WHALEY HISTORICAL HOUSE ASSOCIATION (EIN 382125558) - 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

1976

Legal Domicile

Principal Officer

DR THOMAS HENTHORN

Phone

8102356841

Tax Period

2024-01-01 to 2024-12-31

WHALEY HISTORICAL HOUSE ASSOCIATION, founded in 1976, is a small nonprofit that reported $113K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $104K left a modest 8% surplus.

Mission

WHALEY HISTORICAL HOUSE ASSOCIATION, INC. WAS CREATED TO DOCUMENT, RESTORE, AND MAINTAIN THE WHALEY HISTORICAL HOUSE, AND TO PROVIDE THE COMMUNITY WITH AN EDUCATIONAL AND HISTORICAL MUSEUM THAT PRESERVES THE HISTORY OF THE WHALEY FAMILY AND THE COMMUNITY.

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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 $96,031

Program Service Revenue $2,482

Investment Income $3,552

Other Revenue $10,814

TOTAL REVENUE $112,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,747

Fundraising Expenses $0

Program Expenses $103,550

Other Expenses $63,803

TOTAL EXPENSES $103,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,879	$92,834	+0.2%
Expenses	$103,550	$68,126	+0.5%
Net Income	$9,329	$24,708	-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

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
KELLY PRICE	PRESIDENT	15.00	Officer	$0	$0	$0
WILLIAM GAINEY	VICE PRESIDE	15.00	Officer	$0	$0	$0
DR THOMAS HENTHORN	TREASURER	15.00	Officer	$0	$0	$0
ISABELLA GUERTIN	SECRETARY	15.00	Officer	$0	$0	$0
CODY JONAITUS	BOARD MEMBER	15.00	Director	$0	$0	$0
MIKE SCHLUSLER	BOARD MEMBER	15.00	Director	$0	$0	$0
GABE PAUL	BOARD MEMBER	15.00	Director	$0	$0	$0
CALLUM CARR	BOARD MEMBER	15.00	Director	$0	$0	$0
RYAN EASHOO	BOARD MEMBER	15.00	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
2024	$112,879	$103,550	$756,176	$9,329
2023	$92,834	$68,126	$746,350	$24,708
2022	$911	$47,415	$720,988	$-46,504
2021	$103,680	$63,910	$767,635	$39,770
2020	$125,508	$87,604	$736,081	$37,904
2019	$108,199	$69,863	$701,830	$38,336
2018	$99,372	$73,632	$627,045	$25,740

WHALEY HISTORICAL HOUSE ASSOCIATION