CASS COUNTY HISTORICAL SOCIETY FOUNDATION

EIN: 363723733 501(c)(3) Philanthropy & Grantmaking

Plattsmouth, NE

Total Revenue
$286,646
Total Expenses
$32,854
Total Assets
$3,900,581
Net Assets
$3,900,581
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
NE
Principal Officer
David Pankonin
Phone
4022964770
Tax Period
2023-07-01 to 2024-06-30

CASS COUNTY HISTORICAL SOCIETY FOUNDATION, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $287K in total revenue in fiscal year 2023. Revenue surged 401% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 89% operating margin.

Mission

The objects and purposes of this corporation shall be as follows: 1. To solicit and accept gifts of real or personal property or both from private individuals, associations and corporations, and to accept gifts, advices, and bequests or real or personal property, or both, and to hold and administer the same for the use of Cass County Historical Society. 2. To accept, own, buy or sell and convey real and personal property of historical interest and cause same to be operated by this corporation alone or in conjunction with the Cass County Historical Society or any other person or legal entity. 3. To work for the endowment, continuance, development, and extension of the work or the Cass County Historical Society so as to give the work of said society as great of degree of usefulness as possible.

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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 (2023)

Revenue Breakdown

Contributions & Grants $201,467
Program Service Revenue $0
Investment Income $85,179
Other Revenue $0
TOTAL REVENUE $286,646

Expense Breakdown

Grants Paid $23,199
Salaries & Benefits $0
Fundraising Expenses $2,214
Program Expenses $23,199
Other Expenses $9,655
TOTAL EXPENSES $32,854

Year-over-Year Comparison

2023 2022 Change
Revenue $286,646 $57,227 +4.0%
Expenses $32,854 $36,886 -0.1%
Net Income $253,792 $20,341 +11.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mel Luetchens Director 1
Director
$0 $0 $0
Roger Wehrbein Director 2
Director
$0 $0 $0
Bruce Wiles Director 1
Director
$0 $0 $0
Leigh Jean Koinzan Treasurer 2
Officer
$0 $0 $0
Pat Meisinger Secretary 1
Officer
$0 $0 $0
David Pankonin Chairman 2
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 $286,646 $32,854 $3,900,581 $253,792
2023 $57,227 $36,886 $3,646,789 $20,341
2022 $73,068 $42,567 $3,626,448 $30,501
2021 $170,012 $24,230 $3,595,947 $145,782
2020 $300,123 $33,658 $3,450,165 $266,465
2019 $30,193 $51,071 $3,183,700 $-20,878
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