FORT ATKINSON HISTORICAL SOCIETY (EIN 391193300) - 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

1938

Legal Domicile

Phone

9205637769

Tax Period

2025-01-01 to 2025-12-31

FORT ATKINSON HISTORICAL SOCIETY, founded in 1938, is a small nonprofit in the Arts, Culture & Humanities sector that reported $196K in total revenue in fiscal year 2025. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 19% operating margin.

Mission

RECORDING, PRESERVING AND DISPLAYING THE HISTORY AND HERITAGE OF FORT ATKINSON.

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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 $122,758

Program Service Revenue $14,733

Investment Income $53,470

Other Revenue $4,688

TOTAL REVENUE $195,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,827

Fundraising Expenses $0

Program Expenses $157,663

Other Expenses $90,816

TOTAL EXPENSES $158,643

Year-over-Year Comparison

	2025	2024	Change
Revenue	$195,649	$129,850	+0.5%
Expenses	$158,643	$167,377	-0.1%
Net Income	$37,006	$-37,527	-2.0%

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

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
MARIE NELSON	MEMBER	1.00	Director	$0	$0	$0
STEVE LARSON	D S REP	1.00	Director	$0	$0	$0
REBECCA HOUSEMAN LEMIRE	REP	1.00	Director	$0	$0	$0
JOSH KLINE	TREASURER	1.00	Officer Director	$0	$0	$0
LORI BOCHER	PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY THOM	MEMBER	1.00	Director	$0	$0	$0
BONNIE GEYER	MEMBER	1.00	Director	$0	$0	$0
ROSS HIPP	SECRETARY	1.00	Officer Director	$0	$0	$0
ANGELA NELSON	MEMBER	1.00	Director	$0	$0	$0
NICK HAMELE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE JOHNSON	REP	1.00	Director	$0	$0	$0
MATT LOUP	MEMBER	1.00	Director	$0	$0	$0
KATHYY CHEEK	MEMBER	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
2025	$195,649	$158,643	$1,908,588	$37,006
2024	No data	No data	No data	No data
2023	$550,869	$135,238	$1,687,247	$415,631
2022	$70,555	$92,549	$1,213,869	$-21,994
2021	$263,062	$113,508	$1,404,417	$149,554
2020	$195,115	$114,595	$1,234,293	$80,520
2019	$200,972	$94,042	$1,147,304	$106,930
2018	$174,991	$97,030	$1,036,312	$77,961

FORT ATKINSON HISTORICAL SOCIETY