OZAUKEE COUNTY HISTORICAL SOCIETY (EIN 391126207) - 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

1960

Legal Domicile

Principal Officer

MARY ANN VELNETSKE

Phone

2623774510

Tax Period

2023-01-01 to 2023-12-31

OZAUKEE COUNTY HISTORICAL SOCIETY, founded in 1960, is a small nonprofit in the Arts, Culture & Humanities sector that reported $152K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $55K, a strong 36% operating margin.

Mission

PROVIDE KNOWLEDGE/HISTORY THROUGH HISTORIC PRESERVATION, EDUCATION, AND PROGRAMMING.

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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 $113,971

Program Service Revenue $11,930

Investment Income $1,079

Other Revenue $25,506

TOTAL REVENUE $152,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,669

Fundraising Expenses $0

Program Expenses $83,789

Other Expenses $80,720

TOTAL EXPENSES $97,389

Year-over-Year Comparison

	2023	2022	Change
Revenue	$152,486	$133,637	+0.1%
Expenses	$97,389	$80,022	+0.2%
Net Income	$55,097	$53,615	+0.0%

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

201

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
ALLEN BUCHHOLZ	1ST VICE PRESIDENT	30.00	Officer Director	$0	$0	$0
MARY ANN VELNETSKE	PRESIDENT	30.00	Officer Director	$0	$0	$0
DON BORGWARDT	TREASURER	15.00	Officer Director	$0	$0	$0
TOM OLIVER	DIRECTOR	2.00	Director	$0	$0	$0
BECKY MILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD LIERSCH	DIRECTOR	1.00	Director	$0	$0	$0
KERI EICHNER	DIRECTOR	5.00	Director	$0	$0	$0
DAN PAULUS	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY KINDSCHY	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	$152,486	$97,389	$3,864,292	$55,097
2022	$133,637	$80,022	$3,790,117	$53,615
2021	$127,444	$65,886	$3,736,751	$61,558
2020	$129,594	$104,181	$3,675,150	$25,413
2019	$102,551	$86,343	$3,723,625	$16,208
2018	$130,641	$98,400	$274,519	$32,241

OZAUKEE COUNTY HISTORICAL SOCIETY