WINCHESTER HISTORICAL SOCIETY INC (EIN 237383040) - 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

1976

Legal Domicile

Principal Officer

ERNESTINE RAVANIS

Phone

7817210135

Tax Period

2023-01-01 to 2023-12-31

WINCHESTER HISTORICAL SOCIETY INC, founded in 1976, is a small nonprofit in the Arts, Culture & Humanities sector that reported $114K in total revenue in fiscal year 2023. Revenue surged 141% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 23% operating margin.

Mission

EDUCATIONAL ORGANIZATION TO STIMULATE AN INTEREST IN WINCHESTER, MASSACHUSETTS' HISTORY THROUGH PUBLIC PROGRAMS; TO COLLECT AND PRESERVE ARCHIVAL RECORDS AND ARTIFACTS; AND TO PROMOTE SCHOLARSHIP AND STUDY OF THE TOWN'S HISTORY THROUGH THE SOCIETY'S WEBSITE, NEWSLETTERS AND OTHER PUBLICATIONS. THE ORGANIZATION ALSO PROMOTES AND CARRIES OUT, FOR THE BENEFIT OF THE GENERAL PUBLIC, THE PRESERVATION OF THOSE SIGNIFICANT ARCHITECTURAL, HISTORICAL AND CULTURAL RESOURCES OF WINCHESTER, INCLUDING THE SANBORN HOUSE HISTORICAL AND CULTURAL CENTER.

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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 $74,487

Program Service Revenue $37,639

Investment Income $1,736

Other Revenue $0

TOTAL REVENUE $113,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,363

Program Expenses $78,018

Other Expenses $87,205

TOTAL EXPENSES $87,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$113,862	$47,161	+1.4%
Expenses	$87,205	$70,010	+0.2%
Net Income	$26,657	$-22,849	-2.2%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS SEVIGNY	PAST PRESIDENT	14.00	Director	$0	$0	$0
LINDA DOUCETTE	SECRETARY/CLERK	4.00	Officer Director	$0	$0	$0
ERNESTINE RAVANIS	TREASURER	12.00	Officer Director	$0	$0	$0
ELECTRA GOVONI	PRESIDENT	14.00	Officer Director	$0	$0	$0
HILDA WONG-DOO	DIRECTOR	4.00	Director	$0	$0	$0
RONALD LATANISION	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN TURPIN	VICE PRESIDENT	12.00	Officer Director	$0	$0	$0
JAMES WARD	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE WESTNER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA WESLEY	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	No data	No data	No data	No data
2023	$113,862	$87,205	$587,022	$26,657
2022	$47,161	$70,010	$553,824	$-22,849
2021	$68,372	$62,777	$576,149	$5,595
2020	$41,321	$54,282	$569,619	$-12,961
2019	$72,315	$68,967	$584,032	$3,348
2018	$56,899	$73,617	$580,836	$-16,718

WINCHESTER HISTORICAL SOCIETY INC