THE BEDFORD HISTORICAL SOCIETYINC (EIN 136113164) - 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

1916

Legal Domicile

Principal Officer

ELIZABETH HALLOCK

Phone

9142349751

Tax Period

2023-01-01 to 2023-12-31

THE BEDFORD HISTORICAL SOCIETYINC, founded in 1916, is a small nonprofit in the Arts, Culture & Humanities sector that reported $612K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $544K left a modest 11% surplus.

Mission

TO PRESERVE AND PROMOTE THE BULIDINGS, LANDMARKS AND ARTIFACTS THAT DOCUMENT THE HISTORY OF BEDFORD, NY; TO INCREASE AWARENESS, UNDERSTANDING AND APPRECIATION OF THE TOWN'S FOUNDING AND GROWTH; AND TO STRENGHTHEN THE CURRENT AND FUTURE HISTORIC CHARACTER OF THE TOWN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $163,104

Program Service Revenue $1,606

Investment Income $83,799

Other Revenue $363,071

TOTAL REVENUE $611,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,599

Fundraising Expenses $78,194

Program Expenses $343,715

Other Expenses $255,290

TOTAL EXPENSES $543,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$611,580	$552,778	+0.1%
Expenses	$543,889	$493,375	+0.1%
Net Income	$67,691	$59,403	+0.1%

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

$124,793

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVELYNE RYAN	EXECUTIVE DI	40.00	Officer	$111,300	$13,493	$124,793
PETER HENNESSY	PRES	2.00	Officer Director	$0	$0	$0
NANCY MARKHOFF	VICE PRES-RE	2.00	Officer Director	$0	$0	$0
CHRIS PACHIOS	TREASURER	2.00	Officer Director	$0	$0	$0
ANNA KENOFF	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SHAWN CARMODY	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTINA BRESANI	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDER N HAMER	DIRECTOR	2.00	Director	$0	$0	$0
STEEL SWIFT	DIRECTOR	2.00	Director	$0	$0	$0
CUTLER WHITMAN	DIRECTOR	2.00	Director	$0	$0	$0
ALISON GREGORY	DIRECTOR-RES	2.00	Director	$0	$0	$0
LESLIE WORTMANN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID WORBY	DIRECTOR-RES	2.00	Director	$0	$0	$0
JENNIFER BUTTON	DIRECTOR	2.00	Director	$0	$0	$0
JESSE RANDOL	DIRECTOR	2.00	Director	$0	$0	$0
LIZ OMILINSKY	DIRECTOR	2.00	Director	$0	$0	$0
SCHUYLER PERRY	DIRECTOR	2.00	Director	$0	$0	$0
ELIAH SETON	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE ST JOHN	DIRECTOR	2.00	Director	$0	$0	$0
PHOEBE POLK	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE GAGE BOULUD	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDRA LAWRENCE	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	No data	No data	No data	No data
2023	$611,580	$543,889	$4,424,618	$67,691
2022	$552,778	$493,375	$3,913,250	$59,403
2021	$1,294,368	$468,319	$4,444,974	$826,049
2020	$616,147	$403,181	$3,902,853	$212,966
2019	$691,201	$484,605	$3,272,830	$206,596
2018	$689,424	$453,857	$2,806,866	$235,567

THE BEDFORD HISTORICAL SOCIETYINC