PORT WASHINGTON HISTORICAL SOCIETY… - Form 990 Financial Data

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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

1991

Legal Domicile

Phone

2622689150

Tax Period

2023-01-01 to 2023-12-31

PORT WASHINGTON HISTORICAL SOCIETY INC, founded in 1991, is a micro nonprofit that reported $538K in total revenue in fiscal year 2023. Revenue fell 372% from the prior year — a significant decline worth monitoring.

Mission

EDUCATION, PRESERVATION, ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE OF THE HISTORY OF THE PORT WASHINGTON AREA. OUR GOAL IS TO PRESERVE THE LOCAL HISTORY OF PORT WASHINGTON AND PROVIDE ENRICHING EDUCATION OPPORTUNITIES FOR ALL GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $122,892

OPERATING THE PORT EXPLOREUM IN THE HISTORIC HENRY HILL BUILDING BUILT IN 1907. THE EXPLOREUM CREATES OPPORTUNITIES FOR INSPIRATIONAL DISCOVERY AND JOYFUL LEARNING THROUGH HANDS-ON EXPLORATION OF THE RICH HISTORY OF THE PORT WASHINGTON,WI AREA. USING A VARIETY OF METHODS OF STORY-TELLING, THE EXPLOREUM CONNECTS VISITORS WITH THE PAST WHILE RELATING THAT HISTORY WITH TODAY'S PORT WASHINGTON. THE EXPLOREUM WAS CLOSED AND THE BUILDING SOLD ON MAY 11, 2023. ONE CONSIDERATION OF THE BOARD IN THE SALE WAS TO STOP THE SIGNIFICANT OPERATIONAL LOSSES THAT HAD OCCURRED AND JEOPARDIZED THE STABILITY AND GOING CONCERN OF THE ORGANIZATION.ONGOING RESTORATION OF THE HISTORIC 1860 PORT WASHINGTON LIGHT STATION, TOURS ARE GIVEN TO SCHOOL AGE GROUPS AND THE GENERAL PUBLIC ( WHEN AVAILABLE ). THE LIGHT STATION IS OPEN TO THE PUBLIC FROM MAY THROUGH OCTOBER. A PUBLIC KIOSK PROVIDES INFORMATION ABOUT PORT WASHINGTON'S NAVIGATIONAL LIGHTS WAS PREVIOUSLY COMPLETED WITH THE AID OF AN EAGLE SCOUT.ACQUISITION AND PRESERVATION OF ARTIFACTS AND ARCHIVAL MATERIALS GERMANE TO THE AREA SURROUNDING AND INCLUDING PORT WASHINGTON WI ARE COLLECTED AND DISPLAYED FOR EDUCATIONAL AND PERSERVATION.

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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 $55,607

Program Service Revenue $12,885

Investment Income $-647,382

Other Revenue $40,659

TOTAL REVENUE $-538,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,120

Fundraising Expenses $0

Program Expenses $122,892

Other Expenses $128,179

TOTAL EXPENSES $200,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-538,231	$198,000	-3.7%
Expenses	$200,299	$299,944	-0.3%
Net Income	$-738,530	$-101,944	+6.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN ST GEORGE	EXEC DIRECTOR	34.00		$65,390	$0	$65,390
GEORGE BICHLER	Treasurer	5.00	Officer Director	$0	$0	$0
TOM CARSON	BOARD MEMBER	0.00	Director	$0	$0	$0
NANCY HOLLEY	President	2.00	Officer Director	$0	$0	$0
MAJKA DREWITZ	BOARD MEMBER	0.00	Director	$0	$0	$0
KEVIN GRADY	BOARD MEMBER	0.00	Director	$0	$0	$0
GRANT SMITH	BOARD MEMBER	0.00	Director	$0	$0	$0
ANDREA COLE	BOARD MEMBER	0.00	Director	$0	$0	$0
HOWARD HINTERTHUER	BOARD MEMBER	0.00	Director	$0	$0	$0
KEITH JANUS	BOARD MEMBER	0.00	Director	$0	$0	$0
BARBARA JOOSSE	Secretary	1.00	Officer Director	$0	$0	$0
DONALD McCOWN	BOARD MEMBER	0.00	Director	$0	$0	$0
MICHAEL KELLER	BOARD MEMBER	0.00	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	No data	No data	No data	No data
2023	$-538,231	$200,299	$1,411,935	$-738,530
2022	$198,000	$299,944	$2,148,913	$-101,944
2021	$218,923	$312,413	$2,248,881	$-93,490
2020	$245,177	$341,684	$2,379,167	$-96,507
2019	$349,002	$330,507	$2,459,571	$18,495
2018	$278,304	$419,103	$2,512,701	$-140,799

PORT WASHINGTON HISTORICAL SOCIETY INC