PITTSFIELD HISTORICAL SOCIETY (EIN 237113765) - 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

1971

Legal Domicile

Principal Officer

Clayton Wood

Phone

6034356879

Tax Period

2023-01-01 to 2023-12-31

PITTSFIELD HISTORICAL SOCIETY, founded in 1971, is a small nonprofit that reported $150K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 83% operating margin.

Mission

Provides historical artifacts, publications and programs on historical events, places and people. Maintains historical trails, markers and memorials.

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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 $142,121

Program Service Revenue $0

Investment Income $1,076

Other Revenue $6,998

TOTAL REVENUE $150,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,718

Other Expenses $25,793

TOTAL EXPENSES $25,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$150,195	$123,732	+0.2%
Expenses	$25,793	$30,594	-0.2%
Net Income	$124,402	$93,138	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Dimmick	President	001.00	Officer Director	$0	$0	$0
Martha Moloy	Vice President	001.00	Officer Director	$0	$0	$0
Clayton Wood	Treasurer	001.00	Officer Director	$0	$0	$0
Larry Berkson	Director	001.00	Director	$0	$0	$0
Joe Darrah	Director	001.00	Director	$0	$0	$0
Jaime Koladish	Secretary	001.00	Officer Director	$0	$0	$0
William Provencal	Director	001.00	Director	$0	$0	$0
Mark Riel	Director	001.00	Director	$0	$0	$0
Ray Webber	Director	001.00	Director	$0	$0	$0
Levi Gallop	Director	001.00	Director	$0	$0	$0
Athur Laro	Director	001.00	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	No data	No data	No data	No data
2023	$150,195	$25,793	$927,444	$124,402
2022	$123,732	$30,594	$803,042	$93,138
2021	$59,434	$19,159	$709,904	$40,275
2020	$77,029	$15,311	$669,629	$61,718
2019	$230,384	$14,575	$607,911	$215,809

PITTSFIELD HISTORICAL SOCIETY