WESTWOOD HISTORICAL SOCIETY INC (EIN 046138357) - 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

1965

Legal Domicile

Principal Officer

DAVID MACKAY

Phone

7813265334

Tax Period

2023-01-01 to 2023-12-31

WESTWOOD HISTORICAL SOCIETY INC, founded in 1965, is a micro nonprofit that reported $14K in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. Expenses of $12K left a modest 12% surplus.

Mission

MAINTENANCE AND OPERATIONS OF HISTORIC BUILDINGREGULAR PROGRAMS OF HISTORIC INTEREST

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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 $11,831

Program Service Revenue $0

Investment Income $1,869

Other Revenue $0

TOTAL REVENUE $13,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $254

Program Expenses $9,758

Other Expenses $12,008

TOTAL EXPENSES $12,008

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,700	$6,373	+1.1%
Expenses	$12,008	$6,784	+0.8%
Net Income	$1,692	$-411	-5.1%

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

N/A

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
LURA PROVOST	CO PRESIDENT	10.00	Director	$0	$0	$0
MARILYN FREEDMAN	CO PRESIDENT	3.00	Director	$0	$0	$0
DAVID MACKAY	TREASURER	2.00	Director	$0	$0	$0
ANN CRONIN	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULA MERIDAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB FOLSOM	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$13,700	$12,008	$535,060	$1,692
2022	$6,373	$6,784	$533,369	$-411
2021	$31,379	$14,170	$533,960	$17,209
2020	$36,080	$29,146	$517,169	$6,934
2019	$30,830	$24,625	$509,638	$6,205

WESTWOOD HISTORICAL SOCIETY INC