WESTON MEMORIAL FUND (EIN 826756741) - 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

1906

Legal Domicile

Principal Officer

JOSEPH MARUCA

Phone

5084281645

Tax Period

2023-01-01 to 2023-12-31

WESTON MEMORIAL FUND, founded in 1906, is a small nonprofit in the Education sector that reported $107K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $34K, a strong 32% operating margin.

Mission

THE WESTON MEMORIAL FUND HOLDS AND INVESTS ASSETS FOR THE BENEFIT OF THE SANDWICH PUBLIC LIBRARY, LOCATED IN SANDWICH, MA. THE INCOME IS USED ONLY FOR MAINTENANCE AND SUPPORT OF THE LIBRARY.

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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 $29,259

Program Service Revenue $0

Investment Income $77,408

Other Revenue $0

TOTAL REVENUE $106,667

Expense Breakdown

Grants Paid $71,107

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,732

Other Expenses $1,625

TOTAL EXPENSES $72,732

Year-over-Year Comparison

	2023	2022	Change
Revenue	$106,667	$92,049	+0.2%
Expenses	$72,732	$51,137	+0.4%
Net Income	$33,935	$40,912	-0.2%

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

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
GEOFFREY LENK	CHAIRMAN	1.00	Director	$0	$0	$0
JONATHAN HAGENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH MARUCA	TRUSTEE	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	$106,667	$72,732	$2,335,154	$33,935
2022	$92,049	$51,137	$2,283,351	$40,912
2021	$357,151	$41,131	$2,401,037	$316,020
2020	$563,655	$38,612	$1,878,695	$525,043
2019	$326,994	$44,495	$1,348,132	$282,499

WESTON MEMORIAL FUND