WENTWORTH-GARDNER HISTORIC HOUSE ASSOCIATION (EIN 026011454) - 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

1940

Legal Domicile

Phone

6034310054

Tax Period

2023-10-01 to 2024-09-30

WENTWORTH-GARDNER HISTORIC HOUSE ASSOCIATION, founded in 1940, is a small nonprofit that reported $147K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $169K exceeded revenue, resulting in a 15% operating deficit.

Mission

The preservation of the Wentworth-Gardner historic house and warehouse which is located in Portsmouth, New Hampshire. The Wentworth-Gardner historic house is a classic example of Georgian architecture from the 1700s and is listed on the National Register of Historic Places.

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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 $89,718

Program Service Revenue $0

Investment Income $39,728

Other Revenue $17,600

TOTAL REVENUE $147,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,205

Fundraising Expenses $0

Program Expenses $146,740

Other Expenses $159,652

TOTAL EXPENSES $168,857

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,046	$109,209	+0.3%
Expenses	$168,857	$68,605	+1.5%
Net Income	$-21,811	$40,604	-1.5%

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

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
Richard Adams	President	4.00	Officer Director	$0	$0	$0
Marjorie Beck	Director	2.00	Director	$0	$0	$0
Peter Follansbee	Director	1.00	Director	$0	$0	$0
Reed Walker	Director	1.00	Director	$0	$0	$0
Karen Bouffard	Vice President	2.00	Director	$0	$0	$0
Joanna Brode	Director	1.00	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
2024	$147,046	$168,857	$1,374,293	$-21,811
2023	$109,209	$68,605	$1,395,414	$40,604
2022	$52,541	$49,709	$1,355,056	$2,832
2021	$328,942	$58,001	$1,351,515	$270,941
2020	$52,790	$57,057	$1,080,262	$-4,267

WENTWORTH-GARDNER HISTORIC HOUSE ASSOCIATION