Woodstock History Center Inc (EIN 036008872) - 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

1943

Legal Domicile

Principal Officer

Matthew Powers

Phone

8024571822

Tax Period

2024-01-01 to 2024-12-31

Woodstock History Center Inc, founded in 1943, is a small nonprofit in the Arts, Culture & Humanities sector that reported $382K in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. Expenses of $359K left a modest 6% surplus.

Mission

SHARING AND PRESERVING THE HISTORY OF WOODSTOCK VT THROUGH INSPIRING EDUCATIONAL EXPERIENCES AND DYNAMIC COLLECTIONS

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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 $212,894

Program Service Revenue $3,456

Investment Income $158,024

Other Revenue $7,839

TOTAL REVENUE $382,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $206,372

Fundraising Expenses $21,990

Program Expenses $258,643

Other Expenses $152,429

TOTAL EXPENSES $358,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$382,213	$229,606	+0.7%
Expenses	$358,801	$342,381	+0.0%
Net Income	$23,412	$-112,775	-1.2%

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

$72,950

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Don Bourdon	President	1.00	Officer Director	$0	$0	$0
Susan Fuller	Vice President	1.00	Officer Director	$0	$0	$0
Marge Wakefield	Treasurer	1.00	Officer Director	$0	$0	$0
Susan Boston	Secretary	1.00	Officer Director	$0	$0	$0
Isabelle Bradley	Trustee	1.00	Director	$0	$0	$0
Meg Emmons	Trustee	1.00	Director	$0	$0	$0
Matthew Powers	Executive Director	45.00	Key Emp Highest	$72,950	$0	$72,950
Henry Healy	Trustee	1.00	Director	$0	$0	$0
Michael Reese	Trustee	1.00	Director	$0	$0	$0
Nancy Stockwell	Trustee	1.00	Director	$0	$0	$0
Alexandra Williams	Trustee	1.00	Director	$0	$0	$0
Asim Grabowski-Shaikh	Trustee	1.00	Director	$0	$0	$0
David Green	Trustee	1.00	Director	$0	$0	$0
Jim Langhans	Trustee	1.00	Director	$0	$0	$0
Jill Mitchell	Trustee	1.00	Director	$0	$0	$0
Phil Steed	Trustee	1.00	Director	$0	$0	$0
Carol Wood	Trustee	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	$382,213	$358,801	$3,013,871	$23,412
2023	$229,606	$342,381	$2,740,337	$-112,775
2022	$216,436	$361,685	$2,562,776	$-145,249
2021	$435,377	$353,501	$3,076,631	$81,876
2020	$189,031	$322,977	$2,921,841	$-133,946

Woodstock History Center Inc