MIDDLESEX COUNTY HISTORICAL SOCIETY

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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

1901

Legal Domicile

Principal Officer

ALAIN MUNKITTRICK

Phone

8603460746

Tax Period

2024-04-01 to 2025-03-31

MIDDLESEX COUNTY HISTORICAL SOCIETY, founded in 1901, is a small nonprofit in the Arts, Culture & Humanities sector that reported $117K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $107K left a modest 8% surplus.

Mission

TO MAINTAIN MIDDLESEX COUNTY'S HISTORICAL INTEGRITY AND TO EDUCATE AND PROVIDE PROGRAMS TO THE PUBLIC TO INCREASE THEIR UNDERSTANDING OF THE AREA'S PAST.

Program Service Accomplishments

Program 1

Expenses: $49,962 Revenue: $16,130

THE SOCIETY COLLECTS DOCUMENTS, ARTIFACTS AND PHOTOGRAPHS RELATING TO THE HISTORY OF MIDDLESEX COUNTY. THE SOCIETY PROVIDES MUSEUM EXHIBITS AND PROGRAMS TO ADULTS AND CHILDREN AS WELL AS HISTORIC...

THE SOCIETY COLLECTS DOCUMENTS, ARTIFACTS AND PHOTOGRAPHS RELATING TO THE HISTORY OF MIDDLESEX COUNTY. THE SOCIETY PROVIDES MUSEUM EXHIBITS AND PROGRAMS TO ADULTS AND CHILDREN AS WELL AS HISTORIC WALKING TOURS AND CIVIL WAR REENACTMENTS.

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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 $78,826

Program Service Revenue $16,130

Investment Income $15,070

Other Revenue $6,927

TOTAL REVENUE $116,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,257

Fundraising Expenses $10,870

Program Expenses $49,962

Other Expenses $68,873

TOTAL EXPENSES $107,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$116,953	$93,148	+0.3%
Expenses	$107,130	$105,847	+0.0%
Net Income	$9,823	$-12,699	-1.8%

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

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
ALAIN MUNKITTRICK	PRESIDENT	3.00	Officer	$0	$0	$0
CATHERINE BRANCH STEBBINS	VICE-PRESIDE	3.00	Officer	$0	$0	$0
KRISHNA WINSTON	SECRETARY	3.00	Officer	$0	$0	$0
DEBORAH SHAPIRO	TREASURER	30.00	Officer	$0	$0	$0
MOLLY AUNGER	DIRECTOR AT	1.00	Director	$0	$0	$0
JOHN F BOLLES III	DIRECTOR AT	1.00	Director	$0	$0	$0
CARLA CARPENTER	DIRECTOR AT	1.00	Director	$0	$0	$0
STEVEN DUBEY	DIRECTOR AT	1.00	Director	$0	$0	$0
THELMA BALL FREELAND	DIRECTOR AT	1.00	Director	$0	$0	$0
RICHARD FRISWELL	DIRECTOR AT	1.00	Director	$0	$0	$0
BRIAN GARTNER	DIRECTOR AT	1.00	Director	$0	$0	$0
MARDI LOMAN	DIRECTOR AT	1.00	Director	$0	$0	$0
RENEE TRIBERT	DIRECTOR AT	1.00	Director	$0	$0	$0
PETER BUCK ZAIDEL	DIRECTOR AT	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	$116,953	$107,130	$783,860	$9,823
2024	$93,148	$105,847	$775,789	$-12,699
2023	$68,813	$105,633	$730,003	$-36,820
2022	$348,552	$101,989	$773,101	$246,563
2021	$41,576	$59,022	$772,369	$-17,446
2020	$54,573	$65,405	$674,094	$-10,832
2019	$53,486	$97,159	$710,831	$-43,673