WATERTOWN HISTORICAL SOCIETY INC (EIN 060834599) - 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

1945

Legal Domicile

Principal Officer

IVAN CYR

Phone

8602741050

Tax Period

2023-09-01 to 2024-08-31

WATERTOWN HISTORICAL SOCIETY INC, founded in 1945, is a small nonprofit that reported $116K in total revenue in fiscal year 2023. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 56% operating margin.

Mission

THE PRIMARY GOAL OF THE SOCIETY IS TO PRESERVE WATERTOWN HISTORY AND TO STRENGTHEN THE COMMUNITY'S CONNECTION TO THE PAS, TO EACH OTHER, AND THE FUTURE.

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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 $101,226

Program Service Revenue $9,484

Investment Income $3,333

Other Revenue $1,734

TOTAL REVENUE $115,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,529

Other Expenses $50,529

TOTAL EXPENSES $50,529

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,777	$68,153	+0.7%
Expenses	$50,529	$53,622	-0.1%
Net Income	$65,248	$14,531	+3.5%

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
JOANN BARTHELMESS	CURATOR	N/A	Officer Director	$0	$0	$0
IVAN CYR	PRESIDENT	N/A	Officer Director	$0	$0	$0
MARGERET DIVITO	TREASURER	N/A	Officer Director	$0	$0	$0
CHELSEA MARTI	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
CHRISTINE SHEILDS	SECRETARY	N/A	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
2025	No data	No data	No data	No data
2024	$115,777	$50,529	$756,979	$65,248
2023	$68,153	$53,622	$691,731	$14,531
2022	$117,257	$51,779	$722,805	$65,478
2021	$116,965	$38,011	$491,384	$78,954
2020	$137,343	$47,521	$418,431	$89,822

WATERTOWN HISTORICAL SOCIETY INC