WILLIAMSTOWN MEETINGHOUSE PRESERVATION FUND INC (EIN 854185260) - 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

2020

Legal Domicile

Principal Officer

BRUCE GRINNELL

Phone

4136521609

Tax Period

2023-01-01 to 2023-12-31

WILLIAMSTOWN MEETINGHOUSE PRESERVATION FUND INC, founded in 2020, is a small nonprofit in the Public & Societal Benefit sector that reported $306K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $350K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO GENERATE FUNDS FOR THE PRESERVATION, RESTORATIONA DN MAINTENANCE OF THE HISTORIC BUILDING BELONGING TO THE FIRST CONGREGATIONAL CHURCH OF WILLIAMSTOWN.

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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 $305,258

Program Service Revenue $0

Investment Income $1,019

Other Revenue $0

TOTAL REVENUE $306,277

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $342,691

Other Expenses $350,073

TOTAL EXPENSES $350,073

Year-over-Year Comparison

	2023	2022	Change
Revenue	$306,277	$227,415	+0.3%
Expenses	$350,073	$80,419	+3.4%
Net Income	$-43,796	$146,996	-1.3%

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
WILLIAM BOWDEN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BRIGGS	DIRECTOR	1.00	Director	$0	$0	$0
ANDRUS BURR	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN S CLARKE	CLERK	1.00	Officer Director	$0	$0	$0
CARRIE GREENE	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE GRINNELL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PATRICIA LEACH	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN PUDDESTER	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN RORK	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN YATES	PRESIDENT	1.00	Officer 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
2023	$306,277	$350,073	$349,486	$-43,796
2022	$227,415	$80,419	$393,282	$146,996
2021	$271,487	$25,201	$246,286	$246,286

WILLIAMSTOWN MEETINGHOUSE PRESERVATION FUND INC