SOUTH WOOD COUNTY HISTORICAL CORPORATION (EIN 391164891) - 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

1955

Legal Domicile

Principal Officer

LEON SCHMIDT

Phone

7154231580

Tax Period

2025-01-01 to 2025-12-31

SOUTH WOOD COUNTY HISTORICAL CORPORATION, founded in 1955, is a small nonprofit that reported $507K in total revenue in fiscal year 2025. Revenue surged 184% from the prior year, signaling strong growth momentum. The organization ran a surplus of $331K, a strong 65% operating margin.

Mission

PRESERVATION OF LOCAL HISTORY

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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 $326,579

Program Service Revenue $0

Investment Income $180,203

Other Revenue $0

TOTAL REVENUE $506,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,476

Fundraising Expenses $0

Program Expenses $137,704

Other Expenses $100,608

TOTAL EXPENSES $176,084

Year-over-Year Comparison

	2025	2024	Change
Revenue	$506,782	$178,678	+1.8%
Expenses	$176,084	$224,736	-0.2%
Net Income	$330,698	$-46,058	-8.2%

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
RICHARD BENDER	DIRECTOR	N/A	Director	$0	$0	$0
MEG DALY	SECRETARY	N/A	Officer Director	$0	$0	$0
GRANT DEUEL	DIRECTOR	N/A	Director	$0	$0	$0
NICK BRAZEAU JR	DIRECTOR	N/A	Director	$0	$0	$0
MARY OLSON	DIRECTOR	N/A	Director	$0	$0	$0
JOHN OMERNIK	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT PATERICK	DIRECTOR	N/A	Director	$0	$0	$0
LEON SCHMIDT	PRESIDENT	N/A	Officer Director	$0	$0	$0
ROBERT D ZIMMERMAN	DIRECTOR	N/A	Director	$0	$0	$0
PHIL BROWN	VICE-PRESIDE	N/A	Officer	$0	$0	$0
MARY ANNE GETZIN	TREASURER	N/A	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	$506,782	$176,084	$2,121,900	$330,698
2024	$178,678	$224,736	$1,792,906	$-46,058
2023	$136,874	$202,410	$1,838,104	$-65,536
2022	$212,384	$190,561	$1,903,710	$21,823
2021	$172,829	$165,001	$1,881,019	$7,828
2020	$190,081	$169,644	$1,884,362	$20,437
2019	$140,400	$170,233	$1,852,547	$-29,833
2018	$154,298	$157,580	$1,881,936	$-3,282

SOUTH WOOD COUNTY HISTORICAL CORPORATION