OUTAGAMIE COUNTY HISTORICAL SOCIETY (EIN 391298304) - 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

1969

Legal Domicile

Principal Officer

MATTHEW CARPENTER

Phone

9207338445

Tax Period

2024-01-01 to 2024-12-31

OUTAGAMIE COUNTY HISTORICAL SOCIETY, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $673K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $815K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO INSPIRE PEOPLE OF ALL AGES TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY AREA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $568,355

Program Service Revenue $89,918

Investment Income $2,923

Other Revenue $12,048

TOTAL REVENUE $673,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $334,122

Fundraising Expenses $103,188

Program Expenses $579,871

Other Expenses $480,483

TOTAL EXPENSES $814,605

Year-over-Year Comparison

	2024	2023	Change
Revenue	$673,244	$963,462	-0.3%
Expenses	$814,605	$593,380	+0.4%
Net Income	$-141,361	$370,082	-1.4%

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

$87,468

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW CARPENTER	EXECUTIVE DI	40.00	Officer	$87,468	$0	$87,468
JOSH BERENS	DIRECTOR	1.00	Director	$0	$0	$0
BRAD CEBULSKI	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DEARING	SECRETARY	5.00	Officer Director	$0	$0	$0
RYAN DIDRECKSON	DIRECTOR	1.00	Director	$0	$0	$0
JOY HAGEN	DIRECTOR	1.00	Director	$0	$0	$0
JAYME LEHMAN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY LEOPOLD	DIRECTOR	1.00	Director	$0	$0	$0
KEN MELCHERT	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA MICKE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NIMTZ	TREASURER	5.00	Officer Director	$0	$0	$0
MONICA RICO	DIRECTOR	1.00	Director	$0	$0	$0
ADAM SKARIE	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANN WHALEN	PAST PRESIDE	5.00	Director	$0	$0	$0
PLA YANG	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN MACK	EXECUTIVE DI	40.00	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	$673,244	$814,605	$4,353,798	$-141,361
2023	$963,462	$593,380	$4,392,145	$370,082
2022	$1,124,480	$675,349	$3,868,686	$449,131
2021	$764,108	$489,198	$3,562,977	$274,910
2020	$853,254	$570,282	$3,109,667	$282,972
2019	$767,125	$772,501	$2,756,420	$-5,376
2018	$499,550	$739,894	$2,571,195	$-240,344

OUTAGAMIE COUNTY HISTORICAL SOCIETY