MILFORD HISTORICAL SOCIETY (EIN 516018039) - 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

Legal Domicile

Principal Officer

RALPH PRETYMAN

Phone

3022704611

Tax Period

2024-01-01 to 2024-12-31

MILFORD HISTORICAL SOCIETY is a small nonprofit that reported $335K in total revenue in fiscal year 2024. Revenue surged 259% from the prior year, signaling strong growth momentum. The organization ran a surplus of $200K, a strong 60% operating margin.

Mission

THE MILFORD HISTORICAL SOCIETY WAS FOUNDED IN 1961 TO ACCEPT THE GIFT OF THE PARSON THORNE MANSION FROM MR. JAMES RICHARD DRAPER. THE MISSION OF THE SOCIETY IS TO RESTORE AND MAINTAIN THE MANSION AS A MUSEUM OPENED TO THE PUBLIC, TO ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS IN MILFORD AND TO COLLECT AND PUBLICH THE HISTORY OF MILFORD.

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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 $335,040

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $335,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,481

Other Expenses $135,481

TOTAL EXPENSES $135,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$335,044	$93,343	+2.6%
Expenses	$135,481	$43,913	+2.1%
Net Income	$199,563	$49,430	+3.0%

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
F BROOK CLENDANIEL	TREASURER	N/A	Officer Director	$0	$0	$0
SUSAN J EMORY	SECRETARY	N/A	Officer Director	$0	$0	$0
RALPH PRETYMAN	PRESIDENT PR	N/A	Officer 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	$335,044	$135,481	$266,846	$199,563

MILFORD HISTORICAL SOCIETY