MILLSTADT HISTORICAL SOCIETY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

JOAN MIER

Phone

6185312846

Tax Period

2024-11-01 to 2025-10-31

MILLSTADT HISTORICAL SOCIETY, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $272K in total revenue in fiscal year 2024. The organization ran a surplus of $249K, a strong 92% operating margin.

Mission

TO PRESERVE, INTERPRET, AND SHARE THE HISTORY AND HERITAGE OF MILLSTADT, ILLINOIS, THROUGH THE COLLECTION, PROTECTION, AND PUBLIC PRESENTATION OF LOCAL HISTORICAL RECORDS, ARTIFACTS, AND STORIES FOR THE BENEFIT OF THE COMMUNITY AND FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $17,390 Revenue: $2,110

OPERATED THE MILLSTADT HISTORICAL MUSEUM TO PRESERVE, INTERPRET, AND SHARE THE HISTORY OF MILLSTADT, ILLINOIS THROUGH PERMANENT AND ROTATING EXHIBITS, GUIDED TOURS, EDUCATIONAL PROGRAMS, AND ACCESS...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $263,133

Program Service Revenue $2,110

Investment Income $1,586

Other Revenue $4,840

TOTAL REVENUE $271,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,320

Program Expenses $17,390

Other Expenses $22,740

TOTAL EXPENSES $22,740

Year-over-Year Comparison

	2024	2023	Change
Revenue	$271,669	N/A	N/A
Expenses	$22,740	N/A	N/A
Net Income	$248,929	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
JOHN MIER	TRUSTEE	N/A	Director	$0	$0	$0
MAUCK RENE	TRUSTEE	4.00	Director	$0	$0	$0
GARY SCHAEFER	TRUSTEE	6.00	Director	$0	$0	$0
MARK ATKINS	TREASURER	8.00	Officer	$0	$0	$0
SHARON MCNAMES	SECRETARY	15.00	Officer	$0	$0	$0
JOAN MIER	PRESIDENT	10.00	Officer	$0	$0	$0
PHYLLIS SCHAEFER	SECRETARY	14.00	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	$271,669	$22,740	$347,005	$248,929