KENOSHA COUNTY HISTORICAL SOCIETY INC (EIN 391092037) - 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

1926

Legal Domicile

Principal Officer

CHRIS ALLEN

Phone

2626545770

Tax Period

2023-01-01 to 2023-12-31

KENOSHA COUNTY HISTORICAL SOCIETY INC, founded in 1926, is a small nonprofit that reported $282K in total revenue in fiscal year 2023. Expenses of $271K left a modest 4% surplus.

Mission

TO COLLECT AND PRESERVE ARTIFACTS, RECORDS, AND INFORMATION VITAL TO UNDERSTANDING THE HISTORY OF THE COUNTY'S SOCIAL, CULTURAL, ETHNIC AND INDUSTRIAL HERITAGE SINCE ITS SETTLEMENT.

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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 $196,425

Program Service Revenue $20,253

Investment Income $44,024

Other Revenue $20,964

TOTAL REVENUE $281,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,285

Fundraising Expenses $10,586

Program Expenses $169,763

Other Expenses $112,246

TOTAL EXPENSES $270,531

Year-over-Year Comparison

	2023	2022	Change
Revenue	$281,666	$267,660	+0.1%
Expenses	$270,531	$245,792	+0.1%
Net Income	$11,135	$21,868	-0.5%

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

$58,487

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS ALLEN	EXECUTIVE DI	20.00	Officer	$58,487	$0	$58,487
JOYCE ERICKSON	DIRECTOR	2.00	Director	$0	$0	$0
KARL FREDERICK	DIRECTOR	2.00	Director	$0	$0	$0
DAVID HANKINS	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL JOYCE	DIRECTOR	2.00	Director	$0	$0	$0
MERIDITH JUMISKO	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MORRONE	DIRECTOR	2.00	Director	$0	$0	$0
TOM NOER	DIRECTOR	2.00	Director	$0	$0	$0
MARK WISTAR	DIRECTOR	2.00	Director	$0	$0	$0
TIM WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
JOHN COLLINS	DIRECTOR	2.00	Officer	$0	$0	$0
KURT JORGENSEN	VICE PRESIDE	2.00	Officer	$0	$0	$0
MIKE MAKI	SECRETARY/TR	2.00	Officer	$0	$0	$0
JOHN O'DAY	PRESIDENT	2.00	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
2024	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$281,666	$270,531	$1,348,639	$11,135
2022	$267,660	$245,792	$1,248,956	$21,868
2021	$270,936	$218,014	$1,366,303	$52,922
2020	$244,404	$221,231	$1,245,453	$23,173
2019	$338,927	$297,224	$1,145,781	$41,703
2018	$420,633	$227,884	$1,014,221	$192,749

KENOSHA COUNTY HISTORICAL SOCIETY INC