RIDGEFIELD HISTORICAL SOCIETY INC (EIN 753072660) - 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

TRACY SEEM

Phone

2034385821

Tax Period

2023-07-01 to 2024-06-30

RIDGEFIELD HISTORICAL SOCIETY INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $246K in total revenue in fiscal year 2023. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $323K exceeded revenue, resulting in a 32% operating deficit.

Mission

HISTORIC PRESERVATION

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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 $130,144

Program Service Revenue $60,833

Investment Income $11,733

Other Revenue $43,012

TOTAL REVENUE $245,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,635

Fundraising Expenses $0

Program Expenses $212,083

Other Expenses $173,583

TOTAL EXPENSES $323,218

Year-over-Year Comparison

	2023	2022	Change
Revenue	$245,722	$1,689,214	-0.9%
Expenses	$323,218	$228,595	+0.4%
Net Income	$-77,496	$1,460,619	-1.1%

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

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
KAY ABLES	DIRECTOR	N/A	Director	$0	$0	$0
FRANK COBELLI	DIRECTOR	N/A	Director	$0	$0	$0
PHILLIP ESSER	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN JULIER	DIRECTOR	N/A	Director	$0	$0	$0
RAYMOND MURPHY	DIRECTOR	N/A	Director	$0	$0	$0
BETSY REID	DIRECTOR	N/A	Director	$0	$0	$0
NANCY ROWE	DIRECTOR	N/A	Director	$0	$0	$0
SALLY SANDERS	DIRECTOR	N/A	Director	$0	$0	$0
CURTIS SCHIBLI	VICE PRESIDE	N/A	Director	$0	$0	$0
TATJANA WITZMANN	DIRECTOR	N/A	Director	$0	$0	$0
LAURIE MCGAVIN BACHMANN	RECORDING SE	N/A	Officer	$0	$0	$0
SARA CHAMPION	DIRECTOR	N/A	Officer	$0	$0	$0
ERIC HUTNER	RECORDING SE	N/A	Officer	$0	$0	$0
STEVEN MARCH	TREASURER	N/A	Officer	$0	$0	$0
TRACY SEEM	PRESIDENT	N/A	Officer	$0	$0	$0
NANCY SELANDER	CORRESPOND S	N/A	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	No data	No data	No data	No data
2024	$245,722	$323,218	$2,480,276	$-77,496
2023	$1,689,214	$228,595	$2,500,400	$1,460,619
2022	$193,192	$181,443	$1,035,647	$11,749
2021	$194,773	$208,709	$1,132,873	$-13,936
2020	$149,857	$126,869	$1,079,051	$22,988
2019	$74,275	$109,021	$1,071,364	$-34,746
2018	$49,635	$77,087	$1,090,766	$-27,452

RIDGEFIELD HISTORICAL SOCIETY INC