HISTORICAL SOCIETY OF PRINCETON (EIN 226074979) - 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

1938

Legal Domicile

Principal Officer

SCOTT SALANTRIE

Phone

6099216748

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL SOCIETY OF PRINCETON, founded in 1938, is a small nonprofit in the Arts, Culture & Humanities sector that reported $704K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $855K exceeded revenue, resulting in a 21% operating deficit.

Mission

HISTORICAL SOCIETY OF PRINCETON DEVELOPS SIGNATURE PROGRAMS OF LEARNING AND DISCOVERY TO CONNECT THE LESSONS OF THE PAST TO THE ISSUES WHICH INFORM OUR FUTURE.

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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 $486,247

Program Service Revenue $85,240

Investment Income $130,863

Other Revenue $1,329

TOTAL REVENUE $703,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $450,233

Fundraising Expenses $89,508

Program Expenses $617,102

Other Expenses $404,449

TOTAL EXPENSES $854,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$703,679	$786,956	-0.1%
Expenses	$854,682	$845,598	+0.0%
Net Income	$-151,003	$-58,642	+1.6%

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

$126,315

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS CHIA	CHAIR	6.00	Officer Director	$0	$0	$0
SCOTT SALANTRIE	VICE CHAIR/TREASURER	6.00	Officer Director	$0	$0	$0
LIVIA WONG MCCARTHY	SECRETARY	2.00	Officer Director	$0	$0	$0
PAUL PESSUTTI	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH MONROE	TRUSTEE	2.00	Director	$0	$0	$0
DEE PATBERG	TRUSTEE	2.00	Director	$0	$0	$0
PETER GIBSON	TRUSTEE	2.00	Director	$0	$0	$0
MATTHEW HENDERSON	TRUSTEE	2.00	Director	$0	$0	$0
LESLIE JENNINGS ROWLEY	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD TALLO	TRUSTEE	2.00	Director	$0	$0	$0
RIK DUGAN	TRUSTEE	2.00	Director	$0	$0	$0
RACHANA SINGH	TRUSTEE	2.00	Director	$0	$0	$0
SOL PERALTA	TRUSTEE	2.00	Director	$0	$0	$0
STEVE STAPLES	TRUSTEE	2.00	Director	$0	$0	$0
SARAH TAGGART	EXECUTIVE DIRECTOR	40.00	Officer	$124,431	$1,884	$126,315

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	$703,679	$854,682	$7,833,098	$-151,003
2023	$786,956	$845,598	$7,792,490	$-58,642
2022	$796,898	$725,160	$7,478,117	$71,738
2021	$738,117	$666,461	$8,053,021	$71,656
2020	$842,344	$646,269	$7,855,856	$196,075
2019	$527,244	$607,158	$7,574,443	$-79,914
2018	$659,258	$586,505	$7,342,965	$72,753

HISTORICAL SOCIETY OF PRINCETON