WAPPINGERS HISTORICAL SOCIETY INC (EIN 146050573) - 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

1993

Legal Domicile

Principal Officer

Beth Devine

Phone

8456321281

Tax Period

2023-01-01 to 2023-12-31

WAPPINGERS HISTORICAL SOCIETY INC, founded in 1993, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $50K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $102K exceeded revenue, resulting in a 104% operating deficit.

Mission

Primary intent of the historical society is to preserve local artifacts, precious documents, and maps and photos pertaining to our village, town and surrounding areas.

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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 $41,128

Program Service Revenue $0

Investment Income $5,591

Other Revenue $3,056

TOTAL REVENUE $49,775

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,969

Fundraising Expenses $2,496

Program Expenses $66,217

Other Expenses $76,807

TOTAL EXPENSES $101,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$49,775	$33,870	+0.5%
Expenses	$101,776	$86,598	+0.2%
Net Income	$-52,001	$-52,728	0.0%

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

248

Independent Members

N/A

Employees

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
Joseph Cavaccini	Trustee	5	Director	$0	$0	$0
George Hemroth	Trustee	5	Director	$0	$0	$0
Eileen Stickle	Trustee	5	Director	$0	$0	$0
Richard Thurston	Trustee	5	Director	$0	$0	$0
Michelle Baez	Trustee	6	Director	$0	$0	$0
Brian Alexander	Trustee	5	Director	$0	$0	$0
Renee Ellis	Trustee	5	Director	$0	$0	$0
Beth Devine	President	10	Officer	$0	$0	$0
Bill Stickle	Vice President	10	Officer	$0	$0	$0
Melanie Jordano	Treasurer	10	Officer	$0	$0	$0
Amy Hauck-Barr	Corresponding Secretary	10	Officer	$0	$0	$0
Trish Holohan-Costello	Recording Secretary	10	Officer	$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	$49,775	$101,776	$273,990	$-52,001
2022	$33,870	$86,598	$301,059	$-52,728
2021	$119,542	$131,858	$229,593	$-12,316
2020	$31,514	$34,652	$382,568	$-3,138
2019	$64,134	$33,462	$366,222	$30,672

WAPPINGERS HISTORICAL SOCIETY INC