Sutton Historical Society Inc (EIN 222514770) - 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

1985

Legal Domicile

Principal Officer

Robert Wright

Phone

6039382210

Tax Period

2024-10-01 to 2025-09-30

Sutton Historical Society Inc, founded in 1985, is a small nonprofit that reported $319K in total revenue in fiscal year 2024. Revenue surged 864% from the prior year, signaling strong growth momentum. The organization ran a surplus of $275K, a strong 86% operating margin.

Mission

Collecting, Preserving and Communicating Town History

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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 $310,279

Program Service Revenue $0

Investment Income $9,104

Other Revenue $0

TOTAL REVENUE $319,383

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,544

Other Expenses $34,688

TOTAL EXPENSES $44,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$319,383	$33,140	+8.6%
Expenses	$44,688	$26,935	+0.7%
Net Income	$274,695	$6,205	+43.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Wright	President	10.00	Officer	$0	$0	$0
Jody Wells	Vice President	8.00	Officer	$0	$0	$0
Robert O' Neil	Treasurer	7.00	Officer	$0	$0	$0
Jacqueline Winn	Clerk	3.00	Officer	$0	$0	$0
David Caterino	Director	1.00	Director	$0	$0	$0
Mark Hewitt	Director	1.00	Director	$0	$0	$0
Dan Rahilly	Director	1.00	Director	$0	$0	$0
Sarah Harkins	Director	1.00	Director	$0	$0	$0
Chip Chesley	Director	1.00	Director	$0	$0	$0
Julie Caterino	Director	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	$319,383	$44,688	$1,182,624	$274,695
2024	$33,140	$26,935	$805,114	$6,205
2023	$50,532	$27,660	$753,496	$22,872
2022	$68,831	$22,058	$700,541	$46,773
2021	$132,719	$17,818	$721,251	$114,901
2020	$82,874	$25,812	$605,802	$57,062
2019	$25,731	$24,745	$533,829	$986

Sutton Historical Society Inc