WELLFLEET HISTORICAL SOCIETY INC

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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

2025-01-01 to 2025-12-31

WELLFLEET HISTORICAL SOCIETY INC, founded in 1951, is a small nonprofit that reported $292K in total revenue in fiscal year 2025. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $144K, a strong 50% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $130,656 Revenue: $44,005

PROVIDE MUSEUM DISPLAY OF HISTORICAL ARTIFACTS OF WELLFLEET, MA. SELL VARIOUS HISTORICAL BOOKS OF WELLFLEET, MA. PROVIDE HOUSE TOURS OF HISTORICAL HOMES IN WELLFLEET, MA. PROVIDE WALKING TOURS OF...

PROVIDE MUSEUM DISPLAY OF HISTORICAL ARTIFACTS OF WELLFLEET, MA. SELL VARIOUS HISTORICAL BOOKS OF WELLFLEET, MA. PROVIDE HOUSE TOURS OF HISTORICAL HOMES IN WELLFLEET, MA. PROVIDE WALKING TOURS OF HISTORICAL PLACES 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 (2025)

Revenue Breakdown

Contributions & Grants $235,341

Program Service Revenue $44,005

Investment Income $12,232

Other Revenue $0

TOTAL REVENUE $291,578

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,729

Fundraising Expenses $4,056

Program Expenses $130,656

Other Expenses $99,366

TOTAL EXPENSES $147,095

Year-over-Year Comparison

	2025	2024	Change
Revenue	$291,578	$527,477	-0.4%
Expenses	$147,095	$119,133	+0.2%
Net Income	$144,483	$408,344	-0.6%

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
DAVID ARONOW	DIRECTOR	0.50	Director	$0	$0	$0
DWIGHT ESTEY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN HALL	DIRECTOR	0.50	Director	$0	$0	$0
JEFF KEMPRECOS	DIRECTOR	0.50	Director	$0	$0	$0
NINA MCLOUGHLIN	DIRECTOR	0.50	Director	$0	$0	$0
JUDITH STILES	DIRECTOR	0.50	Director	$0	$0	$0
RALPH STOCKER	DIRECTOR	0.50	Director	$0	$0	$0
BRAD WILLIAMS	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
2025	$291,578	$147,095	$2,925,206	$144,483
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