BELOIT HISTORICAL SOCIETY (EIN 396053742) - 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

1918

Legal Domicile

Principal Officer

DONNA LANGFORD

Phone

6083657835

Tax Period

2023-01-01 to 2023-12-31

BELOIT HISTORICAL SOCIETY, founded in 1918, is a small nonprofit that reported $161K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Net assets of $1.3M represent 97 months of operating reserves.

Mission

TO COLLECT AND PRESERVE THE ARCHAEOLOGY, BUILDINGS, RECORDS AND OBJECTS RELATING TO THE HISTORY OF THE CITY OF BELOIT AND ITS SURROUNDING AREA.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $102,822

Program Service Revenue $23,650

Investment Income $38,214

Other Revenue $-4,093

TOTAL REVENUE $160,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $82,683

Fundraising Expenses $16,519

Program Expenses $90,226

Other Expenses $93,494

TOTAL EXPENSES $176,177

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,593	$196,481	-0.2%
Expenses	$176,177	$197,833	-0.1%
Net Income	$-15,584	$-1,352	+10.5%

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

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

$46,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD DEXTER	PRESIDENT	8.00	Officer Director	$0	$0	$0
JACKIE JACKSON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
RICHARD GERHARD	TREASURER (THRU JULY)/DIRECTOR (BEG AUG)	2.00	Director	$0	$0	$0
TOM LARSEN	DIRECTOR (THRU JULY)/TREASURER (BEG AUG)	3.00	Officer Director	$0	$0	$0
ELLEN JOYCE	DIRECTOR	3.00	Director	$0	$0	$0
BETSY SCHMIECHEN	DIRECTOR	2.00	Director	$0	$0	$0
MARK PREUSCHL	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT BLAKELY	DIRECTOR	2.00	Director	$0	$0	$0
DONNA LANGFORD	EXECUTIVE DIRECTOR/SECRETARY	42.00	Officer	$46,000	$0	$46,000

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	$160,593	$176,177	$1,300,230	$-15,584
2022	$196,481	$197,833	$1,222,648	$-1,352
2021	$209,904	$171,739	$1,452,022	$38,165
2020	$193,740	$165,720	$1,303,957	$28,020
2019	$161,439	$135,906	$1,214,040	$25,533
2018	$758,961	$132,325	$1,139,511	$626,636

BELOIT HISTORICAL SOCIETY