WHETSTONE WOOD TRUST FUND C/O MASSACHUSETTS AUDUBON SOCIETY INC (EIN 300174595) - 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

2003

Legal Domicile

Principal Officer

DAVID O'NEILL

Phone

7812599500

Tax Period

2024-07-01 to 2025-06-30

WHETSTONE WOOD TRUST FUND C/O MASSACHUSETTS AUDUBON SOCIETY INC, founded in 2003, is a small nonprofit in the Environment sector that reported $119K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 53% operating margin.

Mission

TO ACQUIRE AND PROTECT CONSERVATION LAND IN THE TOWNS OF WENDELL, NEW SALEM, AND ORANGE, MASSACHUSETTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $118,548

Other Revenue $0

TOTAL REVENUE $118,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,798

Fundraising Expenses $0

Program Expenses $56,079

Other Expenses $22,281

TOTAL EXPENSES $56,079

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,548	$97,108	+0.2%
Expenses	$56,079	$58,292	0.0%
Net Income	$62,469	$38,816	+0.6%

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

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

$872,123

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID O'NEILL	TRUSTEE	0.50	Director	$0	$77,469	$534,766
BANCROFT R POOR	TRUSTEE	0.50	Director	$0	$38,811	$337,357
HENRY WOOLSEY	TRUSTEE (UNTIL 03/21/25)	0.50	Director	$0	$0	$0
DAVID PHELAN	TRUSTEE (AS OF 03/22/25)	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
2025	$118,548	$56,079	$4,816,165	$62,469
2024	$97,108	$58,292	$4,665,512	$38,816
2023	$80,055	$58,901	$4,535,004	$21,154
2022	$75	$1,876	$4,446,594	$-1,801
2021	$80,557	$174,644	$2,989,517	$-94,087
2020	$1,873,692	$280,980	$2,737,667	$1,592,712
2019	$63,456	$9,594	$2,681,221	$53,862

WHETSTONE WOOD TRUST FUND C/O MASSACHUSETTS AUDUBON SOCIETY INC