KEWEENAW COUNTY HISTORICAL SOCIETY (EIN 382405842) - 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

1982

Legal Domicile

Principal Officer

Melvin E Jones

Phone

9062319977

Tax Period

2025-01-01 to 2025-12-31

KEWEENAW COUNTY HISTORICAL SOCIETY, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $270K in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $102K, a strong 38% operating margin.

Mission

To preserve our rich history for future generations

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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 $173,924

Program Service Revenue $29,219

Investment Income $36,265

Other Revenue $30,603

TOTAL REVENUE $270,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $134,861

Other Expenses $168,509

TOTAL EXPENSES $168,509

Year-over-Year Comparison

	2025	2024	Change
Revenue	$270,011	$335,047	-0.2%
Expenses	$168,509	$194,130	-0.1%
Net Income	$101,502	$140,917	-0.3%

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

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
LAURA BONDE	Trustee	0.00	Director	$0	$0	$0
ANITA CAMPBELL	Trustee	0.00	Director	$0	$0	$0
ELAINE HALL	Trustee	0.00	Director	$0	$0	$0
JOHN MARTA	Trustee	0.00	Director	$0	$0	$0
LISA ANDERSON	Trustee	0.00	Director	$0	$0	$0
MARK F ROWE	Trustee	0.00	Director	$0	$0	$0
VIRGINIA SCHUBERT	Trustee	0.00	Director	$0	$0	$0
DOROTHY JAMISON	Trustee	0.00	Director	$0	$0	$0
TOM BURNS	Trustee	0.00	Director	$0	$0	$0
MICHAEL COOPER	Trustee	1.00	Director	$0	$0	$0
THERESA REKAWEK	Trestee	0.00	Director	$0	$0	$0
JOE TINETTI	Trustee	0.00	Director	$0	$0	$0
MELVIN E JONES	President	0.00	Officer	$0	$0	$0
KAREN HINTZ	Vice President	0.00	Officer	$0	$0	$0
TIMOTHY OLSON	Treasurer	0.00	Officer	$0	$0	$0
RUTH LESSARD	Secretary	0.00	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	$270,011	$168,509	$1,257,261	$101,502
2024	$335,047	$194,130	$1,159,759	$140,917
2023	$308,533	$245,558	$1,018,843	$62,975
2022	$203,419	$105,176	$962,293	$98,243
2021	$252,532	$150,425	$885,626	$102,107
2020	$150,680	$57,925	$746,688	$92,755

KEWEENAW COUNTY HISTORICAL SOCIETY