DARIEN HISTORICAL SOCIETY (EIN 066068553) - 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

1953

Legal Domicile

Principal Officer

AL MILLER

Phone

2036559233

Tax Period

2024-07-01 to 2025-06-30

DARIEN HISTORICAL SOCIETY, founded in 1953, is a small nonprofit in the Arts, Culture & Humanities sector that reported $226K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $297K exceeded revenue, resulting in a 31% operating deficit.

Mission

THE MISSION OF THE DARIEN HISTORICAL SOCIETY, AND ITS BATES SCOFIELD HOMESTEAD MUSEUM, IS TO MAINTAIN, COLLECT, PRESERVE, AND EXHIBIT MATERIALS OF LOCAL HISTORICAL VALUE AND EDUCATE THE COMMUNITY ABOUT ITS HERITAGE. IT IS THROUGH THE DILIGENT PERFORMANCE OF THIS MISSION THAT THE SOCIETY WILL BRING A GREATER SENSE OF COMMUNITY TO THE RESIDENTS OF DARIEN, BY HELPING THEM TO UNDERSTAND AND APPRECIATE THE CHARACTER AND INDIVIDUALITY OF THEIR TOWN AND TO HONOR AND PRESERVE ITS HERITAGE AS THEY SHAPE ITS FUTURE.

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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 $161,219

Program Service Revenue $12,122

Investment Income $49,349

Other Revenue $3,696

TOTAL REVENUE $226,386

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,095

Fundraising Expenses $13,792

Program Expenses $218,785

Other Expenses $191,192

TOTAL EXPENSES $297,287

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,386	$193,333	+0.2%
Expenses	$297,287	$317,643	-0.1%
Net Income	$-70,901	$-124,310	-0.4%

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
KATE MUIR	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DOLCETTI	DIRECTOR	1.00	Director	$0	$0	$0
GAIL RAND	DIRECTOR	1.00	Director	$0	$0	$0
LYNN SHEPPARD	DIRECTOR	1.00	Director	$0	$0	$0
MARIAN CASTELL	DIRECTOR	1.00	Director	$0	$0	$0
KIM KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MALCOUN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE MENGWALL	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA STAMM	DIRECTOR	1.00	Director	$0	$0	$0
KELLY SCALLON	DIRECTOR	1.00	Director	$0	$0	$0
ARPITA MUCHHAL	DIRECTOR	1.00	Director	$0	$0	$0
KATE MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
CASEY HAVERSTICK	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE DEMONTRAVEL	DIRECTOR	1.00	Director	$0	$0	$0
KATE CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
SARAH LEXOW KEENA	EX OFFICIO	1.00	Director	$0	$0	$0
ROBERT PASCAL JR	TREASURER	5.00	Officer	$0	$0	$0
JOSEPH SPAIN	VICE PRESIDENT	5.00	Officer	$0	$0	$0
AL MILLER	PRESIDENT	5.00	Officer	$0	$0	$0
SARAH DAS	SECRETARY	5.00	Officer	$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	$226,386	$297,287	$2,204,004	$-70,901
2024	$193,333	$317,643	$2,176,460	$-124,310
2023	$194,790	$322,248	$2,221,655	$-127,458
2022	$246,416	$241,122	$2,313,157	$5,294
2021	$182,800	$254,376	$2,435,807	$-71,576
2020	$188,590	$253,388	$2,325,177	$-64,798
2019	$185,249	$270,787	$2,373,298	$-85,538
2018	$-99,782	$232,560	$2,420,804	$-332,342

DARIEN HISTORICAL SOCIETY