THE HISTORICAL SOCIETY OF WOODSTOCK (EIN 222439384) - 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

1929

Legal Domicile

Principal Officer

RICHARD HEPPNER

Phone

8456792143

Tax Period

2025-01-01 to 2025-12-31

THE HISTORICAL SOCIETY OF WOODSTOCK, founded in 1929, is a small nonprofit that reported $123K in total revenue in fiscal year 2025. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 68% operating margin.

Mission

TO PROVIDE THE COMMUNITY WITH ACCESS TO THE HISTORY OF WOODSTOCK, NY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $86,300

Program Service Revenue $0

Investment Income $20,302

Other Revenue $16,771

TOTAL REVENUE $123,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,980

Other Expenses $39,676

TOTAL EXPENSES $39,676

Year-over-Year Comparison

	2025	2024	Change
Revenue	$123,373	$102,774	+0.2%
Expenses	$39,676	$44,250	-0.1%
Net Income	$83,697	$58,524	+0.4%

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
LEWIS ARLT	TRUSTEE	1.5	Director	$0	$0	$0
KATHY CROST	TREASURER	5.0	Officer Director	$0	$0	$0
DEBORAH HEPPNER	CORRESPONDING SECRETARY	10.0	Officer Director	$0	$0	$0
KARYN BEVET	TRUSTEE	5.0	Director	$0	$0	$0
MICHAEL DRILLINGER	TRUSTEE	1.0	Director	$0	$0	$0
BRUCE WEBER	TRUSTEE	12.0	Director	$0	$0	$0
JANINE MOWER	VICE PRESIDENT	3.0	Officer Director	$0	$0	$0
JOHN KEITHLINE	TRUSTEE	1.0	Director	$0	$0	$0
JEFFREY MILLER	TRUSTEE	2.0	Director	$0	$0	$0
RICHARD HEPPNER	PRESIDENT	25.0	Officer Director	$0	$0	$0
SELMA KAPLAN	RECORDING SECRETARY	3.0	Officer Director	$0	$0	$0
JOANN MARGOLIS	TRUSTEE	14.0	Director	$0	$0	$0
RACHEL JACKSON	TRUSTEE	1.5	Director	$0	$0	$0
WESTON BLELOCK	TRUSTEE	2.0	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	$123,373	$39,676	$950,752	$83,697
2024	$102,774	$44,250	$867,055	$58,524
2023	$551,102	$37,915	$809,173	$513,187

THE HISTORICAL SOCIETY OF WOODSTOCK