SHEBOYGAN COUNTY HISTORICAL SOCIETY (EIN 396076921) - 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

1953

Legal Domicile

Principal Officer

WILLIAM MOIR

Phone

9204581103

Tax Period

2023-01-01 to 2023-12-31

SHEBOYGAN COUNTY HISTORICAL SOCIETY, founded in 1953, is a small nonprofit that reported $407K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $510K exceeded revenue, resulting in a 25% operating deficit.

Mission

OPERATING/MAINTAINING A PUBLIC MUSEUM AND PROVIDING EDUCATIONAL PROGRAMS RELATED TO THE HISTORY OF SHEBOYGAN COUNTY, 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 $269,460

Program Service Revenue $50,857

Investment Income $82,405

Other Revenue $4,084

TOTAL REVENUE $406,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $259,162

Fundraising Expenses $27,079

Program Expenses $416,608

Other Expenses $250,669

TOTAL EXPENSES $509,831

Year-over-Year Comparison

	2023	2022	Change
Revenue	$406,806	$460,753	-0.1%
Expenses	$509,831	$339,705	+0.5%
Net Income	$-103,025	$121,048	-1.9%

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

105

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

$59,363

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRAVIS GROSS	EXECUTIVE DI	40.00	Officer	$59,363	$0	$59,363
PAUL RUDNICK	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM MOIR	1ST VICE-PRE	1.00	Officer Director	$0	$0	$0
JAMES OLSON	2ND VICE-PRE	1.00	Officer Director	$0	$0	$0
FRANK CARCARA	TREASURER	1.00	Officer Director	$0	$0	$0
CAROL KOLZOW	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICK MARSHO	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GALLIANETTI	DIRECTOR	1.00	Director	$0	$0	$0
NORD LARSON	DIRECTOR	1.00	Director	$0	$0	$0
KYLE KARSTAEDT	DIRECTOR	1.00	Director	$0	$0	$0
JIM RENZELMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE HAACK	DIRECTOR	1.00	Director	$0	$0	$0
LAURA BICKFORD	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
2024	No data	No data	No data	No data
2023	$406,806	$509,831	$2,220,564	$-103,025
2022	$460,753	$339,705	$2,099,389	$121,048
2021	$535,439	$395,627	$2,504,579	$139,812
2020	$430,056	$326,925	$2,267,103	$103,131
2019	$542,250	$297,534	$1,949,189	$244,716
2018	$400,297	$321,979	$1,568,009	$78,318

SHEBOYGAN COUNTY HISTORICAL SOCIETY