WEST STOCKBRIDGE HISTORICAL SOCIETY (EIN 043228137) - 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

1994

Legal Domicile

Principal Officer

ROBERT SALERNO

Phone

4132325055

Tax Period

2025-01-01 to 2025-12-31

WEST STOCKBRIDGE HISTORICAL SOCIETY, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $110K in total revenue in fiscal year 2025. Expenses of $128K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE MISSION OF THE WEST STOCKBRIDGE HISTORICAL SOCIETY IS TO PRESERVE THE HISTORY AND CULTURE OF WEST STOCKBRIDGE, MA THROUGH RESEARCH, PROGRAMMING, COMMUNITY INVOLVEMENT AND THE RESTORATION OF THE OLD TOWN HALL

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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 $104,137

Program Service Revenue $360

Investment Income $57

Other Revenue $5,769

TOTAL REVENUE $110,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,707

Other Expenses $128,290

TOTAL EXPENSES $128,290

Year-over-Year Comparison

	2025	2024	Change
Revenue	$110,323	$108,026	+0.0%
Expenses	$128,290	$123,937	+0.0%
Net Income	$-17,967	$-15,911	+0.1%

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
DEBORAH BOWEN	DIRECTOR	2.00	Director	$0	$0	$0
JERRI BUEHLER	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN FISHER	DIRECTOR	2.00	Director	$0	$0	$0
ANDY KROUSS	DIRECTOR	2.00	Director	$0	$0	$0
CAROL KULLER	DIRECTOR	2.00	Director	$0	$0	$0
JEFF NESTEL-PATT	DIRECTOR	2.00	Director	$0	$0	$0
JILL PIXLEY	DIRECTOR	2.00	Director	$0	$0	$0
SYBIL POLLET	DIRECTOR	2.00	Director	$0	$0	$0
KAREN RICHARDS	DIRECTOR	2.00	Director	$0	$0	$0
LORI ROSE	DIRECTOR	2.00	Director	$0	$0	$0
LIZA BENNETT	SECRETARY	2.00	Officer	$0	$0	$0
ROBERT SALERNO	PRESIDENT	2.00	Officer	$0	$0	$0
REBECCA SORRENTINO	TREASURER	2.00	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	$110,323	$128,290	$963,161	$-17,967
2024	$108,026	$123,937	$981,128	$-15,911
2023	$152,796	$138,049	$971,039	$14,747
2022	$45,562	$63,740	$978,230	$-18,178
2021	$182,705	$67,783	$1,006,884	$114,922
2020	$74,402	$72,310	$881,075	$2,092
2019	$170,892	$114,845	$879,684	$56,047
2018	$163,120	$57,563	$817,431	$105,557

WEST STOCKBRIDGE HISTORICAL SOCIETY