CHESTER HISTORICAL SOCIETY (EIN 237089770) - 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

Legal Domicile

Principal Officer

CARY HULL

Phone

8605584701

Tax Period

2023-06-01 to 2024-05-31

CHESTER HISTORICAL SOCIETY, founded in 1970, is a small nonprofit that reported $124K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $115K left a modest 7% surplus.

Mission

THE CHESTER HISTORICAL SOCIETY (CHS) SEEKS TO PROMOTE AN INTEREST IN THE HISTORY OF CHESTER, CT AS A PROTOTYPICAL NEW ENGLAND SMALL TOWN THAT HAS SURVIVED AND THRIVED BY ADAPTING TO CHANGING CULTURAL, ECONOMIC AND DEMOGRAPHIC ENVIRONMENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $52,706

Program Service Revenue $32,849

Investment Income $31,964

Other Revenue $6,157

TOTAL REVENUE $123,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $424

Program Expenses $102,663

Other Expenses $114,785

TOTAL EXPENSES $114,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,676	$135,406	-0.1%
Expenses	$114,785	$102,997	+0.1%
Net Income	$8,891	$32,409	-0.7%

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
SKIP HUBBARD	ARCHIVIST	2.00	Officer Director	$0	$0	$0
ROB MICELI	HISTORIAN	2.00	Officer Director	$0	$0	$0
BOB BLAIR III	Trustee	1.00	Director	$0	$0	$0
TIM CARLSON	Trustee	1.00	Director	$0	$0	$0
DONALD PERREAULT	Trustee	1.00	Director	$0	$0	$0
PAULETTE HEFT	Trustee	1.00	Director	$0	$0	$0
DONNA CARLSON	Trustee	1.00	Director	$0	$0	$0
CHRISTINE NELSON	Trustee	1.00	Director	$0	$0	$0
JENNY KITSEN	Vice President	2.00	Officer Director	$0	$0	$0
CARY HULL	President	6.00	Officer Director	$0	$0	$0
JO ANNE PARK	Treasurer	2.00	Officer Director	$0	$0	$0
DIANE LINDSAY	CURATOR	6.00	Officer Director	$0	$0	$0
MARTIN NADEL	Chairman	2.00	Officer Director	$0	$0	$0
CHERI FERRARI HABERSANG	Trustee	1.00	Director	$0	$0	$0
MIKE SANDERS	Trustee	1.00	Director	$0	$0	$0
DAWN PARKER	Trustee	1.00	Director	$0	$0	$0
JULIE NASH	Trustee	1.00	Director	$0	$0	$0
MARTA DANIELS	CURATOR	2.00	Officer Director	$0	$0	$0
SANDY SENIOR-DAUER	Vice President	2.00	Officer Director	$0	$0	$0
NANCY WATKINS	Secretary	2.00	Officer Director	$0	$0	$0
ED MEEHAN	Vice President	2.00	Officer Director	$0	$0	$0
PAUL SWEENEY	Trustee	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
2024	$123,676	$114,785	$1,120,721	$8,891
2023	$135,406	$102,997	$1,062,423	$32,409
2022	$279,248	$102,298	$1,033,697	$176,950
2021	$76,927	$52,754	$924,169	$24,173
2020	$222,813	$83,344	$833,008	$139,469
2019	$210,857	$89,642	$699,501	$121,215

CHESTER HISTORICAL SOCIETY