Winter Park Historical Association Inc (EIN 591664195) - 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

1986

Legal Domicile

Principal Officer

Christy Grieger

Phone

4076472330

Tax Period

2025-01-01 to 2025-12-31

Winter Park Historical Association Inc, founded in 1986, is a small nonprofit that reported $378K in total revenue in fiscal year 2025. Revenue surged 74% from the prior year, signaling strong growth momentum. Expenses of $334K left a modest 12% surplus.

Mission

Collect preserve & research the history of the City of Winter Park

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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 (2025)

Revenue Breakdown

Contributions & Grants $351,656

Program Service Revenue $0

Investment Income $12,613

Other Revenue $13,457

TOTAL REVENUE $377,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,891

Fundraising Expenses $65,436

Program Expenses $77,632

Other Expenses $196,201

TOTAL EXPENSES $334,092

Year-over-Year Comparison

	2025	2024	Change
Revenue	$377,726	$217,206	+0.7%
Expenses	$334,092	$217,904	+0.5%
Net Income	$43,634	$-698	-63.5%

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

N/A

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
Bob Klettner	Treasurer	5.00	Officer	$0	$0	$0
Rick Kilby	President	2.00	Officer	$0	$0	$0
Eric Werrenrath	Vice President	2.00	Officer	$0	$0	$0
Theresa Swanson	Secretary	2.00	Officer	$0	$0	$0
Karim Arja	Co-Treasurer	2.00	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
2025	$377,726	$334,092	$466,665	$43,634
2024	$217,206	$217,904	$418,285	$-698
2024	$217,206	$218,065	$418,290	$-859
2023	$245,170	$217,744	$392,306	$27,426
2022	$203,703	$165,425	$389,012	$38,278
2021	$213,714	$174,620	$326,082	$39,094

Winter Park Historical Association Inc