MARQUETTE COUNTY HISTORICAL SOCIETY (EIN 381312642) - 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

1922

Legal Domicile

Principal Officer

CRISTINE OSIER

Phone

9062263571

Tax Period

2024-01-01 to 2024-12-31

MARQUETTE COUNTY HISTORICAL SOCIETY, founded in 1922, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 257% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 70% operating margin.

Mission

MAINTAIN EXHIBITS, ARTIFACTS, A RESEARCH LIBRARY AND PROVIDE A FORUM FOR ENGAGING THE COMMUNITY.

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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 $1,765,493

Program Service Revenue $57,118

Investment Income $183,893

Other Revenue $74,715

TOTAL REVENUE $2,081,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $298,666

Fundraising Expenses $22,496

Program Expenses $458,195

Other Expenses $329,390

TOTAL EXPENSES $628,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,081,219	$583,666	+2.6%
Expenses	$628,056	$613,139	+0.0%
Net Income	$1,453,163	$-29,473	-50.3%

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

$51,392

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRISTINE OSIER	EXECUTIVE DIRECTOR	032.50	Officer	$51,392	$0	$51,392
CHUCK SWANSON	PRESIDENT	004.00	Officer Director	$0	$0	$0
SANDY MEYSKENS	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
JAY MERING	TREASURER	002.00	Officer Director	$0	$0	$0
KATHRYN RUSSELL	SECRETARY	002.00	Officer Director	$0	$0	$0
PRISCILLA BURNHAM	TRUSTEE	002.00	Director	$0	$0	$0
PAM CHRISTENSEN	TRUSTEE	002.00	Director	$0	$0	$0
JENNIFER COSCO	TRUSTEE	002.00	Director	$0	$0	$0
E JAMES DIXON	TRUSTEE	002.00	Director	$0	$0	$0
JEFF GAGNON	TRUSTEE	002.00	Director	$0	$0	$0
JACQUELINE MEDINA	TRUSTEE	002.00	Director	$0	$0	$0
JUDY VONCK	TRUSTEE	002.00	Director	$0	$0	$0
PERRY TRUSCON	TRUSTEE	002.00	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
2024	$2,081,219	$628,056	$9,272,900	$1,453,163
2023	$583,666	$613,139	$7,731,458	$-29,473
2022	$508,756	$559,893	$7,599,960	$-51,137
2021	$707,732	$554,886	$7,561,948	$152,846
2020	$484,486	$576,310	$8,183,445	$-91,824
2019	$362,017	$586,352	$7,824,706	$-224,335
2018	$626,388	$596,082	$8,100,750	$30,306

MARQUETTE COUNTY HISTORICAL SOCIETY