MARATHON COUNTY HISTORICAL SOCIETY (EIN 390875968) - 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

1952

Legal Domicile

Principal Officer

RUSS WILSON

Phone

7158425750

Tax Period

2024-01-01 to 2024-12-31

MARATHON COUNTY HISTORICAL SOCIETY, founded in 1952, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.2M in total revenue in fiscal year 2024. Revenue surged 711% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 80% operating margin.

Mission

TO FOSTER AND PROMOTE THE STUDY OF THE HISTORY OF MARATHON COUNTY AND THE SURROUNDING AREA, AND IN CONNECTION THEREWITH, TO COLLECT, PRESERVE, AND DISPLAY HISTORICAL RECORDS, DOCUMENTS, AND OBJECTS 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 (2024)

Revenue Breakdown

Contributions & Grants $3,000,296

Program Service Revenue $20,047

Investment Income $210,268

Other Revenue $6,976

TOTAL REVENUE $3,237,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $271,188

Fundraising Expenses $0

Program Expenses $432,245

Other Expenses $385,697

TOTAL EXPENSES $656,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,237,587	$399,407	+7.1%
Expenses	$656,885	$653,211	+0.0%
Net Income	$2,580,702	$-253,804	-11.2%

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

136

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

$59,584

Total Directors

$59,584

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAKE OPAL-WAHOSKE	EXECUTIVE DI	40.00	Officer Director	$41,250	$0	$41,250
MARY FORER	EXECUTIVE DI	21.50	Officer Director	$18,334	$0	$18,334
BRETT BARKER	DIRECTOR	0.25	Director	$0	$0	$0
BILL BERTRAM	DIRECTOR	0.25	Director	$0	$0	$0
SANDI CIHLAR	DIRECTOR	0.25	Director	$0	$0	$0
SAM CRIPPS	DIRECTOR	0.25	Director	$0	$0	$0
PATRICK GOSZ	TREASURER	0.25	Officer Director	$0	$0	$0
JOHN HATTENHAUER	VICE PRESIDE	0.25	Officer Director	$0	$0	$0
LAUREL HOFFMANN	DIRECTOR	0.25	Director	$0	$0	$0
GREG HUBER	DIRECTOR	0.25	Director	$0	$0	$0
JANE JANKE JOHNSON	DIRECTOR	0.25	Director	$0	$0	$0
RICHARD LOHR	DIRECTOR	0.25	Director	$0	$0	$0
DOROTHY MAXFIELD	DIRECTOR	0.25	Director	$0	$0	$0
STEVE MILLER	SECRETARY	0.25	Officer Director	$0	$0	$0
ANDREW DUDLEY SHANNON	DIRECTOR	0.25	Director	$0	$0	$0
BRIAN WILLIAMS	DIRECTOR	0.25	Director	$0	$0	$0
RUSS WILSON	PRESIDENT	0.25	Officer Director	$0	$0	$0
DUWAYNE ZAMZOW	DIRECTOR	0.25	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	$3,237,587	$656,885	$14,011,844	$2,580,702
2023	$399,407	$653,211	$10,873,990	$-253,804
2022	$413,887	$557,200	$10,191,445	$-143,313
2021	$399,165	$477,186	$11,467,889	$-78,021
2020	$399,008	$426,991	$10,718,213	$-27,983
2019	$388,953	$528,574	$9,798,383	$-139,621
2018	$396,619	$495,572	$8,927,487	$-98,953

MARATHON COUNTY HISTORICAL SOCIETY