LIBERTY GROVE HISTORICAL SOCIETY

EIN: 392011296 501(c)(3) Arts, Culture & Humanities

ELLISON BAY, WI

Total Revenue
$117,274
Total Expenses
$45,701
Total Assets
$506,045
Net Assets
$420,787
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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
2000
Legal Domicile
WI
Principal Officer
BARB DZIEKAN
Phone
9208544124
Tax Period
2024-01-01 to 2024-12-31

LIBERTY GROVE HISTORICAL SOCIETY, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $117K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 61% operating margin.

Mission

TO COLLECT, RESEARCH & PRESERVE OBJECTS & ARCHIVAL MATERIALS THAT REFLECT LIBERTY GROVE HISTORY. TO PASS ON FROM PERSON TO PERSON THE HISTORY OF ITS PEOPLE AND TO PLAN THE DOCUMENTATION AND PRESERVATION OF HISTORIC BUILDINGS AND SITES. ORAL INTERVIEWS OF LONG TIME RESIDENTS ARE BEING DONE ON AN ONGOING BASIS AND HAVE GLEANED INFORMATION THAT WOULD HAVE OTHERWISE BEEN LOST TO FUTURE GENERATIONS. OUR PURPOSE IS TO EDUCATE RESIDENTS AND VISITORS AS TO HOW THIS AREA DEVELOPED INTO WHAT IT IS TODAY AND TO LEARN ABOUT THE HARDWORKING PEOPLE WHO MADE IT HAPPEN.

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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 $95,563
Program Service Revenue $8,490
Investment Income $2,984
Other Revenue $10,237
TOTAL REVENUE $117,274

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $41,257
Other Expenses $45,701
TOTAL EXPENSES $45,701

Year-over-Year Comparison

2024 2023 Change
Revenue $117,274 $79,160 +0.5%
Expenses $45,701 $43,318 +0.1%
Net Income $71,573 $35,842 +1.0%
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
9
Independent Members
9
Employees
N/A
Volunteers
12

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
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEFANIE BURKE PRESIDENT 2.00
Officer Director
$0 $0 $0
LAVONNE CALLSEN DIRECTOR 2.00
Director
$0 $0 $0
CHERYL CULVER VICE-PRESIDE 2.00
Officer Director
$0 $0 $0
BARB DZIEKAN TREASURER 2.00
Officer Director
$0 $0 $0
NANCY KURTZ DIRECTOR 2.00
Director
$0 $0 $0
JAN NEWPORT DIRECTOR 2.00
Director
$0 $0 $0
AL NOWACHEK DIRECTOR 2.00
Director
$0 $0 $0
TAMMY THORARINSON DIRECTOR 2.00
Director
$0 $0 $0
DAVE WESTON SECRETARY 2.00
Officer 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
2025 No data No data No data No data
2024 $117,274 $45,701 $506,045 $71,573
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