MONTCLAIR HISTORICAL SOCIETY (EIN 226106685) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

ANGELICA DIGGS

Phone

9737441796

Tax Period

2023-07-01 to 2024-06-30

MONTCLAIR HISTORICAL SOCIETY, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $374K in total revenue in fiscal year 2023. Expenses of $483K exceeded revenue, resulting in a 29% operating deficit.

Mission

THE MONTCLAIR HISTORY CENTER OFFERS GUIDED AND SELF-GUIDED MUSEUM TOURS TOINDIVIDUALS, SCHOOLS, AND ORGANIZATIONS. STAFF, TRUSTEES, AND VOLUNTEERS RESEARCH AND WRITE ARTICLES FOR LOCAL MEDIA AND PRESENT PROGRAMS ABOUT LOCAL HISTORY IN-PERSON, AS WALKING TOURS, FOR OTHER ORGANIZATIONS, AND MOST RECENTLY, VIRTUALLY. THE ORGANIZATION'S LIBRARY OF 10,000+ DOCUMENTS AND OBJECTS IS USED BY HISTORIANS, THE COMMUNITY, STAFF, AND VOLUNTEERS TO RESEARCH LOCAL HISTORY, HOMES, AND GENEALOGY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $185,286

Program Service Revenue $106,824

Investment Income $35,275

Other Revenue $46,783

TOTAL REVENUE $374,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $259,816

Fundraising Expenses $31,784

Program Expenses $319,289

Other Expenses $223,297

TOTAL EXPENSES $483,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$374,168	$-366,421	-2.0%
Expenses	$483,113	$372,646	+0.3%
Net Income	$-108,945	$-739,067	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$59,547

Total Directors

$59,547

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH HYNES	PRESIDENT	2.00	Officer Director	$0	$0	$0
HELEN FALLON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTINA MAYER	SECRETARY	2.00	Officer Director	$0	$0	$0
DONATO DIGERONIMO	TREASURER	2.00	Officer Director	$0	$0	$0
JOAN BRADLEY MAYO	TRUSTEE	2.00	Director	$0	$0	$0
ANNE MOCKRIDGE	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL FARRELLY	TRUSTEE	2.00	Director	$0	$0	$0
BETSY CECCIO	TRUSTEE	2.00	Director	$0	$0	$0
KATHLEEN POWERS	TRUSTEE	2.00	Director	$0	$0	$0
DEBRA DAVID RA PC	TRUSTEE	2.00	Director	$0	$0	$0
DAVIDA LINDSAY HAREWOOD PHD	TRUSTEE	2.00	Director	$0	$0	$0
J DAVID WOODS ESQ	TRUSTEE	2.00	Director	$0	$0	$0
APRIL DICOMO	TRUSTEE	2.00	Director	$0	$0	$0
MARK PORTER	TRUSTEE	2.00	Director	$0	$0	$0
ANGELICA DIGGS	EXECUTIVE DIRECTOR	40.00	Officer Director	$56,847	$2,700	$59,547

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	No data	No data	No data	No data
2024	$374,168	$483,113	$1,804,527	$-108,945
2024	No data	No data	No data	No data
2023	$2,005,163	$567,100	$4,123,583	$1,438,063
2023	No data	No data	No data	No data
2022	$598,271	$493,853	$2,629,516	$104,418
2021	$430,739	$272,679	$2,524,779	$158,060
2020	$258,603	$248,220	$2,376,307	$10,383
2019	$218,326	$247,400	$2,348,530	$-29,074
2018	$217,553	$265,184	$2,382,026	$-47,631

MONTCLAIR HISTORICAL SOCIETY