EAST HADDAM HISTORICAL SOCIETY INC (EIN 066063218) - 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

1963

Legal Domicile

Principal Officer

BRUCE SIEVERS

Phone

8608733944

Tax Period

2024-01-01 to 2024-12-31

EAST HADDAM HISTORICAL SOCIETY INC, founded in 1963, is a small nonprofit that reported $138K in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 34% operating margin.

Mission

1. PROMOTING THE STUDY OF AND INTEREST IN THE HISTORY OF THE TOWN OF EAST HADDAM AND THE LOWER CONNECTICUT RIVER VALLEY. 2. PERPETUATING THE NAMES AND ACCOMPLISHMENTS OF THE ORIGINAL SETTLERS. 3. ACQUIRING, HOLDING AND PRESERVING ARTIFACTS, RELICS, BUILDINGS, AND RECORDS OF ALL KINDS RELATING TO LOCAL 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 (2024)

Revenue Breakdown

Contributions & Grants $40,721

Program Service Revenue $700

Investment Income $82,148

Other Revenue $14,182

TOTAL REVENUE $137,751

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $2,249

Program Expenses $71,265

Other Expenses $89,634

TOTAL EXPENSES $90,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$137,751	$77,780	+0.8%
Expenses	$90,634	$90,855	0.0%
Net Income	$47,117	$-13,075	-4.6%

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
BRUCE SIEVERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGARET KENNEDY	VICE PRESIDE	12.00	Officer Director	$0	$0	$0
MARY MAZUR	RECORDING SE	1.00	Officer Director	$0	$0	$0
PHIL PICCOLA	CORRESPONDIN	2.00	Officer Director	$0	$0	$0
JOHN BIELOT	TREASURER	7.00	Officer Director	$0	$0	$0
JOANNE MAYNARD	TRUSTEE	12.00	Director	$0	$0	$0
ANTHONY VALENTINO	TRUSTEE	2.00	Director	$0	$0	$0
ANGIE JANSKY	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN EVARTS	TRUSTEE	3.00	Director	$0	$0	$0
BILL BARNEY	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS DELISLE	TRUSTEE	6.00	Director	$0	$0	$0
SCOTT JEZEK	TRUSTEE	1.00	Director	$0	$0	$0
LAURIE ALT	TRUSTEE	1.00	Director	$0	$0	$0
GABRIELLE WEISSBACH	ALTERNATE	1.00	Director	$0	$0	$0
JUDI GLOVER	ALTERNATE	0.00	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
2024	$137,751	$90,634	$1,844,765	$47,117
2023	$77,780	$90,855	$1,695,176	$-13,075
2022	$214,185	$119,491	$1,571,306	$94,694
2021	$124,615	$90,658	$1,797,695	$33,957
2020	$57,556	$46,239	$1,669,663	$11,317

EAST HADDAM HISTORICAL SOCIETY INC