Walpole Historical Society (EIN 237413441) - 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

1930

Legal Domicile

Principal Officer

Christie Winmill

Phone

6037563449

Tax Period

2025-01-01 to 2025-12-31

Walpole Historical Society, founded in 1930, is a micro nonprofit that reported $57K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $11K, a strong 19% operating margin.

Mission

The preservation and interpretation of the history of the Town of Walpole

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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 $51,518

Program Service Revenue $0

Investment Income $5,503

Other Revenue $188

TOTAL REVENUE $57,209

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,199

Other Expenses $46,199

TOTAL EXPENSES $46,199

Year-over-Year Comparison

	2025	2024	Change
Revenue	$57,209	$67,434	-0.2%
Expenses	$46,199	$75,143	-0.4%
Net Income	$11,010	$-7,709	-2.4%

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

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
Christie Winmill	President	10.00	Officer	$0	$0	$0
Tricia Houstoun	Vice President	5.00	Officer	$0	$0	$0
Christopher Sink	Treasurer	10.00	Officer	$0	$0	$0
Joanne Andros	Secretary	5.00	Officer	$0	$0	$0
Lowell Bauer	Trustee	2.00	Director	$0	$0	$0
Edward McCatty	Trustee	2.00	Director	$0	$0	$0
William Ranauro	Trustee	2.00	Director	$0	$0	$0
Mark Schoen	Trustee	2.00	Director	$0	$0	$0
Maggi Suttles	Trustee	2.00	Director	$0	$0	$0
Donald Sellarole	Trustee	2.00	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
2025	$57,209	$46,199	$1,377,763	$11,010
2024	$67,434	$75,143	$1,365,551	$-7,709
2023	$46,412	$32,635	$1,373,260	$13,777

Walpole Historical Society