FORT ATKINSON FOUNDATION

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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

1962

Legal Domicile

Principal Officer

David Genoways

Phone

4024685591

Tax Period

2023-10-01 to 2024-09-30

FORT ATKINSON FOUNDATION, founded in 1962, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $10K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $12K exceeded revenue, resulting in a 22% operating deficit.

Mission

To preserve the history and ensure the continuation of Fort Atkinson for future generations

Program Service Accomplishments

Program 1

Expenses: $5,805 Revenue: $0

Made the final payment on the Visitor Center renovation this was for the restoration of an 1820s period the experts placed its construction sometime between 1815 and 1820 musicians coat.

Program 2

Expenses: $3,038 Revenue: $6,764

Support of the Sutler store one of the Living History programs supported by the Foundation

Program 3

Expenses: $1,648 Revenue: $0

Replacement of the wheels on one of the cannon owned by the Foundation and used during the Living History weekends through out the year.

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,345

Program Service Revenue $0

Investment Income $362

Other Revenue $0

TOTAL REVENUE $9,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,810

Other Expenses $11,810

TOTAL EXPENSES $11,810

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,707	$37,930	-0.7%
Expenses	$11,810	$411,579	-1.0%
Net Income	$-2,103	$-373,649	-1.0%

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

N/A

Employees

N/A

Volunteers

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
Bob Baker	Director	Director	$0	$0	$0
Brett Conyers	Director	Director	$0	$0	$0
Dan Daly	Director	Director	$0	$0	$0
Tom Gehl	Director	Director	$0	$0	$0
David Genoways	President	Officer Director	$0	$0	$0
Marilyn Hawes	Secretary	Officer Director	$0	$0	$0
Justin Horst	Director	Director	$0	$0	$0
Susan Juza	VP	Officer Director	$0	$0	$0
Phillip Lorenzen	Director	Officer	$0	$0	$0
Jeffery Makovicka	Director	Officer	$0	$0	$0
Jeremy Martin	Director	Officer	$0	$0	$0
Ritch Nelson	Treasurer	Officer Director	$0	$0	$0
Brenda Orr	Director	Director	$0	$0	$0
James Wolfe	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	$9,707	$11,810	$139,873	$-2,103
2023	$37,930	$411,579	$141,976	$-373,649
2022	$184,473	$266,432	$515,625	$-81,959