STAYING PUT IN NEW CANAAN INC

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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

2007

Legal Domicile

Principal Officer

PETER ZIESING

Phone

2039667762

Tax Period

2024-07-01 to 2025-06-30

STAYING PUT IN NEW CANAAN INC, founded in 2007, is a small nonprofit in the Human Services sector that reported $472K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $440K left a modest 7% surplus.

Mission

HELPING OLDER NEW CANAAN RESIDENTS LIVE CONFIDENTLY AT HOME AND STAY ENGAGED IN THE COMMUNITY BY PROVIDING PRACTICAL SERVICES AND SOCIAL CONNECTIONS.

Program Service Accomplishments

Program 1

Expenses: $87,322

TO PROVIDE MEMBERS WITH REFERRALS FOR HOME SERVICE AND REPAIR, INCLUDING BUT NOT EXCLUSIVELY, SERVICE PROVIDERS SUCH AS PLUMBERS AND ELECTRICIANS.

Program 2

Expenses: $155,653

TO PROVIDE DRIVERS FOR MEMBERS TO MEDICAL AND PERSONAL APPOINTMENTS, AND PROVIDE SOCIAL EVENTS TO BE ACTIVE AND PREVENT ISOLATION, AND TO PROVIDE PERSONAL TOUCH SERVICES SUCH AS HOME VISITS, GROCERY...

Program 3

Expenses: $29,406

TO PROVIDE SCHOLARSHIPS TO MEMBERS WHO ARE UNABLE FINANCIALLY TO PAY FULL MEMBERSHIP DUES.

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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 $439,848

Program Service Revenue $4,242

Investment Income $27,561

Other Revenue $0

TOTAL REVENUE $471,651

Expense Breakdown

Grants Paid $8,650

Salaries & Benefits $286,968

Fundraising Expenses $54,701

Program Expenses $318,971

Other Expenses $144,417

TOTAL EXPENSES $440,035

Year-over-Year Comparison

	2024	2023	Change
Revenue	$471,651	$573,460	-0.2%
Expenses	$440,035	$378,946	+0.2%
Net Income	$31,616	$194,514	-0.8%

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
LYN CHIVVIS	BOARD DIRECTOR	0.50	Director	$0	$0	$0
TOM FERGUSON	BOARD DIRECTOR	0.50	Director	$0	$0	$0
DR SHERMAN BULL	BOARD DIRECTOR	0.50	Director	$0	$0	$0
DONNA SIMONE	BOARD DIRECTOR	0.50	Director	$0	$0	$0
TOM STADLER	BOARD DIRECTOR	0.50	Director	$0	$0	$0
TRACEY KARL	BOARD DIRECTOR	0.50	Director	$0	$0	$0
MIMI PITT	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
PETER ZIESING	PRESIDENT	8.00	Officer Director	$0	$0	$0
RAY BOLLER	BOARD DIRECTOR	0.50	Director	$0	$0	$0
RALPH HILLS	BOARD DIRECTOR	0.50	Director	$0	$0	$0
SUSIE CATLIN	SECRETARY	4.00	Officer Director	$0	$0	$0
DOUG GILLESPIE	BOARD DIRECTOR	0.50	Director	$0	$0	$0
JOHN KERCHOFF	BOARD DIRECTOR	0.50	Director	$0	$0	$0
PAUL BAMATTER	TREASURER	4.00	Officer Director	$0	$0	$0
JIM HILBOLDT	BOARD DIRECTOR	0.50	Director	$0	$0	$0
CARRIE CORCORAN	BOARD DIRECTOR	0.50	Director	$0	$0	$0
KENNETH GAMMILL	BOARD DIRECTOR	0.50	Director	$0	$0	$0
DIANE KNETZGER	BOARD DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE DOMBROWSKI	BOARD DIRECTOR	0.50	Director	$0	$0	$0
CARRIE SINDELAR	BOARD DIRECTOR	0.50	Director	$0	$0	$0
PEG BULL	BOARD DIRECTOR	0.50	Director	$0	$0	$0
JULIE RUSSELL	BOARD DIRECTOR	0.50	Director	$0	$0	$0
PAULE COUTURE	BOARD 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	$471,651	$440,035	$1,832,223	$31,616
2024	$573,460	$378,946	$1,624,410	$194,514
2023	$406,825	$381,737	$1,326,411	$25,088
2022	$362,933	$388,245	$1,219,810	$-25,312
2021	$386,920	$408,444	$1,422,871	$-21,524
2020	$377,029	$362,726	$1,266,826	$14,303
2019	$309,308	$354,743	$1,159,799	$-45,435
2018	$352,077	$352,362	$1,166,287	$-285