BARRON COUNTY HISTORICAL SOCIETY (EIN 237204418) - 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

1974

Legal Domicile

Principal Officer

BRENDA CHRISTENSON

Phone

7157903658

Tax Period

2024-01-01 to 2024-12-31

BARRON COUNTY HISTORICAL SOCIETY, founded in 1974, is a small nonprofit that reported $333K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 22% operating margin.

Mission

EDUCATIONAL -THE OBJECTIVE OF THIS ORGANIZATION IS TO EDUCATE THE PEOPLE OF THE LIVES AND TIMES OF THE PIONEERS AS THEY ESTABLISHED THEMSELVES IN BARRON 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $206,488

Program Service Revenue $51,879

Investment Income $7,634

Other Revenue $66,509

TOTAL REVENUE $332,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,451

Fundraising Expenses $0

Program Expenses $214,344

Other Expenses $172,097

TOTAL EXPENSES $258,548

Year-over-Year Comparison

	2024	2023	Change
Revenue	$332,510	$219,671	+0.5%
Expenses	$258,548	$210,604	+0.2%
Net Income	$73,962	$9,067	+7.2%

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

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
KATHY KRUG	COUNTY BOARD REPRESENTATIVE	1.00	Director	$0	$0	$0
TAMMY SCHUTZ	DIRECTOR	1.00	Director	$0	$0	$0
BEV CANDLER	BOARD MEMBER	0.00	Director	$0	$0	$0
JOHN PETER	BOARD MEMBER	0.00	Director	$0	$0	$0
CONNIE RIPPLINGER	BOARD MEMBER	0.00	Director	$0	$0	$0
CANDIS HOMME	BOARD MEMBER	0.00	Director	$0	$0	$0
ELISE KALLENBACH	ASSISSTANT DIRECTOR	0.00	Director	$0	$0	$0
SHERRY HARVEY	BOARD MEMBER	0.00	Director	$0	$0	$0
SUE PATRICK	BOARD MEMBER	0.00	Director	$0	$0	$0
MARK DOBBERFUHL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF MARTIN	BOARD MEMBER - VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATRINA HOFF	SECRETARY	0.00	Officer Director	$0	$0	$0
BRENDA CHRISTENSON	TREASURER	1.00	Officer	$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	$332,510	$258,548	$788,998	$73,962
2023	$219,671	$210,604	$711,088	$9,067
2022	$182,930	$208,750	$619,256	$-25,820
2021	$166,610	$155,711	$723,538	$10,899
2020	$119,032	$129,964	$699,040	$-10,932
2019	$326,487	$246,970	$625,873	$79,517
2018	$279,063	$281,478	$547,927	$-2,415

BARRON COUNTY HISTORICAL SOCIETY