FOND DU LAC COUNTY HISTORICAL SOCIETY (EIN 396075667) - 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

1949

Legal Domicile

Principal Officer

LISA LEFEBER

Phone

9209221166

Tax Period

2023-01-01 to 2023-12-31

FOND DU LAC COUNTY HISTORICAL SOCIETY, founded in 1949, is a small nonprofit in the Arts, Culture & Humanities sector that reported $103K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $175K exceeded revenue, resulting in a 71% operating deficit.

Mission

CONNECTING PEOPLE TO FOND DU LAC COUNTY HISTORY BY INSPIRING PASSION, PRESERVATION, EXPLORATION.

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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 $75,743

Program Service Revenue $17,795

Investment Income $1,649

Other Revenue $7,644

TOTAL REVENUE $102,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,790

Fundraising Expenses $0

Program Expenses $162,714

Other Expenses $125,590

TOTAL EXPENSES $175,380

Year-over-Year Comparison

	2023	2022	Change
Revenue	$102,831	$147,727	-0.3%
Expenses	$175,380	$244,851	-0.3%
Net Income	$-72,549	$-97,124	-0.3%

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

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
LISA LEFEBER	PRESIDENT	2.00	Officer Director	$0	$0	$0
LARISSA CLINARD	TREASURER	2.00	Officer Director	$0	$0	$0
ROSE RENTMEESTER	SECRETARY	2.00	Officer Director	$0	$0	$0
SARAH SMITH	DIRECTOR	2.00	Director	$0	$0	$0
DEB DOLL	DIRECTOR	2.00	Director	$0	$0	$0
SALLY ALBERTZ	DIRECTOR	2.00	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	$102,831	$175,380	$2,324,560	$-72,549
2022	$147,727	$244,851	$2,397,946	$-97,124
2021	$189,957	$243,228	$2,497,671	$-53,271
2020	$122,156	$169,798	$2,611,349	$-47,642
2019	$903,955	$149,608	$1,601,876	$754,347

FOND DU LAC COUNTY HISTORICAL SOCIETY