PRESERVATION OF HISTORIC WINCHESTER INC (EIN 237404958) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

BEN FORD

Phone

5406673577

Tax Period

2024-06-01 to 2025-05-31

PRESERVATION OF HISTORIC WINCHESTER INC, founded in 1964, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $38K in total revenue in fiscal year 2017. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $52K exceeded revenue, resulting in a 37% operating deficit.

Mission

TO PRESERVE THE CULTURAL AND ARCHITECTURAL HISTORY OF WINCHESTER, VIRGINIA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,213

Program Service Revenue $0

Investment Income $48,366

Other Revenue $8,546

TOTAL REVENUE $70,125

Expense Breakdown

Grants Paid $11,380

Salaries & Benefits $28,041

Fundraising Expenses $7,901

Program Expenses $35,699

Other Expenses $17,108

TOTAL EXPENSES $56,529

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,125	$76,418	-0.1%
Expenses	$56,529	$49,834	+0.1%
Net Income	$13,596	$26,584	-0.5%

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

120

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

$26,425

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY SCULLY RILEY	PAST TREASURER	2.00	Officer Director	$0	$0	$0
BEN FORD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNE GILLESPIE SCULLY	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNE WALKER SCHROTH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TED KALBACH	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN WALKER	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT LIGHT	DIRECTOR	1.00	Director	$0	$0	$0
VIVI MEDER	DIRECTOR	1.00	Director	$0	$0	$0
TIM YOUMANS	DIRECTOR	1.00	Director	$0	$0	$0
WENDY KEDZIERSKI	EXECUTIVE DIRECTOR	20.00	Officer	$26,425	$0	$26,425

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	$70,125	$56,529	$927,455	$13,596
2024	$76,418	$49,834	$889,013	$26,584
2023	$48,371	$55,150	$832,597	$-6,779
2022	$76,405	$66,784	$854,023	$9,621
2021	$75,556	$53,887	$910,195	$21,669
2020	$69,548	$58,376	$835,033	$11,172
2019	$42,496	$51,288	$785,846	$-8,792
2018	$38,036	$52,050	$779,598	$-14,014

PRESERVATION OF HISTORIC WINCHESTER INC