DODGE COUNTY HISTORICAL SOCIETY (EIN 390933146) - 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

1988

Legal Domicile

Principal Officer

PATRICK LUTZ

Phone

9208871266

Tax Period

2024-01-01 to 2024-12-31

DODGE COUNTY HISTORICAL SOCIETY, founded in 1988, is a micro nonprofit that reported $68K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $62K left a modest 8% surplus.

Mission

OPERATE THE DODGE COUNTY HISTORICAL SOCIETY MUSEUM, PROVIDE HISTORICAL INFORMATION AND EDUCATION TO THE GENERAL PUBLIC,DISPLAY HISTORICAL ARTIFACTS, PROVIDE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS

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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 $10,495

Program Service Revenue $0

Investment Income $57,734

Other Revenue $-387

TOTAL REVENUE $67,842

Expense Breakdown

Grants Paid $5,225

Salaries & Benefits $25,922

Fundraising Expenses $0

Program Expenses $12,704

Other Expenses $30,956

TOTAL EXPENSES $62,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,842	$58,202	+0.2%
Expenses	$62,103	$58,313	+0.1%
Net Income	$5,739	$-111	-52.7%

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
PATRICK LUTZ	PRESIDENT	4.00	Officer Director	$0	$0	$0
MARK BORN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
DEAN TILLEMA	TREASURER	2.00	Officer Director	$0	$0	$0
LAURIE PROBST	SECRETARY	1.00	Director	$0	$0	$0
KATHY BARNETT	DIRECTOR	1.00	Director	$0	$0	$0
MARY CUDNOHFSKY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HANKES	DIRECTOR	1.00	Officer Director	$0	$0	$0
MARY BETH JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
KEN THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
GLEN LINK	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY MASON	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KUENZI	DIRECTOR	1.00	Director	$0	$0	$0
JENNY HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
BETH RUETER	DIRECTOR	1.00	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	$67,842	$62,103	$833,037	$5,739
2023	$58,202	$58,313	$784,286	$-111
2022	$68,844	$98,466	$753,180	$-29,622
2021	$51,843	$54,429	$910,390	$-2,586
2020	$31,848	$52,818	$817,752	$-20,970

DODGE COUNTY HISTORICAL SOCIETY