EPHRAIM HISTORICAL FOUNDATION INC (EIN 396075684) - 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

CODY SCHRECK

Phone

9208549688

Tax Period

2023-10-01 to 2024-09-30

EPHRAIM HISTORICAL FOUNDATION INC, founded in 1949, is a small nonprofit in the Arts, Culture & Humanities sector that reported $387K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $459K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PRESERVE AND SHARE THE HERITAGE AND HISTORY OF THE VILLAGE OF EPHRAIM, 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 $333,743

Program Service Revenue $1,985

Investment Income $27,745

Other Revenue $23,578

TOTAL REVENUE $387,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $215,225

Fundraising Expenses $28,849

Program Expenses $288,525

Other Expenses $243,966

TOTAL EXPENSES $459,191

Year-over-Year Comparison

	2023	2022	Change
Revenue	$387,051	$411,884	-0.1%
Expenses	$459,191	$420,014	+0.1%
Net Income	$-72,140	$-8,130	+7.9%

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

125

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

$61,208

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CODY SCHRECK	EXECUTIVE DIRECTOR	22.00	Officer	$61,208	$0	$61,208
ROB DAVIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MONIQUE MCCLEAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN BIERMAN	TREASURER	2.00	Officer Director	$0	$0	$0
SHERRY MOORE	SECRETARY	2.00	Officer Director	$0	$0	$0
MARSELLA FULTS	DIRECTOR	2.00	Director	$0	$0	$0
LAIRD HART	DIRECTOR	2.00	Director	$0	$0	$0
MISSY LEBELLE	DIRECTOR	2.00	Director	$0	$0	$0
WINDSOR MCCUTCHEON	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL MYERS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES PETERMAN	DIRECTOR	2.00	Director	$0	$0	$0
JULIE WATKINS	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	$387,051	$459,191	$2,076,568	$-72,140
2023	$411,884	$420,014	$1,995,375	$-8,130
2022	$483,933	$415,885	$2,433,138	$68,048
2021	$398,337	$362,223	$2,553,640	$36,114
2020	$221,577	$329,041	$2,407,794	$-107,464
2019	$380,792	$303,843	$2,369,135	$76,949
2018	$386,565	$319,139	$2,305,701	$67,426

EPHRAIM HISTORICAL FOUNDATION INC