Historical Society of West Point Inc (EIN 262758962) - 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

2005

Legal Domicile

Principal Officer

Edwin Malechek

Phone

8043500921

Tax Period

2025-01-01 to 2025-12-31

Historical Society of West PointInc, founded in 2005, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $52K in total revenue in fiscal year 2018. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $20K, a strong 39% operating margin.

Mission

To preserve, interpret, and share the historical significance of West Point and its natural resources to Virginia and the nation.

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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 (2025)

Revenue Breakdown

Contributions & Grants $161,717

Program Service Revenue $0

Investment Income $8,551

Other Revenue $0

TOTAL REVENUE $170,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,389

Program Expenses $42,757

Other Expenses $44,485

TOTAL EXPENSES $44,485

Year-over-Year Comparison

	2025	2024	Change
Revenue	$170,268	$99,393	+0.7%
Expenses	$44,485	$39,899	+0.1%
Net Income	$125,783	$59,494	+1.1%

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

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
Tyler Bland	Director	3.00	Director	$0	$0	$0
E Anne Byrne	Director	2.00	Director	$0	$0	$0
Donald OConnor	Director	1.00	Director	$0	$0	$0
Deborah Ball	Director	1.00	Director	$0	$0	$0
Karena Funkhouser	Director	1.00	Director	$0	$0	$0
Sam Drewry	Director	2.00	Director	$0	$0	$0
Jill Dalton	Director	1.00	Director	$0	$0	$0
Levi Jones	Director	1.00	Director	$0	$0	$0
Jim Vadas	Director	3.00	Director	$0	$0	$0
Katie G Harlow	Director	1.00	Director	$0	$0	$0
Dale Seward	Director	2.00	Director	$0	$0	$0
B Kay Lawson	Director	1.50	Director	$0	$0	$0
Terry Hall	Treasurer Vice President	6.00	Officer	$0	$0	$0
Edwin Malechek	President	10.00	Officer	$0	$0	$0
Sandra Willis	Vice President	2.00	Officer	$0	$0	$0
Dawn G Greggs	Secretary	2.00	Officer	$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	$170,268	$44,485	$899,546	$125,783
2024	$99,393	$39,899	$739,011	$59,494
2021	$47,170	$31,580	$624,166	$15,590
2020	$167,703	$25,406	$584,145	$142,297
2019	$80,397	$26,748	$439,141	$53,649
2018	$52,497	$32,167	$375,893	$20,330

Historical Society of West Point Inc