VAUGHAN WOODS AND HISTORIC HOMESTEAD (EIN 311705280) - 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

1998

Legal Domicile

Principal Officer

GEORGE GIBSON

Phone

2076229831

Tax Period

2023-01-01 to 2023-12-31

VAUGHAN WOODS AND HISTORIC HOMESTEAD, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $316K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $499K exceeded revenue, resulting in a 58% operating deficit.

Mission

PREPARATION AND MAINTENANCE OF REAL ESTATE DEDICATED TO EDUCATIONAL AND HISTORICAL EXEMPT PURPOSE

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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 $52,049

Program Service Revenue $3,662

Investment Income $259,195

Other Revenue $800

TOTAL REVENUE $315,706

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $273,699

Fundraising Expenses $11,771

Program Expenses $332,039

Other Expenses $223,144

TOTAL EXPENSES $499,343

Year-over-Year Comparison

	2023	2022	Change
Revenue	$315,706	$243,511	+0.3%
Expenses	$499,343	$452,985	+0.1%
Net Income	$-183,637	$-209,474	-0.1%

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

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

$61,748

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE L GIBSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
DAVID H GIBSON	TREASURER	5.00	Officer Director	$0	$0	$0
MATTHEW SCEASE	SECRETARY THRU 12/31/23	5.00	Officer Director	$0	$0	$0
JENNIFER PAISLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
LAURA ROSE DAY	BOARD MEMBER	5.00	Director	$0	$0	$0
NONA THOMPSON	BOARD MEMBER	5.00	Director	$0	$0	$0
KATIE TREMBLAY	EXECUTIVE DIRECTOR	40.00	Officer	$61,748	$0	$61,748

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	$315,706	$499,343	$4,521,438	$-183,637
2022	$243,511	$452,985	$4,705,075	$-209,474

VAUGHAN WOODS AND HISTORIC HOMESTEAD