ESSEX HISTORICAL SOCIETY (EIN 066054716) - 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

1955

Legal Domicile

Principal Officer

LOU MAZZARESE

Phone

8607670681

Tax Period

2025-01-01 to 2025-12-31

ESSEX HISTORICAL SOCIETY, founded in 1955, is a small nonprofit that reported $215K in total revenue in fiscal year 2025. Revenue decreased 17% compared to the prior year. Expenses of $267K exceeded revenue, resulting in a 24% operating deficit.

Mission

PRESERVATION OF AND EDUCATION ON ESSEX HISTORY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $163,028

Program Service Revenue $18,887

Investment Income $33,000

Other Revenue $0

TOTAL REVENUE $214,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,196

Fundraising Expenses $0

Program Expenses $134,030

Other Expenses $163,379

TOTAL EXPENSES $266,575

Year-over-Year Comparison

	2025	2024	Change
Revenue	$214,915	$259,219	-0.2%
Expenses	$266,575	$182,111	+0.5%
Net Income	$-51,660	$77,108	-1.7%

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

$71,665

Total Directors

$71,665

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA JOSEFIAK	EXECUTIVE DI	30.00	Officer Director	$71,665	$0	$71,665
DEE BRENNAN	DIRECTOR	2.00	Director	$0	$0	$0
DICK MATHER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID KIRSCH	DIRECTOR	2.00	Director	$0	$0	$0
MELINDA KINGSBURY	DIRECTOR	2.00	Director	$0	$0	$0
SUE WINCHELL	DIRECTOR	2.00	Director	$0	$0	$0
RUSSEL PAGLIUGHI	DIRECTOR	2.00	Director	$0	$0	$0
TERRI ETHRIDGE	SECRETARY	2.00	Officer Director	$0	$0	$0
GUS BENTIVEGNA	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
JOHN BAUER	TREASURER	5.00	Officer Director	$0	$0	$0
LOU MAZZARESE	PRESIDENT	6.00	Officer 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	$214,915	$266,575	$744,004	$-51,660
2024	No data	No data	No data	No data
2023	$131,722	$154,301	$665,594	$-22,579
2022	$141,075	$118,185	$662,125	$22,890
2021	$116,736	$106,489	$701,174	$10,247
2020	$69,077	$94,635	$663,717	$-25,558
2019	$82,495	$99,965	$655,687	$-17,470
2018	$112,767	$114,151	$614,036	$-1,384

ESSEX HISTORICAL SOCIETY