HISTORIC WINDSOR INC (EIN 237193230) - 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

1971

Legal Domicile

Principal Officer

JUDY HAYWARD

Phone

8026746752

Tax Period

2023-10-01 to 2024-09-30

HISTORIC WINDSOR INC, founded in 1971, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $70K in total revenue in fiscal year 2023. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $113K exceeded revenue, resulting in a 61% operating deficit.

Mission

TO FOSTER PRESERVATION OF HISTORIC STRUCTURES BY OURSELVES AND OTHERS.

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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 $18,002

Program Service Revenue $46,857

Investment Income $5,060

Other Revenue $0

TOTAL REVENUE $69,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,787

Fundraising Expenses $5,889

Program Expenses $97,092

Other Expenses $46,877

TOTAL EXPENSES $112,664

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,919	$169,534	-0.6%
Expenses	$112,664	$122,408	-0.1%
Net Income	$-42,745	$47,126	-1.9%

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

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

$50,262

Total Directors

$50,262

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HENRY DUFFY	PRESIDENT	3.00	Officer Director	$0	$0	$0
JUDY HAYWARD	EXEC.DIRECTOR	40.00	Officer Director	$50,262	$0	$50,262
KAMRON CLIFFORD	DIRECTOR	0.50	Director	$0	$0	$0
BARBARA NYHOLM	TREASURER	0.50	Officer Director	$0	$0	$0
NELLY PALMER	SECRETARY	0.50	Officer Director	$0	$0	$0
JOHN GILBERT	DIRECTOR	0.50	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	$69,919	$112,664	$200,489	$-42,745
2023	$169,534	$122,408	$234,478	$47,126
2022	$86,348	$93,483	$195,438	$-7,135
2021	$63,235	$91,729	$210,597	$-28,494
2020	$78,379	$96,657	$231,131	$-18,278
2019	$105,157	$97,724	$248,691	$7,433
2018	$83,373	$98,414	$238,953	$-15,041

HISTORIC WINDSOR INC