Wenham Historical Association & Museum Inc

EIN: 042152010 501(c)(3) Arts, Culture & Humanities

Wenham, MA

Total Revenue
$620,256
Total Expenses
$829,666
Total Assets
$1,842,861
Net Assets
$1,720,310
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1952
Legal Domicile
MA
Principal Officer
Sarah Sosa-Acevedo
Phone
9784682377
Tax Period
2024-07-01 to 2025-06-30

Wenham Historical Association & Museum Inc, founded in 1952, is a small nonprofit in the Arts, Culture & Humanities sector that reported $620K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $830K exceeded revenue, resulting in a 34% operating deficit.

Mission

The Museum engages multigenerational members and visitors in examining the promise of the American experiment and provides thought-provoking learning experiences that connect the past, present, and future, in a welcoming and inclusive environment

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $189,791
Program Service Revenue $327,925
Investment Income $29,891
Other Revenue $72,649
TOTAL REVENUE $620,256

Expense Breakdown

Grants Paid $0
Salaries & Benefits $419,075
Fundraising Expenses $48,846
Program Expenses $456,780
Other Expenses $410,591
TOTAL EXPENSES $829,666

Year-over-Year Comparison

2024 2023 Change
Revenue $620,256 $507,272 +0.2%
Expenses $829,666 $781,997 +0.1%
Net Income $-209,410 $-274,725 -0.2%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
32
Volunteers
44

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
6
$47,594
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kristin Noon- Former Executive Dir. 40.00
Officer
$47,594 $0 $47,594
Walter Meibaum III President 4.00
Officer Director
$0 $0 $0
Alexandra Modliszewski Treasurer 3.00
Officer Director
$0 $0 $0
Carrie Evanchik Secretary 2.00
Officer Director
$0 $0 $0
Taylor Bottomley Director 1.00
Director
$0 $0 $0
Emily Madden Director 1.00
Director
$0 $0 $0
Eric Tracey Vice President 1.00
Officer Director
$0 $0 $0
Claire M White Director 1.00
Director
$0 $0 $0
Caitlin Smith Director 1.00
Director
$0 $0 $0
Sarah Sosa-Acevedo Executive Dir. 40.00
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 $620,256 $829,666 $1,842,861 $-209,410
2024 No data No data No data No data
2023 $1,566,256 $708,030 $2,212,598 $858,226
2019 $744,433 $793,842 $1,750,849 $-49,409
2018 $811,388 $799,481 $1,765,784 $11,907
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