NEW RICHMOND PRESERVATION SOCIETY

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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

1983

Legal Domicile

Principal Officer

PAUL MAYER

Phone

7152463276

Tax Period

2024-01-01 to 2024-12-31

NEW RICHMOND PRESERVATION SOCIETY, founded in 1983, is a small nonprofit that reported $169K in total revenue in fiscal year 2024. Expenses of $153K left a modest 10% surplus.

Mission

THE ENTITY WAS ORGANIZED FOR CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES TO PRESERVE HISTORICAL BUILDINGS AND ARTIFACTS IN NEW RICHMOND, WISCONSIN.

Program Service Accomplishments

Program 1

Expenses: $111,726 Revenue: $7,961

PRESERVATION OF HISTORICAL BUILDINGS & ARTIFACTS IN NEW RICHMOND, WI USED FOR THE EDUCATION OF LOCAL SCHOOL CHILDREN AND THE PUBLIC THROUGH FIELD TRIPS. ECOLOGY PROGRAMS FEATURING LOCAL HISTORY...

PRESERVATION OF HISTORICAL BUILDINGS & ARTIFACTS IN NEW RICHMOND, WI USED FOR THE EDUCATION OF LOCAL SCHOOL CHILDREN AND THE PUBLIC THROUGH FIELD TRIPS. ECOLOGY PROGRAMS FEATURING LOCAL HISTORY. SERIES OF PERFORMANCES AND MUSICAL EVENTS THAT ARE FREE TO THE COMMUNITY.

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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 $124,967

Program Service Revenue $7,961

Investment Income $23,771

Other Revenue $12,410

TOTAL REVENUE $169,109

Expense Breakdown

Grants Paid $5,734

Salaries & Benefits $45,941

Fundraising Expenses $5,605

Program Expenses $111,726

Other Expenses $101,264

TOTAL EXPENSES $152,939

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,109	$168,543	+0.0%
Expenses	$152,939	$138,080	+0.1%
Net Income	$16,170	$30,463	-0.5%

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

$24,081

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEVERLY PEIRSON	EXECUTIVE DI	40.00	Officer	$24,081	$0	$24,081
PAUL MAYER	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE SCANLAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DEBORAH NEWMAN	TREASURER	2.00	Officer Director	$0	$0	$0
SHERI SODERQUIST	TREASURER (T	2.00	Officer Director	$0	$0	$0
JIM BROCKPHALER	DIRECTOR	2.00	Director	$0	$0	$0
LORI DEBOER	DIRECTOR	2.00	Director	$0	$0	$0
ANN GOODLAD	DIRECTOR	2.00	Director	$0	$0	$0
LARRY JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
JAMYN PETERSON	DIRECTOR	2.00	Director	$0	$0	$0
NAOMI STOVALL	DIRECTOR	2.00	Director	$0	$0	$0
JO WRICH	DIRECTOR (TH	2.00	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
2024	$169,109	$152,939	$1,158,531	$16,170
2023	$168,543	$138,080	$1,120,697	$30,463
2022	$170,148	$113,148	$1,058,149	$57,000
2021	$167,725	$106,195	$1,081,356	$61,530
2020	$157,126	$91,980	$1,019,419	$65,146
2019	$170,299	$118,397	$954,538	$51,902
2018	$57,204	$98,027	$902,544	$-40,823