Chicago & North Western Historical Society Inc (EIN 362982283) - 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

1979

Legal Domicile

Principal Officer

James Lewnard

Phone

2244065226

Tax Period

2024-05-01 to 2025-04-30

Chicago & North Western Historical Society Inc, founded in 1979, is a small nonprofit in the Arts, Culture & Humanities sector that reported $267K in total revenue in fiscal year 2024. The organization ran a surplus of $117K, a strong 44% operating margin.

Mission

Preservation of the history of the Chicago North Western Railroad, including preservation and study of Company documents, publishing a quarterly magazine featuring material about that history.

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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 $203,542

Program Service Revenue $43,040

Investment Income $4,710

Other Revenue $15,836

TOTAL REVENUE $267,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,325

Other Expenses $149,749

TOTAL EXPENSES $149,749

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,128	$248,257	+0.1%
Expenses	$149,749	$208,143	-0.3%
Net Income	$117,379	$40,114	+1.9%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Lewnard	President	005.00	Officer Director Key Emp	$0	$0	$0
Jeffrey Eggert	Vice President	010.00	Officer Director	$0	$0	$0
H Lee Tatum	Treasurer	003.00	Officer Director	$0	$0	$0
Kyle Blindauer	Secretary	001.00	Director	$0	$0	$0
Michael Lenzen	Directory	001.00	Director	$0	$0	$0
Steve Rubeck	Director	001.00	Director	$0	$0	$0
John Berg	Director	001.00	Director	$0	$0	$0
Douglas DeBerg	Director	001.00	Director	$0	$0	$0
Craig Pfannkuche	Director	001.00	Director	$0	$0	$0
Ken Gustafson	Director	001.00	Director	$0	$0	$0
David Mikelson	Director	001.00	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
2025	$267,128	$149,749	$1,335,926	$117,379
2024	$248,257	$208,143	$1,243,248	$40,114
2023	$491,015	$173,969	$1,180,134	$317,046
2022	$237,036	$141,937	$883,605	$95,099
2021	$156,830	$101,225	$751,971	$55,605
2020	$230,183	$143,110	$681,944	$87,073
2019	$318,399	$152,557	$605,681	$165,842
2018	$296,173	$140,334	$457,405	$155,839

Chicago & North Western Historical Society Inc