WAVERLEY HISTORIC FOUNDATION

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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

2012

Legal Domicile

Principal Officer

FRED BUCKMAN SR

Phone

5036546521

Tax Period

2023-01-01 to 2023-12-31

WAVERLEY HISTORIC FOUNDATION, founded in 2012, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $12K in total revenue in fiscal year 2023. Revenue surged 242% from the prior year, signaling strong growth momentum. Expenses of $16K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO PRESERVE AND EXHIBIT GOLF HISTORY AND ARTIFACTS AND TO PROMOTE AMATEUR GOLF.

Program Service Accomplishments

Program 1

Revenue: $5,125

THE EVANS SCHOLARS PROGRAM PROVIDES FULL TUITION AND HOUSING SCHOLARSHIPS TO DESERVING CADDIES ACROSS THE COUNTRY.

Program 2

Expenses: $2,500 Revenue: $5,075

THE EMPLOYEE HARDSHIP FUND PROVIDED GRANTS TO ASSIST NINE EMPLOYEES FACING FINANCIAL HARDSHIPS.

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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 $10,200

Program Service Revenue $0

Investment Income $2,174

Other Revenue $0

TOTAL REVENUE $12,374

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,500

Other Expenses $13,248

TOTAL EXPENSES $15,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,374	$3,618	+2.4%
Expenses	$15,748	$15,628	+0.0%
Net Income	$-3,374	$-12,010	-0.7%

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
WILLIAM REILLY JR	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
FRED BUCKMAN SR	SECRETARY-TREASURER	5.00	Officer Director	$0	$0	$0
DENISE MOLENDYK	DIRECTOR	5.00	Director	$0	$0	$0
PAT BECKER JR	DIRECTOR	5.00	Director	$0	$0	$0
DOUG GOE	PRESIDENT	5.00	Officer Director	$0	$0	$0
JIM MORSE	DIRECTOR	5.00	Director	$0	$0	$0
ROGER JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
DAVID JACOBSEN	DIRECTOR	5.00	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	No data	No data	No data	No data
2023	$12,374	$15,748	$146,533	$-3,374
2022	$3,618	$15,628	$124,279	$-12,010
2021	$87,916	$90,177	$136,289	$-2,261
2020	$107,846	$35,984	$138,550	$71,862
2019	$64,196	$37,318	$66,688	$26,878
2018	$49,081	$35,646	$39,810	$13,435