PLYMOUTH HISTORICAL SOCIETY INC (EIN 391677808) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

DAN BUCKMAN

Phone

9208931876

Tax Period

2025-01-01 to 2025-12-31

PLYMOUTH HISTORICAL SOCIETY INC, founded in 2006, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $80K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $35K, a strong 44% operating margin.

Mission

PROVIDE EVENTS/EXHIBITS TO EDUCATE PUBLIC ON PLYMOUTH, WI. HISTORY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $40,200

Program Service Revenue $26,073

Investment Income $3,268

Other Revenue $10,490

TOTAL REVENUE $80,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $443

Program Expenses $14,525

Other Expenses $44,625

TOTAL EXPENSES $44,625

Year-over-Year Comparison

	2025	2024	Change
Revenue	$80,031	$94,880	-0.2%
Expenses	$44,625	$33,339	+0.3%
Net Income	$35,406	$61,541	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

127

Independent Members

127

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY CASKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY HAUSER	BOARD MEMBER	1.00	Director	$0	$0	$0
AL KRANICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGIE MATZDORF	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN PANNIER	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN PHELPS	V.P.	1.00	Director	$0	$0	$0
JON SCOTT	TREASURER	4.00	Officer Director	$0	$0	$0
PEG STAHLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN BUCKMAN	PRESIDENT	2.00	Officer	$0	$0	$0
PAM PALMER	SECRETARY	1.00	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
2025	$80,031	$44,625	$704,793	$35,406
2024	$94,880	$33,339	$671,509	$61,541
2023	$57,701	$47,629	$589,708	$10,072
2022	$46,183	$38,932	$581,461	$7,251
2021	$77,530	$24,923	$512,410	$52,607
2020	$111,546	$28,211	$536,533	$83,335
2019	$68,589	$33,266	$456,703	$35,323
2018	$57,898	$58,090	$351,345	$-192

PLYMOUTH HISTORICAL SOCIETY INC