATION OF HISTORICAL ARTIFACTS

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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 $10,073

Program Service Revenue $0

Investment Income $78,872

Other Revenue $-602

TOTAL REVENUE $88,343

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $1,087

Program Expenses $56,158

Other Expenses $66,268

TOTAL EXPENSES $69,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,343	$51,983	+0.7%
Expenses	$69,268	$67,258	+0.0%
Net Income	$19,075	$-15,275	-2.2%

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

N/A

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
CHARLOTTE NEELY	Director	2.00	Director	$0	$0	$0
MARK BURNO	Director	2.00	Director	$0	$0	$0
JOHN QUINN	Director	2.00	Director	$0	$0	$0
CHRISTY PONTILLO	Director	2.00	Director	$0	$0	$0
MARION MARTINEZ	President	4.00	Officer Director	$0	$0	$0
LARAINE SCHERBAN	Director	2.00	Director	$0	$0	$0
REGINA WOHLKE	Vice President	3.00	Officer Director	$0	$0	$0
JACK SCHERBAN	Treasurer	3.00	Officer Director	$0	$0	$0
GARY KUTZ	Director	2.00	Director	$0	$0	$0
DAVID LAVASSEUR	Director	2.00	Director	$0	$0	$0
GAIL WEBSTER	Director	3.00	Director	$0	$0	$0
DIANNE GUSTAFSON	Director	2.00	Director	$0	$0	$0
SUE SCHRECK	Director	2.00	Director	$0	$0	$0
DEBORAH KUTZ	Director	2.00	Director	$0	$0	$0
CARRIE ALLEN	Director	3.00	Director	$0	$0	$0
ANNE BAKER	Director	2.00	Director	$0	$0	$0
MARY JANE MORELLI	Director	2.00	Director	$0	$0	$0
SHORA RAINEY	Director	2.00	Director	$0	$0	$0
DAVE RAINEY	Director	2.00	Director	$0	$0	$0
ROBERT FARACE	Director	2.00	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	$88,343	$69,268	$1,471,827	$19,075
2024	$51,983	$67,258	$1,454,472	$-15,275
2023	$85,866	$50,243	$1,469,747	$35,623
2022	$47,318	$56,145	$1,434,465	$-8,827
2021	$90,801	$42,665	$1,443,509	$48,136
2020	$67,719	$51,217	$1,403,191	$16,502
2019	$52,674	$45,815	$1,386,689	$6,859

CLINTON HISTORICAL SOCIETY INC