DE PERE HISTORICAL SOCIETY INC (EIN 237062015) - 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

1970

Legal Domicile

Tax Period

2018-01-01 to 2018-12-31

DE PERE HISTORICAL SOCIETY INC, founded in 1970, is a micro nonprofit that reported $30K in total revenue in fiscal year 2018. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $36K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PROMOTE PUBLIC AWARENESS, UNDERSTANDING AND APPRECIATION FOR DE PERES RICH HISTORIC PAST THROUGH EDUCATIONAL PROGRAMS; TO DISCOVER, COLLECT AND PRESERVE MATERIALS RELATED TO DE PERES HISTORY; TO SERVE AS A REPOSITORY OF INFORMATION FOR OTHERS INTERESTED IN DE PERES HISTORY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $28,269

Program Service Revenue $0

Investment Income $0

Other Revenue $1,238

TOTAL REVENUE $29,507

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,560

Fundraising Expenses $0

Program Expenses $35,655

Other Expenses $19,095

TOTAL EXPENSES $35,655

Year-over-Year Comparison

	2018	2017	Change
Revenue	$29,507	$20,755	+0.4%
Expenses	$35,655	$50,801	-0.3%
Net Income	$-6,148	$-30,046	-0.8%

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

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
CURT ALBERS	DIRECTOR	3.00	Director	$0	$0	$0
TINA FISETTE	DIRECTOR	3.00	Director	$0	$0	$0
MIKE FLECK	DIRECTOR	2.00	Director	$0	$0	$0
DAN MILQUET	DIRECTOR	8.00	Director	$0	$0	$0
BRAD NUSS	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS RENIER	DIRECTOR	2.00	Director	$0	$0	$0
JIM WOLFE	DIRECTOR	3.00	Director	$0	$0	$0
CARRIE BRESSERS	DIRECTOR AND PRESIDENT	8.00	Officer Director	$0	$0	$0
MARK REINHART	DIRECTOR AND TREASURER	10.00	Officer Director	$0	$0	$0
ALLYSON WATSON	DIRECTOR AND SECRETARY	6.00	Officer Director	$0	$0	$0
HOLLY KEYSER	DIRECTOR	5.00	Director	$0	$0	$0
TOLEKA MELCHERT	DIRECTOR	2.00	Director	$0	$0	$0
VINCE NARDI	DIRECTOR	5.00	Director	$0	$0	$0
CAROL SAFIOTTI-HUGHES	DIRECTOR	5.00	Director	$0	$0	$0
RICH STARRY	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN DIFFATTE	HIGHEST COMPENSATED EMPLOYEE	20.00	Highest	$15,197	$0	$15,197

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
2018	$29,507	$35,655	$765,203	$-6,148

DE PERE HISTORICAL SOCIETY INC