THE ENFIELD HISTORICAL SOCIETY INC (EIN 066081391) - 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

1977

Legal Domicile

Principal Officer

PETER SORENSON

Phone

8607453835

Tax Period

2024-01-01 to 2024-12-31

THE ENFIELD HISTORICAL SOCIETY INC, founded in 1977, is a micro nonprofit that reported $82K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 48% operating margin.

Mission

THE PRESERVATION OF RECORDS, FACTS AND MATERIALS RELATING TO THE HISTORY OF ENFIELD, CT

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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 $31,606

Program Service Revenue $0

Investment Income $50,437

Other Revenue $240

TOTAL REVENUE $82,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,302

Other Expenses $42,617

TOTAL EXPENSES $42,617

Year-over-Year Comparison

	2024	2023	Change
Revenue	$82,283	$65,660	+0.3%
Expenses	$42,617	$44,363	0.0%
Net Income	$39,666	$21,297	+0.9%

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

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
PETER SORENSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
MICHAEL MILLER	SECRETARY	20.00	Officer Director	$0	$0	$0
MARILYN SORENSON	TREASURER	5.00	Officer Director	$0	$0	$0
WILLIAM FOURNIER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GWOZDZ	DIRECTOR	2.00	Director	$0	$0	$0
JAMES MALLEY	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN BIGELOW	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
2024	$82,283	$42,617	$1,130,704	$39,666
2023	$65,660	$44,363	$1,091,038	$21,297
2022	$34,627	$43,038	$1,069,741	$-8,411
2021	$64,220	$41,597	$1,078,152	$22,623
2020	$33,770	$31,803	$1,055,529	$1,967
2019	$49,145	$171,569	$1,053,562	$-122,424
2018	$68,113	$52,999	$1,175,986	$15,114

THE ENFIELD HISTORICAL SOCIETY INC