WELLESLEY HISTORICAL SOCIETY INC (EIN 042312840) - 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

1965

Legal Domicile

Principal Officer

WILLIAM MORDAN

Phone

7812356690

Tax Period

2022-07-01 to 2023-06-30

WELLESLEY HISTORICAL SOCIETY INC, founded in 1965, is a small nonprofit in the Arts, Culture & Humanities sector that reported $210K in total revenue in fiscal year 2022. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $53K, a strong 25% operating margin.

Mission

TO SERVE AS THE HISTORICAL RESOURCE CENTER FOR THE TOWN OF WELLESLEY; TO PROVIDE EDUCATIONAL PROGRAMS; TO COLLECT, INTERPRET AND DISPLAY MATERIALS PERTAINING TO THE HISTORY OF THE TOWN AND ITS PEOPLE; TO INSPIRE PUBLIC INVOLVEMENT IN AND APPRECIATION OF ITS HERITAGE AND CULTURE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $106,536

Program Service Revenue $0

Investment Income $8,045

Other Revenue $95,380

TOTAL REVENUE $209,961

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,077

Fundraising Expenses $22,427

Program Expenses $35,965

Other Expenses $93,068

TOTAL EXPENSES $157,145

Year-over-Year Comparison

	2022	2021	Change
Revenue	$209,961	$179,192	+0.2%
Expenses	$157,145	$152,241	+0.0%
Net Income	$52,816	$26,951	+1.0%

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

$56,154

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JARED PARKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN DIRLAM	DIRECTOR	1.00	Director	$0	$0	$0
HAPET BERBERIAN	DIRECTOR	1.00	Director	$0	$0	$0
TOM PAINE	DIRECTOR	1.00	Director	$0	$0	$0
LORRI SEIBERT WOODACRE	DIRECTOR	1.00	Director	$0	$0	$0
LINDA GRIFFITH	FORMER CLERK	1.00	Officer Director	$0	$0	$0
BILL MORDAN	TREASURER	1.00	Officer Director	$0	$0	$0
FREDERICK WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SEARLE	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER MONGEAU	PRESIDENT	1.00	Officer Director	$0	$0	$0
TORY DEFAZIO	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA PADLEY	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR KALLOCH	EXECUTIVE DIRECTOR	40.00	Officer	$56,154	$0	$56,154

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	No data	No data	No data	No data
2023	$209,961	$157,145	$1,471,981	$52,816
2022	$179,192	$152,241	$1,418,618	$26,951
2021	$603,740	$201,906	$1,710,173	$401,834
2020	$87,370	$189,985	$1,600,724	$-102,615
2019	$478,293	$214,568	$1,691,095	$263,725
2018	$141,730	$198,399	$1,526,152	$-56,669

WELLESLEY HISTORICAL SOCIETY INC