DUNN COUNTY HISTORICAL SOCIETY

EIN: 237137731 501(c)(3)

MENOMONIE, WI

Total Revenue
$199,172
Total Expenses
$245,624
Total Assets
$1,013,803
Net Assets
$1,014,515
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
WI
Principal Officer
JEREMY CARLSRUD
Phone
7152328685
Tax Period
2024-10-01 to 2025-09-30

DUNN COUNTY HISTORICAL SOCIETY, founded in 1974, is a small nonprofit that reported $199K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $246K exceeded revenue, resulting in a 23% operating deficit.

Mission

DISCOVERY, PRESERVATION, INTERPRETATION AND DISSEMINATION OF KNOWLEDGE ABOUT THE HISTORY OF DUNN COUNTY

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $152,260
Program Service Revenue $9,120
Investment Income $16,112
Other Revenue $21,680
TOTAL REVENUE $199,172

Expense Breakdown

Grants Paid $0
Salaries & Benefits $121,977
Fundraising Expenses $7,077
Program Expenses $136,194
Other Expenses $123,647
TOTAL EXPENSES $245,624

Year-over-Year Comparison

2024 2023 Change
Revenue $199,172 $169,157 +0.2%
Expenses $245,624 $259,769 -0.1%
Net Income $-46,452 $-90,612 -0.5%
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

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Governance

Voting Members
12
Independent Members
12
Employees
6
Volunteers
30

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
6
$52,086
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MELISSA KNEELAND EXECUTIVE DI 40.00
Officer
$52,086 $0 $52,086
JUSTIN ANDREWS DIRECTOR 1.00
Director
$0 $0 $0
ANNA BECKMAN SECRETARY 1.00
Director
$0 $0 $0
JEREMY CARLSRUD TREASURER 1.00
Director
$0 $0 $0
LUCAS CHASE DIRECTOR 1.00
Director
$0 $0 $0
ASHLEY DEMUTH DIRECTOR 1.00
Officer Director
$0 $0 $0
DUSTYN DUBUQUE DIRECTOR 1.00
Officer Director
$0 $0 $0
KATE EDENBORG DIRECTOR 1.00
Director
$0 $0 $0
JASON JOHNSON DIRECTOR 1.00
Director
$0 $0 $0
KENNETH MULLINS DIRECTOR 1.00
Officer Director
$0 $0 $0
JOSEPH PIETERS PRESIDENT 1.00
Officer Director
$0 $0 $0
MARNI WAZNIK VICE PRESIDE 1.00
Officer Director
$0 $0 $0
STACY WIGFIELD DIRECTOR 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
2025 $199,172 $245,624 $1,013,803 $-46,452
2024 $169,157 $259,769 $1,050,449 $-90,612
2023 $154,568 $227,776 $1,100,143 $-73,208
2022 $158,661 $197,576 $1,155,784 $-38,915
2021 $163,265 $183,051 $1,248,252 $-19,786
2020 $89,841 $178,596 $1,234,016 $-88,755
2019 $110,513 $271,713 $1,317,944 $-161,200
2018 $83,886 $253,217 $1,493,420 $-169,331
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