WASHINGTON HISTORICAL SOCIETY (EIN 363495031) - 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

1981

Legal Domicile

Principal Officer

JENNIFER LERSCH

Phone

3093034192

Tax Period

2023-05-01 to 2024-04-30

WASHINGTON HISTORICAL SOCIETY, founded in 1981, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $90K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $36K, a strong 40% operating margin.

Mission

THE MISSION OF THE WASHINGTON HISTORICAL SOCIETY IS TO ACQUIRE, PRESERVE, AND DISPLAY WASHINGTON HISTORY. WHILE MAINTAINING A MUSEUM IS A PARTIAL FOCUS, WASHINGTON HISTORICAL SOCIETY MAINTAINS A LIBRARY WITH SIGNIFICANT RECORDS, ALLOWING GENEALOGY RESEARCH AS WELL AS EDUCATIONAL PROGRAMS SUCH AS TIME TRAVELS IN TRUCKS AND TRUNKS TO THE LOCAL SCHOOL DISTRICTS. WASHINGTON HISTORICAL SOCIETY ALSO PROVIDES FREE PRESENTATIONS AND PROGRAMS TO THE GENERAL PUBLIC FOR HISTORICAL INTEREST AND EDUCATIONAL OPPORTUNITIES THROUGHOUT THE YEAR.

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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 $26,706

Program Service Revenue $0

Investment Income $26,499

Other Revenue $36,637

TOTAL REVENUE $89,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,893

Other Expenses $53,552

TOTAL EXPENSES $53,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$89,842	$144,401	-0.4%
Expenses	$53,552	$71,080	-0.2%
Net Income	$36,290	$73,321	-0.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE FREEBERG	SECRETARY	2.00	Officer Director	$0	$0	$0
JUDY GROSS	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER LERSCH	TREASURER	2.00	Officer Director	$0	$0	$0
JULIE SMITH	TRUSTEE	2.00	Director	$0	$0	$0
JOHN STROMBERGER	TRUSTEE	2.00	Director	$0	$0	$0
PAT WAGNER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JEWEL WARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
KIT ZINSER	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	No data	No data	No data	No data
2024	$89,842	$53,552	$878,561	$36,290
2023	$144,401	$71,080	$842,271	$73,321
2022	$224,580	$124,968	$768,950	$99,612
2021	$129,274	$97,143	$669,338	$32,131
2020	$325,554	$21,280	$637,207	$304,274

WASHINGTON HISTORICAL SOCIETY