WESTPORT SOUTH BEACH HISTORICAL SOCIETY (EIN 911285823) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

Kenneth Ames

Phone

3602680078

Tax Period

2025-01-01 to 2025-12-31

WESTPORT SOUTH BEACH HISTORICAL SOCIETY, founded in 1984, is a small nonprofit that reported $142K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. Expenses of $190K exceeded revenue, resulting in a 34% operating deficit.

Mission

Our mission is to educate and interpret the maritime history of our coastal community and to advocate for the preservation of our local historic structures. We own and operate the Grays Harbor Lighthouse and own the collections of and operate the Westport Maritime Museum.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $82,822

Program Service Revenue $54,759

Investment Income $140

Other Revenue $4,186

TOTAL REVENUE $141,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,587

Fundraising Expenses $0

Program Expenses $144,673

Other Expenses $87,158

TOTAL EXPENSES $189,745

Year-over-Year Comparison

	2025	2024	Change
Revenue	$141,907	$166,620	-0.1%
Expenses	$189,745	$186,646	+0.0%
Net Income	$-47,838	$-20,026	+1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$51,156

Key Employees

$92,916

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kenneth Ames	President	3.00	Officer Director	$0	$0	$0
Bob Lyon	Vice-President	1.00	Officer Director	$0	$0	$0
Sherrie Williams	Treasurer	2.00	Officer Director	$0	$0	$0
Bobbi Willard	Secretary	1.00	Officer Director	$0	$0	$0
Susan Thomas	Trustee-Position II	1.00	Director	$0	$0	$0
John Shaw	Executive Director	40.00	Director Key Emp Highest	$51,156	$0	$51,156
Julie Ames	Operations Manager	40.00	Key Emp	$41,760	$0	$41,760

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	$141,907	$189,745	$490,510	$-47,838
2024	No data	No data	No data	No data
2023	$254,408	$299,489	$544,330	$-45,081
2022	$263,049	$259,423	$603,328	$3,626
2021	$136,384	$157,311	$614,534	$-20,927
2020	$107,333	$136,143	$603,954	$-28,810

WESTPORT SOUTH BEACH HISTORICAL SOCIETY