WAVERLY HILLS HISTORICAL SOCIETY INC (EIN 331070721) - 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 PRICE

Phone

5029332142

Tax Period

2022-01-01 to 2022-12-31

WAVERLY HILLS HISTORICAL SOCIETY INC, founded in 2003, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2022. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 9% surplus.

Mission

To restore and preserve the historical Waverly Hills property while educating the public on the history of the building.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,701,817

Investment Income $0

Other Revenue $-127,692

TOTAL REVENUE $1,574,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $878,746

Fundraising Expenses $0

Program Expenses $1,437,887

Other Expenses $560,184

TOTAL EXPENSES $1,438,930

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,574,125	$1,292,436	+0.2%
Expenses	$1,438,930	$1,274,592	+0.1%
Net Income	$135,195	$17,844	+6.6%

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

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

$10,227

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA MATTINGLY	DIRECTOR	10	Director	$0	$0	$0
DAVID PRICE	TREASURER	10	Officer	$0	$0	$0
JESSICA BULLIET	SECRETARY	10	Officer	$0	$0	$0
LES HOUCHIN	DIRECTOR	10	Director	$0	$0	$0
JENNIFER DOMATO	DIRECTOR	10	Director	$10,227	$0	$10,227

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
2022	$1,574,125	$1,438,930	$4,821,518	$135,195
2021	$1,292,436	$1,274,592	$4,559,473	$17,844
2020	$757,976	$495,696	$4,504,013	$262,280
2019	$1,081,112	$637,699	$4,533,630	$443,413
2018	$1,182,810	$663,251	$3,789,812	$519,559

WAVERLY HILLS HISTORICAL SOCIETY INC