Green County Historical Society (EIN 396060539) - Form 990 Financial Analysis & Trantor Score

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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

1937

Legal Domicile

Principal Officer

Linda Lostetter

Phone

6082934149

Tax Period

2023-01-01 to 2023-12-31

Green County Historical Society, founded in 1937, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. The organization ran a surplus of $45K, a strong 65% operating margin.

Mission

To preserve, advance and disseminate knowledge of the history of Green County and the State of Wisconsin.

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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 $36,485

Program Service Revenue $5,552

Investment Income $26,208

Other Revenue $0

TOTAL REVENUE $68,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,595

Other Expenses $23,595

TOTAL EXPENSES $23,595

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,245	$64,291	+0.1%
Expenses	$23,595	$26,662	-0.1%
Net Income	$44,650	$37,629	+0.2%

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

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
Linda Lostetter	Treasurer	3.00	Officer Director	$0	$0	$0
Lynn Lokken	Secretary	3.00	Director	$0	$0	$0
Jennie Lembach	Director	3.00	Director	$0	$0	$0
Corine Wartenweiler	Council Rep	1.00	Director	$0	$0	$0
Jeffrey Neises	President	1.00	Director	$0	$0	$0
Terry Goetz	Director	3.00	Officer Director	$0	$0	$0
Donna Kjendlie	Director	3.00	Officer Director	$0	$0	$0
Andrea Nolen	Vice President	1.00	Director	$0	$0	$0
Carol Schild	Director	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$68,245	$23,595	$1,235,189	$44,650
2022	$64,291	$26,662	$1,115,957	$37,629
2021	$117,458	$24,570	$1,211,376	$92,888
2020	$130,709	$24,134	$1,065,555	$106,575
2019	$42,400	$19,849	$929,305	$22,551
2018	$61,074	$25,995	$812,962	$35,079

Green County Historical Society