SAUK COUNTY HISTORICAL SOCIETY INC (EIN 390866622) - 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

1905

Legal Domicile

Principal Officer

KAREN ZIMMERMAN

Phone

6083561001

Tax Period

2024-09-01 to 2025-08-31

SAUK COUNTY HISTORICAL SOCIETY INC, founded in 1905, is a small nonprofit in the Arts, Culture & Humanities sector that reported $243K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $310K exceeded revenue, resulting in a 28% operating deficit.

Mission

THE MISSION OF THE SAUK COUNTY HISTORICAL SOCIETY IS TO PROTECT AND MAINTAIN THE HISTORY OF THE COUNTY BY COLLECTING, PRESERVING, AND EXHIBITING ARTIFACTS, PHOTOGRAPHS, AND DOCUMENTS RELATIVE TO THAT HISTORY, BY DISSEMINATING KNOWLEDGE VIA COMMUNITY OUTREACH PROGRAMS, BY PROVIDING RESEARCH SERVICES, AND BY ASSISTING OTHER HISTORICAL SOCIETIES IN SAUK COUNTY.

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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 $216,863

Program Service Revenue $4,189

Investment Income $226

Other Revenue $21,457

TOTAL REVENUE $242,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153,095

Fundraising Expenses $0

Program Expenses $309,565

Other Expenses $156,470

TOTAL EXPENSES $309,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,735	$280,771	-0.1%
Expenses	$309,565	$216,500	+0.4%
Net Income	$-66,830	$64,271	-2.0%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN BREUNIG	DIRECTOR	2.00	Director	$0	$0	$0
ERIC LOGAN	DIRECTOR	2.00	Director	$0	$0	$0
KATHY ROLOFF	DIRECTOR	2.00	Director	$0	$0	$0
BILL SCHUETTE	SECRETARY	10.00	Officer Director	$0	$0	$0
SANDRA SNOW	TREASURER	5.00	Officer Director	$0	$0	$0
NANCY THOME	DIRECTOR	2.00	Director	$0	$0	$0
BEVERLY VAILLANCOURT	VICE PRES	20.00	Officer Director	$0	$0	$0
JACK VOGEL	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN WHITEEAGLE	DIRECTOR	2.00	Director	$0	$0	$0
KAREN ZIMMERMAN	PRESIDENT	25.00	Officer 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
2025	$242,735	$309,565	$1,910,720	$-66,830
2024	$280,771	$216,500	$1,952,966	$64,271
2023	$274,655	$198,648	$1,871,113	$76,007
2022	$223,382	$249,662	$1,776,183	$-26,280
2021	$858,437	$164,341	$1,765,824	$694,096
2020	$132,278	$142,727	$1,012,802	$-10,449
2019	$150,572	$203,848	$998,933	$-53,276
2018	$176,289	$178,467	$1,124,342	$-2,178

SAUK COUNTY HISTORICAL SOCIETY INC