Wayland 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

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

Study, collect and preserve the history of Wayland, Massachusetts and its people: to preserve the building and the artifacts owned by the Society, and to disseminate information to promote the traditions and history or Wayland.

Program Service Accomplishments

Program 1

Expenses: $46,600 Revenue: $0

Part-time professional curator responsible for: collections management - recording and cataloguing all itmes in the collection; researching and responding to inquires from the public; identifying...

Part-time professional curator responsible for: collections management - recording and cataloguing all itmes in the collection; researching and responding to inquires from the public; identifying long-term projects relvant to the collection. Also responsible for the Grout Heard House Museum; giving tours to the public and training volunteers.

Program 2

Expenses: $88,000 Revenue: $0

Maintain the Grout-Heard House Museum, a circa 1740 two and one half story colonial house. Collections are housed in the nine room former dwelling. Exhibition rooms are open to the public for tours and are furnished with artifacts from the 18th & 19th centuries, during which time the house was occupied by the Grout and Heard families. Artifacts include furniture, art work, china, glass and other items. The Museum also maintains collections of photgraphs, maps, books, audio recordings and other types of documents that are available to researchers who visit the museum as well as online through Digital Commonwealth, a Massachusetts-wide consortium.

Program 3

Expenses: $300 Revenue: $0

Maintain the waylandmuseum.org website, which is a source of information for both members of the Society and the community-at-large. Information is provided about the Grout-Heard House and about...

Maintain the waylandmuseum.org website, which is a source of information for both members of the Society and the community-at-large. Information is provided about the Grout-Heard House and about current and upcoming programs provided or sponsored by the Society. Electronic newsletter sent to members and other subscribers with articles of interest about local Wayland history. Newsletters are available on the website.

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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
2026	No data	No data	No data	No data
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