HISTORIC EASTON INC (EIN 237309742) - 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

Principal Officer

CARLENE PHOENIX

Phone

4434964007

Tax Period

2023-01-01 to 2023-12-31

HISTORIC EASTON INC is a small nonprofit that reported $128K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

PROGRAMS TO HELP RESTORE HISTORICAL BUILDINGS WITHIN THE TOWN OF EASTON AND TO ENCOURAGE THE LAND OWNERS TO PRESERVE ANY BUILDING THEY OWN TO ENABLE THE GENERAL PUBLIC TO OBSERVE THE PRESERVATION THAT HAS BEEN DONE TO DATE.

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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 $128,129

Program Service Revenue $0

Investment Income $23

Other Revenue $0

TOTAL REVENUE $128,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,672

Other Expenses $128,711

TOTAL EXPENSES $128,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$128,152	$169,204	-0.2%
Expenses	$128,711	$216,692	-0.4%
Net Income	$-559	$-47,488	-1.0%

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
CARLENE PHOENIX	PRESIDENT	2.00	Officer Director	$0	$0	$0
YVONNE FREEMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ANGELA TOWNSEND-WILLIAMS	RECORDING SE	1.00	Officer Director	$0	$0	$0
PRISCILLA SENER	TREASURER	2.00	Officer Director	$0	$0	$0
CYNTHIA COOPER-SMOTHERS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BATEMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SENER	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA V SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
TED MUELLER	DIRECTOR	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
2023	$128,152	$128,711	$31,643	$-559
2022	$169,204	$216,692	$32,202	$-47,488
2021	$643,829	$726,092	$79,690	$-82,263
2020	$214,441	$97,718	$161,953	$116,723

HISTORIC EASTON INC