WOODSTOCK HISTORICAL FOUNDATION INC C/O JENNIFER SCHUESSLER (EIN 208755766) - 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

2006

Legal Domicile

Principal Officer

BRIAN WELCH

Phone

3179263348

Tax Period

2024-01-01 to 2024-12-31

WOODSTOCK HISTORICAL FOUNDATION INC C/O JENNIFER SCHUESSLER, founded in 2006, is a small nonprofit in the Arts, Culture & Humanities sector that reported $179K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $247K exceeded revenue, resulting in a 38% operating deficit.

Mission

PROMOTE EDUCATIONAL, SCIENTIFIC, LITERARY, AND CHARITABLE PURPOSES, AND THE PRESERVATION AND MAINTENANCE OF THE HISTORIC CLUBHOUSE OF WOODSTOCK CLUB.

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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 $122,840

Program Service Revenue $0

Investment Income $56,614

Other Revenue $0

TOTAL REVENUE $179,454

Expense Breakdown

Grants Paid $233,069

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $234,937

Other Expenses $13,700

TOTAL EXPENSES $246,769

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,454	$421,079	-0.6%
Expenses	$246,769	$267,549	-0.1%
Net Income	$-67,315	$153,530	-1.4%

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

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
BRIAN WELCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANE FUNKE	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MAGID	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT NORRIS	DIRECTOR	1.00	Director	$0	$0	$0
TOD PERRY	DIRECTOR	1.00	Director	$0	$0	$0
BETTY STILWELL	DIRECTOR	1.00	Director	$0	$0	$0
ALEX STOKELY	DIRECTOR	1.00	Director	$0	$0	$0
PETER WELSH	DIRECTOR	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	$179,454	$246,769	$1,222,893	$-67,315
2023	$421,079	$267,549	$1,261,289	$153,530
2022	$281,635	$320,956	$1,013,789	$-39,321
2021	$298,678	$293,848	$1,151,680	$4,830
2020	$595,281	$344,040	$1,106,685	$251,241
2019	$1,141,292	$656,741	$855,835	$484,551
2018	$221,296	$41,170	$371,134	$180,126

WOODSTOCK HISTORICAL FOUNDATION INC C/O JENNIFER SCHUESSLER