DODGE COUNTY HISTORICAL SOCIETY

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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

2025-01-01 to 2025-12-31

DODGE COUNTY HISTORICAL SOCIETY, founded in 1988, is a micro nonprofit that reported $81K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $23K, a strong 28% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $2,000

PROVIDE TWO $1,000 SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS DEMONSTRATING AN INTEREST IN HISTORICAL PRESERVATION ACTIVITIES.

Program 2

Expenses: $1,050

PROVIDE PUBLIC SPEAKES DISCUSSING HISTORICAL TOPICS FOR EDUCATIONAL PURPOSES.

Program 3

Expenses: $4,334

COSTS TO UPGRADE HISTORICAL DISPLAY AREAS IN THE MUSEUM.

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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 $13,555

Program Service Revenue $0

Investment Income $68,602

Other Revenue $-1,507

TOTAL REVENUE $80,650

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $23,640

Fundraising Expenses $0

Program Expenses $7,384

Other Expenses $32,030

TOTAL EXPENSES $57,670

Year-over-Year Comparison

	2025	2024	Change
Revenue	$80,650	$67,842	+0.2%
Expenses	$57,670	$62,103	-0.1%
Net Income	$22,980	$5,739	+3.0%

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
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
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
2025	$80,650	$57,670	$880,321	$22,980
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