NORWICH HISTORICAL SOCIETY INC (EIN 223858770) - 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

2001

Legal Domicile

Principal Officer

ERIC BEIT

Phone

8608861776

Tax Period

2024-07-01 to 2025-06-30

NORWICH HISTORICAL SOCIETY INC, founded in 2001, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $71K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $210K exceeded revenue, resulting in a 195% operating deficit.

Mission

PRESERVATION AND DISSEMINATION OF THE HISTORY OF NORWICH CONNECTICUT

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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 $71,068

Program Service Revenue $0

Investment Income $94

Other Revenue $0

TOTAL REVENUE $71,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,133

Fundraising Expenses $0

Program Expenses $206,618

Other Expenses $197,847

TOTAL EXPENSES $209,980

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,162	$107,972	-0.3%
Expenses	$209,980	$314,607	-0.3%
Net Income	$-138,818	$-206,635	-0.3%

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

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
ERIC BEIT	PRESIDENT	4.00	Officer Director	$0	$0	$0
TAMMI FLYNN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MIRIA GRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
JANINE GUILLET	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA KEENAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES NORRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
SIMONE OLIVIA	BOARD MEMBER	3.00	Director	$0	$0	$0
JOE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA SOUCY	SECRETARY	3.00	Officer Director	$0	$0	$0
JENNIFER WILLINGHAM	TREASURER	4.00	Officer 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	$71,162	$209,980	$160,413	$-138,818
2024	$107,972	$314,607	$299,677	$-206,635
2023	$607,369	$216,661	$506,312	$390,708
2022	$175,397	$207,491	$115,604	$-32,094
2021	$130,719	$141,088	$152,303	$-10,369
2020	$50,517	$117,843	$164,636	$-67,326
2019	$189,695	$189,310	$227,547	$385

NORWICH HISTORICAL SOCIETY INC