WINCHESTER FREDERICK CO HISTORICAL… - Form 990 Financial Data

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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

1938

Legal Domicile

Principal Officer

GEORGE SCHEMBER

Phone

5406626550

Tax Period

2023-01-01 to 2023-12-31

WINCHESTER FREDERICK CO HISTORICAL SOCIETY, founded in 1938, is a small nonprofit that reported $252K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Net assets of $737K represent 35 months of operating reserves.

Mission

THE WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY IS DEDICATED TO PRESERVING AND EXPANDING THE HISTORICAL AND CULTURAL HERITAGE OF THE CITY OF WINCHESTER AND FREDERICK COUNTY. THE SOCIETY IS A NONPROFIT 501(C)(3) ORGANIZATION. SOCIETY MEMBERSHIP IS OPEN TO ALL INDIVIDUALS INTERESTED IN THE HISTORY OF THE NORTHERN SHENANDOAH VALLEY.

Program Service Accomplishments

Program 1

Expenses: $210,400

OPERATION OF MUSEUMS, MUSEUM GIFT SHOPS AND ARCHIVES

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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 $173,663

Program Service Revenue $47,684

Investment Income $27,073

Other Revenue $3,904

TOTAL REVENUE $252,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $195,179

Fundraising Expenses $0

Program Expenses $210,400

Other Expenses $74,689

TOTAL EXPENSES $269,868

Year-over-Year Comparison

	2023	2022	Change
Revenue	$252,324	$348,789	-0.3%
Expenses	$269,868	$260,109	+0.0%
Net Income	$-17,544	$88,680	-1.2%

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
KATHY BOWERS	DIRECTOR	1.00	Director	$0	$0	$0
DOUG WATSON	DIRECTOR	1.00	Director	$0	$0	$0
FRANCES LOWE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BUTCH FRAVEL	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GETAZ	DIRECTOR	1.00	Director	$0	$0	$0
KRIS GOFF	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG HUTCHINSON	TREASURER	1.00	Officer Director	$0	$0	$0
MARK LORE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MCLAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
GENE SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE SCHEMBER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MURRAY SHANTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
MARILYN STEARNS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN WHITACRE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM YOUMANS	DIRECTOR	1.00	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	$252,324	$269,868	$744,506	$-17,544
2022	$348,789	$260,109	$757,842	$88,680
2021	$251,604	$201,109	$669,227	$50,495
2020	$208,761	$181,474	$618,348	$27,287
2019	$332,273	$220,775	$591,069	$111,498
2018	$225,463	$205,765	$480,621	$19,698

WINCHESTER FREDERICK CO HISTORICAL SOCIETY