Historic Winslow House Association Inc (EIN 510147206) - 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

1980

Legal Domicile

Phone

7818375753

Tax Period

2021-01-01 to 2021-12-31

Historic Winslow House Association Inc, founded in 1980, is a micro nonprofit that reported $66K in total revenue in fiscal year 2021. Net assets of $507K represent 92 months of operating reserves.

Mission

To provide tours, educational programs, and community programs in the nationally registered historic Isaac Winslow House of 1699.

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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 (2021)

Revenue Breakdown

Contributions & Grants $16,906

Program Service Revenue $6,108

Investment Income $27,469

Other Revenue $15,583

TOTAL REVENUE $66,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,709

Program Expenses $45,791

Other Expenses $64,665

TOTAL EXPENSES $64,665

Year-over-Year Comparison

	2021	2020	Change
Revenue	$66,066	N/A	N/A
Expenses	$64,665	N/A	N/A
Net Income	$1,401	N/A	N/A

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
Cynthia Hagar Krusell	Director	1.00	Director	$0	$0	$0
Larry Whalen	Director	1.00	Director	$0	$0	$0
Betty Bates	Director	1.00	Director	$0	$0	$0
Christopher Bernstein	Director	1.00	Director	$0	$0	$0
Iain MacMullan	Director	1.00	Director	$0	$0	$0
Christopher Carter-Lee	Director	1.00	Director	$0	$0	$0
Olivia O'Neil	Director	1.00	Director	$0	$0	$0
Alan Bates	Director	1.00	Director	$0	$0	$0
Peter Krusell	Director	1.00	Director	$0	$0	$0
Timothy C Withers	Co-President	1.00	Officer	$0	$0	$0
Margaret Carr	2nd V President	1.00	Officer	$0	$0	$0
Regina Porter	1st V President	1.00	Officer	$0	$0	$0
Bonnie Chandler Conant	Treasurer	1.00	Officer	$0	$0	$0
Judith Johnson	Secretary	1.00	Officer	$0	$0	$0
Kathleen O'Connor	Co-President	1.00	Officer	$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
2021	$66,066	$64,665	$506,940	$1,401

Historic Winslow House Association Inc