WAUWATOSA HISTORICAL SOCIETY (EIN 391264666) - 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

1976

Legal Domicile

Principal Officer

AMANDA SASO

Tax Period

2023-06-01 to 2024-05-31

WAUWATOSA HISTORICAL SOCIETY, founded in 1976, is a small nonprofit that reported $177K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $160K left a modest 9% surplus.

Mission

HISTORICAL EDUCATION

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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 $86,108

Program Service Revenue $27,926

Investment Income $17,224

Other Revenue $45,755

TOTAL REVENUE $177,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,174

Fundraising Expenses $9,895

Program Expenses $123,367

Other Expenses $84,138

TOTAL EXPENSES $160,312

Year-over-Year Comparison

	2023	2022	Change
Revenue	$177,013	$161,763	+0.1%
Expenses	$160,312	$156,723	+0.0%
Net Income	$16,701	$5,040	+2.3%

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

100

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

$57,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA SASO	EXECUTIVE DIRECTOR	30.00	Officer	$57,200	$0	$57,200
TOM REZNICEK	DIRECTOR	3.00	Director	$0	$0	$0
DEVIN SCHUCKERT	DIRECTOR	3.00	Director	$0	$0	$0
PATRICK WITT	DIRECTOR	3.00	Director	$0	$0	$0
MAME CROZE MCCULLY	DIRECTOR	3.00	Director	$0	$0	$0
KATHY CAUSIER	EMERITUS BOARD MEMBER	3.00	Director	$0	$0	$0
JOHN GOUDIE	DIRECTOR	3.00	Director	$0	$0	$0
MAUREEN BADDING	DIRECTOR	3.00	Director	$0	$0	$0
TAYLOR POKROP	DIRECTOR	3.00	Director	$0	$0	$0
MEG MILLER	VP OF MARKETING	3.00	Officer Director	$0	$0	$0
MARGARET A ROONEY	PRESIDENT	3.00	Officer Director	$0	$0	$0
BRYAN STUTZKI	TREASURER	3.00	Officer Director	$0	$0	$0
CAROL BANNEN	VP OF EDUCATION	3.00	Officer Director	$0	$0	$0
CHRISTIANE TOYE	SECRETARY	3.00	Officer 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	No data	No data	No data	No data
2024	$177,013	$160,312	$663,277	$16,701
2023	$161,763	$156,723	$621,801	$5,040
2022	$111,228	$154,109	$637,980	$-42,881
2021	$197,701	$130,784	$703,102	$66,917
2020	$112,068	$128,444	$647,114	$-16,376
2019	$114,870	$158,228	$659,628	$-43,358

WAUWATOSA HISTORICAL SOCIETY