MIDDLETON AREA HISTORICAL SOCIETY

EIN: 237287457 501(c)(3)

MIDDLETON, WI

Total Revenue
$87,941
Total Expenses
$28,713
Total Assets
$880,749
Net Assets
$880,749
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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
1973
Legal Domicile
WI
Principal Officer
BRAD CHANDLER
Phone
6088367614
Tax Period
2025-01-01 to 2025-12-31

MIDDLETON AREA HISTORICAL SOCIETY, founded in 1973, is a micro nonprofit that reported $88K in total revenue in fiscal year 2025. The organization ran a surplus of $59K, a strong 67% operating margin.

Mission

Mission: To preserve and publicize the history of Middleton

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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 (2025)

Revenue Breakdown

Contributions & Grants $17,378
Program Service Revenue $0
Investment Income $62,545
Other Revenue $8,018
TOTAL REVENUE $87,941

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $28,713
TOTAL EXPENSES $28,713

Year-over-Year Comparison

2025 2024 Change
Revenue $87,941 N/A N/A
Expenses $28,713 N/A N/A
Net Income $59,228 N/A N/A
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
15
Independent Members
15
Employees
N/A
Volunteers
35

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RUTH BACHMEIER PRESIDENT 1
Officer
$0 $0 $0
CHERY THEIS VICE PRESIDENT 1
Officer
$0 $0 $0
BRAD CHANDLER TREASURER 1
Officer
$0 $0 $0
KRISTI WARRINER RECORDING SECRETARY 1
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
2025 $87,941 $28,713 $880,749 $59,228
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