LAKE WINNIPESAUKEE HISTORICAL SOCIETY (EIN 043347804) - 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

1985

Legal Domicile

Principal Officer

MELANIE BENTON

Phone

6033665766

Tax Period

2023-01-01 to 2023-12-31

LAKE WINNIPESAUKEE HISTORICAL SOCIETY, founded in 1985, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $99K in total revenue in fiscal year 2023. The organization ran a surplus of $32K, a strong 33% operating margin.

Mission

TO PRESERVE THE HISTORY OF LAKE WINNIPESAUKEE AND VICINITY BY MAINTAINING A YEAR-ROUND MUSEUM SPONSORING LECTURES & OTHER PROGRAMS, AND SUPPORTING AREA HISTORICAL SOCIETIES.

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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 $0

Program Service Revenue $0

Investment Income $12

Other Revenue $99,325

TOTAL REVENUE $99,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,683

Fundraising Expenses $511

Program Expenses $38,090

Other Expenses $30,268

TOTAL EXPENSES $66,951

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,337	$101,494	0.0%
Expenses	$66,951	$72,989	-0.1%
Net Income	$32,386	$28,505	+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

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
MELANIE BENTON	TREASURER	20.00	Officer Director	$0	$0	$0
SHIRLEY CLARK	TRUSTEE	1.00	Director	$0	$0	$0
FAITH FRANCIS	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE HURT	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
DAVID LAWTON	TRUSTEE	20.00	Director	$0	$0	$0
SANDRA LAWTON	TRUSTEE	1.00	Director	$0	$0	$0
STEVE LAWTON	TRUSTEE	1.00	Director	$0	$0	$0
BRENDAN SMITH	PRESIDENT	18.00	Officer Director	$0	$0	$0
JENNIFER SMITH	TRUSTEE/DIRE	25.00	Director	$0	$0	$0
BRIAN VINCENT	VICE PRESIDE	1.00	Officer 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	No data	No data	No data	No data
2023	$99,337	$66,951	$518,185	$32,386
2022	$101,494	$72,989	$520,536	$28,505
2021	$198,907	$74,674	$526,773	$124,233
2020	$59,329	$75,450	$426,864	$-16,121
2019	$97,070	$112,417	$468,065	$-15,347
2018	$126,263	$118,862	$512,426	$7,401

LAKE WINNIPESAUKEE HISTORICAL SOCIETY