Kenilworth Historical Society (EIN 366109498) - 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

1965

Legal Domicile

Principal Officer

Ian Fisher

Phone

8472512565

Tax Period

2025-01-01 to 2025-12-31

Kenilworth Historical Society, founded in 1965, is a small nonprofit in the Arts, Culture & Humanities sector that reported $781K in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $603K, a strong 77% operating margin.

Mission

Our Mission at the Kenilworth Historical Society is to keep a history of the people and events in the Village of Kenilworth, Illinois, and to collect and preserve such material concerning the history of Kenilworth as may be of value to the people of the village and disseminate historical information.

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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 (2025)

Revenue Breakdown

Contributions & Grants $10,850

Program Service Revenue $3,087

Investment Income $766,806

Other Revenue $0

TOTAL REVENUE $780,743

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,586

Fundraising Expenses $0

Program Expenses $105,841

Other Expenses $106,016

TOTAL EXPENSES $177,602

Year-over-Year Comparison

	2025	2024	Change
Revenue	$780,743	$539,598	+0.4%
Expenses	$177,602	$160,475	+0.1%
Net Income	$603,141	$379,123	+0.6%

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

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

$66,499

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Taylor	Director	40.00	Director	$66,499	$0	$66,499
Andrea Cale	Vice President	1.00	Officer Director	$0	$0	$0
Ian Fisher	Treasurer	1.00	Officer Director	$0	$0	$0
Katalina Groh	Director	1.00	Director	$0	$0	$0
Laurel Flentye	Past President	1.00	Director	$0	$0	$0
Charles Johnson	Director	1.00	Director	$0	$0	$0
Anthony Mehrabian	Director	1.00	Director	$0	$0	$0
Mary Grant	Director	1.00	Director	$0	$0	$0
Peter Tyor	Director	1.00	Director	$0	$0	$0
JoAnne Rankin	Director	1.00	Director	$0	$0	$0
Mary Mehrabian	Director	1.00	Director	$0	$0	$0
Anita Worthington	Director	1.00	Director	$0	$0	$0
Betty Fisher Wiggins	Secretary	1.00	Officer Director	$0	$0	$0
Anjali Kase	Director	1.00	Director	$0	$0	$0
Jim Lawson	Director	1.00	Director	$0	$0	$0
Laura Lien	Director	1.00	Director	$0	$0	$0
John Hart	Director	1.00	Director	$0	$0	$0
Hester McCarthy	Director	1.00	Director	$0	$0	$0
Carol M Schulz	Past President	1.00	Director	$0	$0	$0
Tim Miller	Past President	1.00	Director	$0	$0	$0
Ann Potter	President	1.00	Officer	$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	$780,743	$177,602	$3,541,006	$603,141
2024	No data	No data	No data	No data
2023	$157,577	$141,416	$2,558,742	$16,161
2022	$339,694	$270,691	$2,542,581	$69,003
2021	$262,571	$138,918	$2,473,578	$123,653
2020	$280,357	$144,860	$2,351,547	$135,497
2019	$212,441	$118,000	$2,216,236	$94,441
2018	$191,971	$141,542	$2,119,987	$50,429

Kenilworth Historical Society