MINERAL POINT HISTORICAL SOCIETY INC (EIN 390942348) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1939

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

MINERAL POINT HISTORICAL SOCIETY INC, founded in 1939, is a micro nonprofit that reported $41K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $66K exceeded revenue, resulting in a 60% operating deficit.

Mission

MAINTENANCE AND OPERATION OF A 19TH CENTURY HOME AS A LOCAL MUSEUM, LOCATED IN MINERAL POINT, WI

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $16,208

Program Service Revenue $3,298

Investment Income $9,966

Other Revenue $11,692

TOTAL REVENUE $41,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,703

Fundraising Expenses $0

Program Expenses $59,298

Other Expenses $51,231

TOTAL EXPENSES $65,934

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,164	$58,106	-0.3%
Expenses	$65,934	$84,932	-0.2%
Net Income	$-24,770	$-26,826	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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
CAROLE SPELIC	DIRECTOR	2.00	Director	$0	$0	$0
DAVID LEO	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW PATTERSON	DIRECTOR	0.00	Director	$0	$0	$0
CLAIRE JOHNSTON	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH GOSSE	SECRETARY	3.00	Director	$0	$0	$0
JENNILYN MCNEILL	DIRECTOR	2.00	Director	$0	$0	$0
JOEL GOSSE	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
NANCY LYON	TREASURER	5.00	Officer Director	$0	$0	$0
NANCY SCHMIDT	PRESIDENT	5.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$41,164	$65,934	$944,177	$-24,770
2022	$58,106	$84,932	$895,465	$-26,826
2021	$42,726	$55,869	$918,604	$-13,143
2020	$68,612	$58,509	$952,506	$10,103
2019	$96,185	$88,802	$952,627	$7,383
2018	$41,175	$72,113	$954,095	$-30,938

MINERAL POINT HISTORICAL SOCIETY INC