FARMINGTON HISTORICAL SOCIETY FOUNDATION (EIN 201773621) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

KEN GILLISPIE

Phone

4342450691

Tax Period

2025-10-01 to 2025-12-31

FARMINGTON HISTORICAL SOCIETY FOUNDATION, founded in 2004, is a small nonprofit in the Arts, Culture & Humanities sector that reported $249K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $133K, a strong 53% operating margin.

Mission

FARMINGTON PRESERVATION FOUNDATION RAISES FUNDS FOR THE RESTORATION AND PRESERVATION OF HISTORICALLY IMPORTANT ARCHITECTURE NOW OWNED BY FARMINGTON COUNTRY CLUB.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $125,671

Program Service Revenue $3,465

Investment Income $3,677

Other Revenue $1,093

TOTAL REVENUE $133,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,903

Other Expenses $15,103

TOTAL EXPENSES $15,103

Year-over-Year Comparison

	2025	2024	Change
Revenue	$133,906	$258,011	-0.5%
Expenses	$15,103	$105,142	-0.9%
Net Income	$118,803	$152,869	-0.2%

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
PUNKIE FEIL	PRESIDENT	0.50	Officer Director	$0	$0	$0
SHARON CUMBY FAY	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
PEGGY WILLIAMS	SECRETARY	0.50	Officer Director	$0	$0	$0
WAYNE COZART	TREASURER	0.50	Officer Director	$0	$0	$0
WILLIAM BARKLEY	DIRECTOR	0.50	Director	$0	$0	$0
BETSY FERNALD	DIRECTOR	0.50	Director	$0	$0	$0
MARY BUCKLE SEARLE	DIRECTOR	0.50	Director	$0	$0	$0
JIM STULTZ	DIRECTOR	0.50	Director	$0	$0	$0
SHARON WALKER	DIRECTOR	0.50	Director	$0	$0	$0
MELISSA YOUNG	DIRECTOR	0.50	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
2025	$133,906	$15,103	$841,706	$118,803
2024	$249,005	$116,135	$568,006	$132,870

FARMINGTON HISTORICAL SOCIETY FOUNDATION