WEST ALLIS HISTORICAL SOCIETY (EIN 237216293) - 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

1998

Legal Domicile

Principal Officer

DEVAN GRACYALNY

Phone

4145416970

Tax Period

2024-01-01 to 2024-12-31

WEST ALLIS HISTORICAL SOCIETY, founded in 1998, is a small nonprofit that reported $251K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $233K, a strong 93% operating margin.

Mission

THE WEST ALLIS HISTORICAL SOCIETY IS A DEDICATED GROUP OF VOLUNTEERS COMMITTED TO PRESERVING THE CITY OF WEST ALLIS' HISTORY AND EDUCATING AND INSPIRING NEW GENERATIONS TO CONNECT WITH AND APPRECIATE THE PAST.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $228,033

Program Service Revenue $2,739

Investment Income $20,101

Other Revenue $-50

TOTAL REVENUE $250,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,224

Other Expenses $17,506

TOTAL EXPENSES $17,506

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,823	$322,749	-0.2%
Expenses	$17,506	$8,064	+1.2%
Net Income	$233,317	$314,685	-0.3%

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

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	Role	Reportable Comp	Other Comp	Total
DEVIN GRACYALNY	PRESIDENT	Officer Director	$0	$0	$0
ED LISINSKI	1ST VICE PRESIDENT	Officer Director	$0	$0	$0
JEANNETTE BELL	2ND VICE PRESIDENT	Officer Director	$0	$0	$0
HELEN LUNDQUIST	TREASURER	Officer Director	$0	$0	$0
ELLEN KUCHTA	DIRECTOR	Director	$0	$0	$0
BARBARA HART	DIRECTOR	Director	$0	$0	$0
GEOFF NURSE	DIRECTOR	Director	$0	$0	$0
MARK ELLINGTON	DIRECTOR	Director	$0	$0	$0
LILA ROBERTS	DIRECTOR	Director	$0	$0	$0
DONN JACOBSON	DIRECTOR	Director	$0	$0	$0
KAY KUSIK	DIRECTOR	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
2024	$250,823	$17,506	$1,202,658	$233,317
2023	$322,749	$8,064	$885,313	$314,685
2022	$504,148	$2,972	$549,220	$501,176

WEST ALLIS HISTORICAL SOCIETY