CHESTER HISTORICAL SOCIETY

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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

2024-06-01 to 2025-05-31

CHESTER HISTORICAL SOCIETY, founded in 1970, is a small nonprofit that reported $171K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 32% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $54,489 Revenue: $59,739

The Chester Historical Society operates and owns the Chester Museum, which offers both seasonal and long-run exhibits on its two floors. The museum is open on weekends from June through October with free admission and welcomes other visitors during the year from schools and groups by appointment. CHS also hosts several free public educational programs a year, maintains an online library of films about Chester and publishes books of Chester history.

Program 2

Expenses: $47,423 Revenue: $55,186

The Annual Robbie Collomore Music Series (endowment program) holds concerts in the fall at the Chester Meeting House. The musical scope is classical, jazz, and blues. The success of these programs...

The Annual Robbie Collomore Music Series (endowment program) holds concerts in the fall at the Chester Meeting House. The musical scope is classical, jazz, and blues. The success of these programs has required the hiring of a contractor to coordinate the operations of the concert series.

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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 $91,175

Program Service Revenue $22,295

Investment Income $57,725

Other Revenue $0

TOTAL REVENUE $171,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $452

Program Expenses $101,912

Other Expenses $116,344

TOTAL EXPENSES $116,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$171,195	$123,676	+0.4%
Expenses	$116,344	$114,785	+0.0%
Net Income	$54,851	$8,891	+5.2%

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
KEITH DAUER	Trustee	2.00	Director	$0	$0	$0
ROB MICELI	HISTORIAN	3.00	Director	$0	$0	$0
BOB BLAIR III	Vice President	3.00	Officer Director	$0	$0	$0
TIM CARLSON	Trustee	2.00	Director	$0	$0	$0
DONALD PERREAULT	Archivist	4.00	Director	$0	$0	$0
PAULETTE HEFT	Trustee	1.00	Director	$0	$0	$0
DONNA CARLSON	Trustee	2.00	Director	$0	$0	$0
CHRISTINE NELSON	Trustee	1.00	Director	$0	$0	$0
JENNY KITSEN	Vice President	4.00	Officer Director	$0	$0	$0
CARY HULL	President	14.00	Officer Director	$0	$0	$0
JO ANNE PARK	Treasurer	4.00	Officer Director	$0	$0	$0
DIANE LINDSAY	CURATOR	10.00	Director	$0	$0	$0
JOHN WILLIAMS	Trustee	1.00	Director	$0	$0	$0
CHERI FERRARI HABERSANG	Trustee	4.00	Director	$0	$0	$0
JAMES PAISLEY	Trustee	1.00	Director	$0	$0	$0
DAWN PARKER	Trustee	2.00	Director	$0	$0	$0
MARTA DANIELS	CURATOR	4.00	Director	$0	$0	$0
SANDY SENIOR-DAUER	Vice President	2.00	Officer Director	$0	$0	$0
NANCY WATKINS	Secretary	3.00	Officer Director	$0	$0	$0
ED MEEHAN	Trustee	3.00	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
2025	$171,195	$116,344	$1,171,013	$54,851
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