COTOCHESET HISTORIC PRESERVATION TRUST INC (EIN 611563684) - 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

2008

Legal Domicile

Principal Officer

ANDREW F REARDON

Phone

5084286981

Tax Period

2025-01-01 to 2025-12-31

COTOCHESET HISTORIC PRESERVATION TRUST INC, founded in 2008, is a small nonprofit in the Arts, Culture & Humanities sector that reported $136K in total revenue in fiscal year 2025. Revenue surged 183% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 25% operating margin.

Mission

TO PRESERVE AND PROTECT OLD AND HISTORIC BUILDINGS OF THE WIANNO HISTORIC DISTRICT IN OSTERVILLE, MASSACHUSETTS, INCLUDING SPECIFICALLY THE CLUBHOUSE OF THE WIANNO CLUB AND TIFFANY COTTAGE, IN ORDER TO PERPETUATE THE FURTHER EDUCATION AND POSTERITY WITH REGARD TO THE ARCHITECTURAL, HISTORIC, AND GENERAL CULTURAL HERITAGE OF THE OSTERVILLE AREA.

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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 $116,129

Program Service Revenue $0

Investment Income $19,530

Other Revenue $0

TOTAL REVENUE $135,659

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $1,184

TOTAL EXPENSES $101,184

Year-over-Year Comparison

	2025	2024	Change
Revenue	$135,659	$47,929	+1.8%
Expenses	$101,184	$1,498	+66.5%
Net Income	$34,475	$46,431	-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

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
EDWARD A ARMSTRONG JR	PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
ANDREW F REARDON	TREASURER/DIRECTOR	2.00	Officer Director	$0	$0	$0
ELIZABETH H BALDINI	DIRECTOR	2.00	Director	$0	$0	$0
NANCY B BUCK	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES W CRAMB	DIRECTOR	2.00	Director	$0	$0	$0
JAMES H HANCE JR	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
BERNARD F SAUL II	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL D WHITE	DIRECTOR	2.00	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
2025	$135,659	$101,184	$564,243	$34,475
2024	$47,929	$1,498	$529,309	$46,431
2019	$85,764	$20,076	$527,751	$65,688
2018	$208,151	$94,384	$462,063	$113,767

COTOCHESET HISTORIC PRESERVATION TRUST INC