WAYLAND HISTORICAL SOCIETY INC (EIN 611289312) - 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

1991

Legal Domicile

Principal Officer

JERRY FULTZ

Tax Period

2023-01-01 to 2023-12-31

WAYLAND HISTORICAL SOCIETY INC, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $129K in total revenue in fiscal year 2023. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $393K exceeded revenue, resulting in a 205% operating deficit.

Mission

To collect and preserve historical items

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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 $124,107

Program Service Revenue $0

Investment Income $0

Other Revenue $4,830

TOTAL REVENUE $128,937

Expense Breakdown

Grants Paid $351,595

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $387,214

Other Expenses $41,632

TOTAL EXPENSES $393,227

Year-over-Year Comparison

	2023	2022	Change
Revenue	$128,937	$477,516	-0.7%
Expenses	$393,227	$170,860	+1.3%
Net Income	$-264,290	$306,656	-1.9%

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

N/A

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
KENNETH ISAAC	DIRECTOR	3.00	Director	$0	$0	$0
MARILYN ISAAC	DIRECTOR	3.00	Director	$0	$0	$0
KING FULTZ	DIRECTOR	3.00	Director	$0	$0	$0
KATHY SCOTT	TREASURER	3.00	Officer Director	$0	$0	$0
JEFF PATTON	VICE PRESIDENT	3.00	Officer	$0	$0	$0
JERRY FULTZ	PRESIDENT	20.00	Officer	$0	$0	$0
PHYLLIS HONSHELL	SECRETARY	3.00	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
2023	$128,937	$393,227	$212,677	$-264,290
2022	$477,516	$170,860	$447,258	$306,656
2021	$72,631	$41,975	$139,720	$30,656
2020	$64,167	$52,568	$110,776	$11,599
2019	$38,329	$37,618	$101,332	$711
2018	$43,481	$48,990	$100,621	$-5,509

WAYLAND HISTORICAL SOCIETY INC