ESSEX COUNTY HISTORICAL SOCIETY (EIN 141414460) - 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

1954

Legal Domicile

Principal Officer

AURORA MCCAFFREY

Phone

5188736466

Tax Period

2024-01-01 to 2024-12-31

ESSEX COUNTY HISTORICAL SOCIETY, founded in 1954, is a small nonprofit that reported $228K in total revenue in fiscal year 2024. Expenses of $212K left a modest 7% surplus.

Mission

PRESERVING ESSEX COUNTY, NEW YORK'S COLLECTIVE PAST TO INSPIRE A SHARED 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 $183,236

Program Service Revenue $8,075

Investment Income $22,934

Other Revenue $14,151

TOTAL REVENUE $228,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,734

Fundraising Expenses $710

Program Expenses $192,353

Other Expenses $114,514

TOTAL EXPENSES $212,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,396	$214,490	+0.1%
Expenses	$212,248	$192,379	+0.1%
Net Income	$16,148	$22,111	-0.3%

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

$56,565

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AURORA MCCAFFREY	Executive Dir.	40.00	Officer	$54,788	$1,777	$56,565
PETER SLOCUM	President	2.00	Officer Director	$0	$0	$0
GERALD ZAHAVI	Vice President	2.00	Officer Director	$0	$0	$0
TAD ZELSKI	Treasurer	2.00	Officer Director	$0	$0	$0
MARGARET BARTLEY	Secretary	2.00	Officer Director	$0	$0	$0
PETE NELSON	Trustee	1.00	Director	$0	$0	$0
JENNIFER LAGOR	Trustee	1.00	Director	$0	$0	$0
SCOTT MURRAY	Trustee	1.00	Director	$0	$0	$0
FRISSIE REED	Trustee	1.00	Director	$0	$0	$0
JANET CROSS	Trustee	1.00	Director	$0	$0	$0
SHARP SWAN	Trustee	1.00	Director	$0	$0	$0
CHARLES THOMPSON	Trustee	1.00	Director	$0	$0	$0
ED WHEELER	Trustee	1.00	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
2025	No data	No data	No data	No data
2024	$228,396	$212,248	$691,268	$16,148
2023	$214,490	$192,379	$670,648	$22,111
2022	$169,241	$188,319	$634,754	$-19,078
2021	$203,348	$164,559	$704,751	$38,789
2020	$181,462	$192,429	$656,491	$-10,967
2020	$181,504	$145,643	$657,009	$35,861
2019	$182,346	$156,307	$622,370	$26,039
2018	$193,357	$181,712	$586,597	$11,645
2018	$193,357	$181,712	$586,597	$11,645

ESSEX COUNTY HISTORICAL SOCIETY