HISTORICAL SOCIETY OF THE TOWN OF BOLTON (EIN 223171866) - 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

1970

Principal Officer

CONSTANCE REILLY

Phone

5186449960

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL SOCIETY OF THE TOWN OF BOLTON, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $264K in total revenue in fiscal year 2024. Revenue surged 166% from the prior year, signaling strong growth momentum. The organization ran a surplus of $157K, a strong 59% operating margin.

Mission

MISSION IS TO EDUCATE TOWNSPEOPLE AND VISITORS ABOUT THE HISTORY OF BOLTON, LAKE GEORGE AND THE SURROUNDING AREA. THTE MUSEUM DISPLAYS EXTENSIVE COLLECTIONS OF REGIONAL ARTIFACTS AND MEMORABILIA AND SPONSORS A SUMMBER LECTURE SERIES WITH THE DARRIN FRESH WATER INSTITUTE IN BOLTON LANDING.

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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 $262,442

Program Service Revenue $0

Investment Income $1,930

Other Revenue $0

TOTAL REVENUE $264,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,433

Other Expenses $107,868

TOTAL EXPENSES $107,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,372	$99,209	+1.7%
Expenses	$107,868	$115,115	-0.1%
Net Income	$156,504	$-15,906	-10.8%

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
EDGAR CALDWELL	TRUSTEE	4.00	Director	$0	$0	$0
HENRY CALDWELL	PRESIDENT	8.00	Officer Director	$0	$0	$0
KATHY CONOVER	TRUSTEE	4.00	Director	$0	$0	$0
ZANDY GABRIELS	TRUSTEE	4.00	Director	$0	$0	$0
LISA HALL	VICE PRESIDE	8.00	Officer Director	$0	$0	$0
WILLIAM HORNE	SECRETARY	8.00	Officer Director	$0	$0	$0
JAMES MILLER	TRUSTEE	4.00	Director	$0	$0	$0
CONSTANCE REILLY	TREASURER	8.00	Officer Director	$0	$0	$0
DAVID SMITH	TRUSTEE	4.00	Director	$0	$0	$0
REUBEN SMITH	TRUSTEE	4.00	Director	$0	$0	$0
FRED BROWN	TRUSTEE	4.00		$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
2024	$264,372	$107,868	$332,165	$156,504

HISTORICAL SOCIETY OF THE TOWN OF BOLTON