WISCONSIN MARINE HISTORICAL SOCIETY (EIN 396077232) - 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

1959

Legal Domicile

Principal Officer

TODD GORDON

Phone

4142863074

Tax Period

2024-01-01 to 2024-12-31

WISCONSIN MARINE HISTORICAL SOCIETY, founded in 1959, is a small nonprofit that reported $201K in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $116K, a strong 58% operating margin.

Mission

WMHS IS A SELF-SUPPORTED, NONPROFIT ORGANIZATION DEVOTED TO COLLECTING, PRESERVING, ARCHIVING, AND MAKING MATERIALS RELATED TO THE GREAT LAKES' MARINE HISTORY ACCESSIBLE TO THE PUBLIC. THE SOCIETY, WITH ITS 150 MEMBERS, IS AFFILIATED WITH THE MILWAUKEE PUBLIC LIBRARY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $179,007

Program Service Revenue $21,575

Investment Income $2

Other Revenue $-40

TOTAL REVENUE $200,544

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,912

Fundraising Expenses $0

Program Expenses $9,388

Other Expenses $68,671

TOTAL EXPENSES $84,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,544	$121,148	+0.7%
Expenses	$84,583	$92,175	-0.1%
Net Income	$115,961	$28,973	+3.0%

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

174

Independent Members

174

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
SUZETTE J LOPEZ	EXECUTIVE DIRECTOR	7.50	Director	$0	$0	$0
N/A	TRUSTEE	0.00		$0	$0	$0
N/A	TRUSTEE	2.50		$0	$0	$0
N/A	TRUSTEE	3.75		$0	$0	$0
N/A	TRUSTEE	0.00		$0	$0	$0
N/A	TRUSTEE	1.50		$0	$0	$0
N/A	TRUSTEE	5.00		$0	$0	$0
N/A	TRUSTEE	0.00		$0	$0	$0
N/A	TRUSTEE	0.50		$0	$0	$0
N/A	TRUSTEE	0.50		$0	$0	$0
N/A	TRUSTEE	0.00		$0	$0	$0
N/A	TRUSTEE	8.00		$0	$0	$0
N/A	TRUSTEE	0.00		$0	$0	$0
N/A	TRUSTEE	0.50		$0	$0	$0
CARL EISENBERG	PAST PRESIDENT	5.50	Officer	$0	$0	$0
TODD GORDON	PRESIDENT	7.75	Officer	$0	$0	$0
JANYCE HETZEL	SECRETARY	2.50	Officer	$0	$0	$0
NANCY CARPENTER	TREASURER	1.25	Officer	$0	$0	$0
CHRIS WINTERS	VICE PRESIDENT	0.50	Officer	$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	$200,544	$84,583	$220,764	$115,961

WISCONSIN MARINE HISTORICAL SOCIETY