NEW MILFORD TRUST FOR HISTORIC PRESERVATION INC (EIN 222474863) - 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

1979

Legal Domicile

Principal Officer

PATRICIA CATCHPOLE

Phone

8604887749

Tax Period

2025-01-01 to 2025-12-22

NEW MILFORD TRUST FOR HISTORIC PRESERVATION INC, founded in 1979, is a micro nonprofit that reported $3K in total revenue in fiscal year 2024. Expenses of $10K exceeded revenue, resulting in a 217% operating deficit.

Mission

TO PROMOTE THE APPRECIATION, PRESERVATION, PROTECTION AND REVITALIZATION OF NEW MILFORD'S HISTORIC STRUCTURES, SITES AND LANDSCAPES.

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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 $2,069

Program Service Revenue $0

Investment Income $1,223

Other Revenue $0

TOTAL REVENUE $3,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,443

TOTAL EXPENSES $10,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,292	$-54,001	-1.1%
Expenses	$10,443	$16,761	-0.4%
Net Income	$-7,151	$-70,762	-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

N/A

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	Role	Reportable Comp	Other Comp	Total
PAT GREENSPAN	DIRECTOR	Director	$0	$0	$0
PATRICIA ACHARD CARR	DIRECTOR	Director	$0	$0	$0
DAN LAMB	DIRECTOR	Director	$0	$0	$0
JOANNE LILLIS	DIRECTOR	Director	$0	$0	$0
ADAM RISSOLO	DIRECTOR	Director	$0	$0	$0
ANDREA RUSH	DIRECTOR	Director	$0	$0	$0
SUE METCALF	DIRECTOR	Director	$0	$0	$0
PATRICIA CATCHPOLE	TREASURER	Officer	$0	$0	$0
EVELYN ACHESON PURDY	SECRETARY	Officer	$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	$3,292	$10,443	No data	$-7,151
2024	$-54,001	$16,761	$499,465	$-70,762
2018	$618,669	$19,767	$614,850	$598,902

NEW MILFORD TRUST FOR HISTORIC PRESERVATION INC