West Concord Historical Society (EIN 411785165) - 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

1994

Legal Domicile

Phone

5075272628

Tax Period

2024-10-01 to 2025-09-30

West Concord Historical Society, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $115K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 33% operating margin.

Mission

To collect, preserve and disseminate knowledge about the history of West Concord Area

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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 $114,245

Program Service Revenue $2,590

Investment Income $2

Other Revenue $-1,740

TOTAL REVENUE $115,097

Expense Breakdown

Grants Paid $42,994

Salaries & Benefits $23,065

Fundraising Expenses $0

Program Expenses $77,637

Other Expenses $11,578

TOTAL EXPENSES $77,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,097	$86,325	+0.3%
Expenses	$77,637	$86,244	-0.1%
Net Income	$37,460	$81	+461.5%

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

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
Joyce Dubois	Director	10.00	Director	$0	$0	$0
Jane Rundquist	Director	1.00	Director	$0	$0	$0
Shannon Boerner	Director	1.00	Director	$0	$0	$0
Greg Hayne	Director	1.00	Director	$0	$0	$0
Steve Ray	Treasurer	1.00	Director	$0	$0	$0
Wayne Miller	Director	1.00	Director	$0	$0	$0
Louise Severud	Director	1.00	Director	$0	$0	$0
Vicki Pirkl	Director	1.00	Director	$0	$0	$0
Mike Jones	Director	1.00	Director	$0	$0	$0
Karen Johnson	Director	1.00	Director	$0	$0	$0
Greg Buehler	Director	1.00	Director	$0	$0	$0
Colleen Hayne	Vice President	5.00	Officer Director	$0	$0	$0
Glenn Hanson	Director	1.00	Officer Director	$0	$0	$0
Mary Gillard	Secretary	4.00	Officer Director	$0	$0	$0
Mychal Wilmes	President	1.00	Officer 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	$115,097	$77,637	$174,871	$37,460
2024	$86,325	$86,244	$137,749	$81
2023	$136,436	$127,023	$137,406	$9,413
2022	$129,352	$102,768	$128,097	$26,584
2021	$94,186	$53,475	$101,513	$40,711
2020	$63,181	$64,842	$61,213	$-1,661
2019	$80,053	$88,395	$62,229	$-8,342
2018	$97,806	$77,187	$70,813	$20,619

West Concord Historical Society