OCONOMOWOC HISTORICAL SOCIETY

EIN: 391376661 501(c)(3)

OCONOMOWOC, WI

Total Revenue
$156,931
Total Expenses
$89,612
Total Assets
$898,703
Net Assets
$895,922
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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

Legal Domicile
WI
Principal Officer
ROBERT DUFFY
Phone
2625690740
Tax Period
2024-11-01 to 2025-10-31

OCONOMOWOC HISTORICAL SOCIETY is a small nonprofit that reported $157K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 43% operating margin.

Mission

OPERATE A HISTORICAL MUSEUM AND CATALOGUE AND PRESERVE HISTORICAL ARTIFACTS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $125,638
Program Service Revenue $31,267
Investment Income $0
Other Revenue $26
TOTAL REVENUE $156,931

Expense Breakdown

Grants Paid $0
Salaries & Benefits $55,228
Fundraising Expenses $0
Program Expenses $32,607
Other Expenses $34,384
TOTAL EXPENSES $89,612

Year-over-Year Comparison

2024 2023 Change
Revenue $156,931 $102,876 +0.5%
Expenses $89,612 $70,757 +0.3%
Net Income $67,319 $32,119 +1.1%
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

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Governance

Voting Members
224
Independent Members
224
Employees
3
Volunteers
224

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT DUFFY PRESIDENT N/A
Officer
$0 $0 $0
EDWIN JOHNSON TREASURER N/A
Officer
$0 $0 $0
CHARLES LAABS VICE PRESIDE N/A
Officer
$0 $0 $0
KATHY STRAUSS SECRETARY 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 $156,931 $89,612 $898,703 $67,319
2024 $102,876 $70,757 $809,839 $32,119
2023 $65,806 $63,120 $711,080 $2,686
2022 $64,505 $86,262 $688,157 $-21,757
2021 $86,463 $66,999 $787,636 $19,464
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