Wilmot Historical Society Inc (EIN 020375168) - 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

1986

Legal Domicile

Principal Officer

Bruce Sanborn

Phone

6033819896

Tax Period

2023-11-01 to 2024-10-31

Wilmot Historical Society Inc, founded in 1986, is a small nonprofit that reported $338K in total revenue in fiscal year 2023. The organization ran a surplus of $322K, a strong 95% operating margin.

Mission

Work to collect and protect artifacts, documents, and photographs related to the Town of Wilmot, NH

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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 $330,215

Program Service Revenue $0

Investment Income $7,797

Other Revenue $0

TOTAL REVENUE $338,012

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $600

Program Expenses $10,000

Other Expenses $5,998

TOTAL EXPENSES $15,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$338,012	N/A	N/A
Expenses	$15,998	N/A	N/A
Net Income	$322,014	N/A	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Liz Kirby	President	Director	$0	$0	$0
Catherine Stearns	Vice President	Director	$0	$0	$0
Bruce Sanborn	Treasurer	Director	$0	$0	$0
Mary Fanelli	Secretary	Director	$0	$0	$0
Nola Aldrich	Director	Director	$0	$0	$0
Marc Davis	Director	Director	$0	$0	$0
Brenda Gessner	Director	Director	$0	$0	$0
Judith Hauck	Director	Director	$0	$0	$0
July Morse	Director	Director	$0	$0	$0
Carolyn Rayno	Director	Director	$0	$0	$0
Sara Timberlake	Director	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	$338,012	$15,998	$366,846	$322,014

Wilmot Historical Society Inc