WELLFLEET HISTORICAL SOCIETY INC (EIN 042544051) - 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

1951

Legal Domicile

Principal Officer

ERIC WINSLOW

Phone

5083499157

Tax Period

2024-01-01 to 2024-12-31

WELLFLEET HISTORICAL SOCIETY INC, founded in 1951, is a small nonprofit that reported $527K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $408K, a strong 77% operating margin.

Mission

EDUCATION AND PRESERVATION OF WELLFLEET HISTORICAL BUILDINGS AND ARTIFACTS IN WELLFLEET, MA.

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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 $510,400

Program Service Revenue $16,269

Investment Income $808

Other Revenue $0

TOTAL REVENUE $527,477

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,777

Fundraising Expenses $4,096

Program Expenses $102,929

Other Expenses $86,356

TOTAL EXPENSES $119,133

Year-over-Year Comparison

	2024	2023	Change
Revenue	$527,477	$310,799	+0.7%
Expenses	$119,133	$105,846	+0.1%
Net Income	$408,344	$204,953	+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

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
ERIC WINSLOW	PRESIDENT	0.50	Officer Director	$0	$0	$0
TRACY DAVENPORT	TREASURER	0.50	Officer Director	$0	$0	$0
CAROL UBRIACO	SECRETARY	0.50	Officer Director	$0	$0	$0
ROSANNA BERTRAND	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
BARBARA CARY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN CONNORS	DIRECTOR	0.50	Director	$0	$0	$0
DAVID ARONOW	DIRECTOR	0.50	Director	$0	$0	$0
DWIGHT ESTEY	DIRECTOR	0.50	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	$527,477	$119,133	$2,793,364	$408,344
2023	$310,799	$105,846	$2,394,612	$204,953
2022	$646,767	$136,545	$2,179,260	$510,222
2021	$127,452	$110,241	$1,676,231	$17,211
2020	$246,158	$91,966	$1,657,770	$154,192
2019	$379,456	$88,825	$1,531,065	$290,631
2018	$202,016	$64,721	$1,218,865	$137,295

WELLFLEET HISTORICAL SOCIETY INC