WINNETKA HISTORICAL SOCIETY (EIN 366110212) - 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

1932

Legal Domicile

Principal Officer

HELEN WEAVER

Phone

8474460001

Tax Period

2025-01-01 to 2025-12-31

WINNETKA HISTORICAL SOCIETY, founded in 1932, is a small nonprofit that reported $344K in total revenue in fiscal year 2025. Expenses of $389K exceeded revenue, resulting in a 13% operating deficit.

Mission

PROVIDING HISTORICAL INFORMATION & RESEARCH MAINTAINING, PRESERVING & DISPLAYING HISTORICAL LANDMARKS & ARTIFACTS

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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 (2025)

Revenue Breakdown

Contributions & Grants $305,146

Program Service Revenue $32,345

Investment Income $6,052

Other Revenue $356

TOTAL REVENUE $343,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $160,791

Fundraising Expenses $38,302

Program Expenses $287,539

Other Expenses $228,437

TOTAL EXPENSES $389,228

Year-over-Year Comparison

	2025	2024	Change
Revenue	$343,899	$353,189	0.0%
Expenses	$389,228	$363,441	+0.1%
Net Income	$-45,329	$-10,252	+3.4%

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

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

$149,366

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY MARIHUGH	DIRECTOR	3.00	Director	$0	$0	$0
CARRIE HOZA	PRESIDENT	3.00	Officer Director	$0	$0	$0
SUSAN SULLIVAN	SECRETARY	3.00	Officer Director	$0	$0	$0
PETER TYOR	TREASURER	3.00	Officer Director	$0	$0	$0
HELEN WEAVER	DIRECTOR	6.00	Director	$0	$0	$0
JIM CARROLL	DIRECTOR	3.00	Director	$0	$0	$0
PAIGE DOOLEY	DIRECTOR	3.00	Director	$0	$0	$0
JAMES HERRMANN	DIRECTOR	3.00	Director	$0	$0	$0
TOM FLEMMA	DIRECTOR	3.00	Director	$0	$0	$0
BRAD MCLANE	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
PETER TYOR	DIRECTOR	3.00	Director	$0	$0	$0
KAREN VORWALD	DIRECTOR	3.00	Director	$0	$0	$0
KRISTEN KLEINOPS	DIRECTOR	3.00	Director	$0	$0	$0
MARY WESTERMAN	DIRECTOR	3.00	Director	$0	$0	$0
BOB MARREN	DIRECTOR	3.00	Director	$0	$0	$0
JOANNE HUDSON	DIRECTOR	3.00	Director	$0	$0	$0
MARY TRIESCHMANN	EXECUTIVE DIRECTOR	24.00	Key Emp	$70,407	$0	$70,407
JENNIFER MILLER	ADMIN ASSISTANT	22.00	Key Emp	$9,876	$0	$9,876
MEAGAN MCCHESNEY	CURATOR	40.00	Key Emp	$69,083	$0	$69,083
MARIS ROSENFELD	PROGRAM COORDINATOR	16.00	Key Emp	$0	$0	$0
KARIS BAKER	ADMIN ASSISTANT	16.00	Key Emp	$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	$343,899	$389,228	$1,178,929	$-45,329
2024	$353,189	$363,441	$1,216,462	$-10,252
2023	$289,794	$347,952	$1,228,128	$-58,158
2022	$335,453	$342,150	$1,285,050	$-6,697
2021	$313,273	$276,101	$1,289,976	$37,172
2020	$172,043	$192,173	$1,279,844	$-20,130
2019	$209,771	$238,455	$1,270,663	$-28,684

WINNETKA HISTORICAL SOCIETY