WILLIAM BULL AND SARAH WELLS STONE HOUSE ASSOCIATION INC (EIN 146020776) - 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

1920

Legal Domicile

Principal Officer

DOUGLAS STAINTON

Phone

8454963587

Tax Period

2024-07-01 to 2025-06-30

WILLIAM BULL AND SARAH WELLS STONE HOUSE ASSOCIATION INC, founded in 1920, is a small nonprofit in the Arts, Culture & Humanities sector that reported $130K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 47% operating margin.

Mission

MAINTENANCE OF HISTORICAL LANDMARK

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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 $77,718

Program Service Revenue $0

Investment Income $52,093

Other Revenue $0

TOTAL REVENUE $129,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $15,715

Other Expenses $68,942

TOTAL EXPENSES $68,942

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,811	$107,123	+0.2%
Expenses	$68,942	$57,436	+0.2%
Net Income	$60,869	$49,687	+0.2%

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	Role	Reportable Comp	Other Comp	Total
LYLE SHUTE	TREASURER	Officer Director	$0	$0	$0
DOUGLAS STAINTON	VICE PRESIDENT	Officer Director	$0	$0	$0
BARBARA SYLK	PRESIDENT	Officer Director	$0	$0	$0
LINDA BULL	SECRETARY	Officer Director	$0	$0	$0
RILL ROE	BOARD MEMBER	Director	$0	$0	$0
MARC NOZELL	BOARD MEMBER	Director	$0	$0	$0
CURTIS JOHNSON	BOARD MEMBER	Director	$0	$0	$0
AMBER GRANT	BOARD MEMBER	Director	$0	$0	$0
BETSY HARRIS	BOARD MEMBER	Director	$0	$0	$0
JAMES SORREL	BOARD MEMBER	Director	$0	$0	$0
CHERI CARDONE	BOARD MEMBER	Director	$0	$0	$0
SARAH MURRAY	BOARD MEMBER	Director	$0	$0	$0
JUDY WOOD	BOARD MEMBER	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	$129,811	$68,942	$934,246	$60,869
2024	$107,123	$57,436	$873,377	$49,687
2023	$68,844	$49,124	$823,690	$19,720
2022	$128,497	$32,080	$803,970	$96,417
2021	$75,773	$29,764	$707,553	$46,009
2020	$151,441	$45,422	$661,544	$106,019
2020	$151,441	$45,422	$661,544	$106,019
2019	$112,894	$36,222	$555,525	$76,672

WILLIAM BULL AND SARAH WELLS STONE HOUSE ASSOCIATION INC