Wayland Historical Society Inc (EIN 046112780) - 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

1954

Legal Domicile

Principal Officer

Lynn Trimby

Phone

5083587959

Tax Period

2024-05-01 to 2025-04-30

Wayland Historical Society Inc, founded in 1954, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 23% operating margin.

Mission

Preservation and conservation of the history of Wayland, Massachusetts

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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 $81,300

Program Service Revenue $0

Investment Income $104,900

Other Revenue $400

TOTAL REVENUE $186,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,400

Fundraising Expenses $0

Program Expenses $134,900

Other Expenses $96,800

TOTAL EXPENSES $143,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,600	$84,800	+1.2%
Expenses	$143,200	$45,500	+2.1%
Net Income	$43,400	$39,300	+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

$18,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bryant Sherry Anne	President	10.00	Officer Director	$0	$0	$0
LaFarge Vicki	Vice President	5.00	Officer Director	$0	$0	$0
Trimby Lynn	Treasurer & Trustee	5.00	Officer Director	$0	$0	$0
Farley Mary	Clerk	2.00	Officer Director	$0	$0	$0
Berry Joanne	Director	2.00	Director	$0	$0	$0
Dale Greg	Director	2.00	Director	$0	$0	$0
Garder Westcott Kay	Director	20.00	Director	$18,000	$0	$18,000
Gordon Neil	Director	2.00	Director	$0	$0	$0
Gossels Bonnie	Trustee	2.00	Director	$0	$0	$0
Jahnke Art	Director	2.00	Director	$0	$0	$0
Keyes Brad	Director	2.00	Director	$0	$0	$0
Lewi Cliff	Trustee	2.00	Director	$0	$0	$0
Scola Elisa	Director	2.00	Director	$0	$0	$0
Weintraub Jonathan	Trustee	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	$186,600	$143,200	$1,157,400	$43,400
2024	$84,800	$45,500	$1,122,400	$39,300
2023	$93,298	$60,311	$1,042,297	$32,987
2022	$101,118	$36,255	$1,059,827	$64,863
2021	$95,852	$26,435	$1,159,421	$69,417

Wayland Historical Society Inc