MILWAUKEE COUNTY HISTORICAL SOCIETY INC (EIN 391021989) - 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

1935

Legal Domicile

Principal Officer

JOSEPH HEIL

Phone

4142738288

Tax Period

2023-01-01 to 2023-12-31

MILWAUKEE COUNTY HISTORICAL SOCIETY INC, founded in 1935, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $259K, a strong 19% operating margin.

Mission

THE MILWAUKEE COUNTY HISTORICAL SOCIETY WAS FOUNDED IN 1935 TO COLLECT, PRESERVE, AND MAKE AVAILABLE MATERIALS RELATING TO THE HISTORY OF THE MILWAUKEE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,030,191

Program Service Revenue $255,771

Investment Income $82,693

Other Revenue $2,398

TOTAL REVENUE $1,371,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $505,675

Fundraising Expenses $82,442

Program Expenses $836,789

Other Expenses $606,356

TOTAL EXPENSES $1,112,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,371,053	$1,024,395	+0.3%
Expenses	$1,112,031	$1,089,596	+0.0%
Net Income	$259,022	$-65,201	-5.0%

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

$123,516

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN BARBERA	EXECUTIVE DIRECTOR	40.00	Officer	$83,618	$0	$83,618
MAME McCULLY	PRIOR EXECUTIVE DIRECTOR	40.00	Officer	$39,898	$0	$39,898
ERIC SCHMIDT	CHAIR	1.00	Officer Director	$0	$0	$0
NATE IMFELD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSEPH HEIL	TREASURER	1.00	Officer Director	$0	$0	$0
KATHY NUSSLOCK	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS AGNELLO	DIRECTOR	1.00	Director	$0	$0	$0
RONALD CLAYTON	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH DONALD	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY DRAPER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
TYLER PARBS	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL STEININGER	DIRECTOR	1.00	Director	$0	$0	$0
LIZ SUMNER	DIRECTOR	1.00	Director	$0	$0	$0
STACY TERRIS	DIRECTOR	1.00	Director	$0	$0	$0
CHIA YOUYEE VANG	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES VOGEL	DIRECTOR	1.00	Director	$0	$0	$0
TIM WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JASON HAAS	PAST DIRECTOR	1.00	Director	$0	$0	$0
DORIS HEISER	PAST DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KERNS	PAST 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	No data	No data	No data	No data
2023	$1,371,053	$1,112,031	$3,499,082	$259,022
2022	$1,024,395	$1,089,596	$3,220,011	$-65,201
2021	$1,183,454	$956,121	$3,176,056	$227,333
2020	$1,175,473	$813,461	$2,640,540	$362,012
2019	$1,115,245	$756,933	$2,158,552	$358,312
2018	$964,594	$870,216	$1,815,634	$94,378

MILWAUKEE COUNTY HISTORICAL SOCIETY INC