WALLINGFORD HISTORIC PRESERVATION TRUST (EIN 061326697) - 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

1998

Legal Domicile

Principal Officer

GERALD E FARRELL JR

Phone

2038049188

Tax Period

2024-07-01 to 2025-06-30

WALLINGFORD HISTORIC PRESERVATION TRUST, founded in 1998, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $40K in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $58K exceeded revenue, resulting in a 43% operating deficit.

Mission

MAINTENANCE OF HISTORIC BUILDINGS; TOUR SERVICES TO EDUCATE AND ENHANCE PUBLICE AWARENESS OF WALLINGFORD'S UNIQUE HISTORY AND ARCHITECTURE

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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 $15,000

Program Service Revenue $25,422

Investment Income $0

Other Revenue $0

TOTAL REVENUE $40,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,710

Other Expenses $57,710

TOTAL EXPENSES $57,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,422	$127,739	-0.7%
Expenses	$57,710	$106,438	-0.5%
Net Income	$-17,288	$21,301	-1.8%

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
GERALD E FARRELL JR	PRESIDENT	6.00	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	$40,422	$57,710	$2,154,666	$-17,288
2024	$127,739	$106,438	$2,174,229	$21,301
2022	$55,150	$64,747	$2,153,050	$-9,597
2021	$28,051	$42,106	$2,164,519	$-14,055
2020	$40,063	$35,596	$2,243,538	$4,467
2019	$33,416	$29,655	$2,152,952	$3,761
2018	$47,660	$36,979	$2,151,274	$10,681

WALLINGFORD HISTORIC PRESERVATION TRUST