WAREHAM HISTORICAL SOCIETY INC (EIN 042546179) - 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

1963

Legal Domicile

Principal Officer

ANGELA DUNHAM

Phone

5082911643

Tax Period

2023-01-01 to 2023-12-31

WAREHAM HISTORICAL SOCIETY INC, founded in 1963, is a small nonprofit that reported $483K in total revenue in fiscal year 2023. Revenue surged 3937% from the prior year, signaling strong growth momentum. The organization ran a surplus of $463K, a strong 96% operating margin.

Mission

THE PURPOSE OF THE WAREHAM HISTORICAL SOCIETY IS TO AID IN CREATING AND FOSTERING AND INTEREST IN THE HISTORY OF WAREHAM

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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 (2023)

Revenue Breakdown

Contributions & Grants $462,689

Program Service Revenue $0

Investment Income $7,313

Other Revenue $13,262

TOTAL REVENUE $483,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $20,061

TOTAL EXPENSES $20,061

Year-over-Year Comparison

	2023	2022	Change
Revenue	$483,264	$11,972	+39.4%
Expenses	$20,061	$27,965	-0.3%
Net Income	$463,203	$-15,993	-30.0%

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

N/A

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
ANGELA DUNHAM	PRESIDENT	5.00	Officer	$0	$0	$0
SANDRA SLAVIN	TREASURER	7.00	Officer	$0	$0	$0
CATHERINE PHINNEY	secretary	3.00	Officer	$0	$0	$0
MALCOME PHINNEY	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT BLAIR	DORECTOR	2.00	Director	$0	$0	$0
DONNA GREENWOOD	director	2.00	Director	$0	$0	$0
BERNARD GREENWOOD	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT SHORT	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$483,264	$20,061	$1,354,821	$463,203
2022	$11,972	$27,965	$889,726	$-15,993
2021	$12,899	$15,445	$904,640	$-2,546
2020	$3,717	$15,100	$805,186	$-11,383

WAREHAM HISTORICAL SOCIETY INC