PORT WASHINGTON HISTORICAL SOCIETY INC

EIN: 391720631 501(c)(3)

PORT WASHINGTON, WI

Total Revenue
$-538,231
Total Expenses
$200,299
Total Assets
$1,411,935
Net Assets
$1,407,856
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
WI
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.

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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 (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

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
2
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
3
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
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
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