BURNETT COUNTY HISTORICAL SOCIETY INC (EIN 237370783) - 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

1945

Legal Domicile

Phone

7158668890

Tax Period

2024-01-01 to 2024-12-31

BURNETT COUNTY HISTORICAL SOCIETY INC, founded in 1945, is a small nonprofit in the Arts, Culture & Humanities sector that reported $164K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 17% operating margin.

Mission

THE BURNETT COUNTY HISTORICAL SOCIETY OF FORTS FOLLE AVOINE HISTORICAL PARK PROVIDES EDUCATIONAL OPPORTUNITIES TO THE PUBLIC BY RESEARCHING, PRESERVING AND TEACHING THE HISTORY OF BURNETT COUNTY WI.

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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 $99,004

Program Service Revenue $17,762

Investment Income $-696

Other Revenue $47,733

TOTAL REVENUE $163,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,314

Fundraising Expenses $11,707

Program Expenses $74,991

Other Expenses $115,302

TOTAL EXPENSES $135,616

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,803	$116,296	+0.4%
Expenses	$135,616	$99,551	+0.4%
Net Income	$28,187	$16,745	+0.7%

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

210

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

$18,871

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA WOLF	EXECUTIVE DIRECTOR	40.00	Key Emp	$18,871	$0	$18,871
STEVE WEIRSCHEM TERM ENDS 2025	VICE PRESIDENT	5.00	Officer	$0	$0	$0
DICK SCHWAB TERM ENDS 2025	TREASURER	1.00	Officer	$0	$0	$0
JON DAY TERM ENDS 2025	PRESIDENT	2.00	Officer	$0	$0	$0
ROBERTA DAGGY TERM ENDS 2025	SECRETARY	2.00	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
2025	No data	No data	No data	No data
2024	$163,803	$135,616	$138,021	$28,187
2023	$116,296	$99,551	$109,527	$16,745
2022	$140,807	$136,447	$103,937	$4,360
2021	$123,610	$117,618	$88,718	$5,992
2020	$98,575	$123,171	$89,583	$-24,596
2019	$142,743	$149,021	$114,793	$-6,278
2018	$189,586	$150,363	$118,005	$39,223

BURNETT COUNTY HISTORICAL SOCIETY INC