DERBY HISTORICAL SOCIETY (EIN 481173986) - 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

1995

Legal Domicile

Principal Officer

Phyllis Jane Polk

Phone

3167881797

Tax Period

2025-01-01 to 2025-12-31

DERBY HISTORICAL SOCIETY, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $217K in total revenue in fiscal year 2025. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 49% operating margin.

Mission

To collect, preserve, and protect historical buildings, records, relics, and other things of historical interest

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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 $187,822

Program Service Revenue $0

Investment Income $2,335

Other Revenue $27,320

TOTAL REVENUE $217,477

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $110,669

TOTAL EXPENSES $110,669

Year-over-Year Comparison

	2025	2024	Change
Revenue	$217,477	$100,165	+1.2%
Expenses	$110,669	$28,817	+2.8%
Net Income	$106,808	$71,348	+0.5%

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
Susan Swaney	Director and Vice-President	10	Officer Director	$0	$0	$0
Ted Austin	Director	10	Director	$0	$0	$0
David McDonald	Director	10	Director	$0	$0	$0
Lawrence Ewing	Director & President	20	Officer Director	$0	$0	$0
Betty Wilken	Director and Secretary	10	Officer Director	$0	$0	$0
Kristie Norman	Director	10	Director	$0	$0	$0
Melanie Turner	Director	10	Director	$0	$0	$0
Phyllis Jane Polk	Treasurer	10	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	$217,477	$110,669	$814,998	$106,808
2024	$100,165	$28,817	$708,190	$71,348
2023	$74,734	$35,482	$636,842	$39,252
2022	$46,827	$40,877	$597,590	$5,950
2021	$51,437	$24,964	$591,640	$26,473
2020	$78,975	$18,290	$592,653	$60,685

DERBY HISTORICAL SOCIETY