WASHINGTON COUNTY HISTORICAL SOCIE… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

STEVEN STUCKEY

Phone

2623354678

Tax Period

2024-01-01 to 2024-12-31

WASHINGTON COUNTY HISTORICAL SOCIETY INC, founded in 1984, is a small nonprofit in the Arts, Culture & Humanities sector that reported $509K in total revenue in fiscal year 2024. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $611K exceeded revenue, resulting in a 20% operating deficit.

Mission

THE WASHINGTON COUNTY HISTORICAL SOCIETYS MISSION IS TO FORGE MEANINGFUL CONNECTIONS ACROSS GENERATIONS TO WASHINGTON COUNTYS HARD-WORKING LEGACY.

Program Service Accomplishments

Program 1

Expenses: $497,421 Revenue: $70,909

THE ORGANIZATION IS A NOT-FOR-PROFIT EDUCATIONAL INSTITUTION DEDICATED TO PRESERVING THE HISTORY AND CULTURE OF WEST BEND, WISCONSIN, THROUGH THE COLLECTION OF ATRIFACT AND ARCHIVAL MATERIALS...

THE ORGANIZATION IS A NOT-FOR-PROFIT EDUCATIONAL INSTITUTION DEDICATED TO PRESERVING THE HISTORY AND CULTURE OF WEST BEND, WISCONSIN, THROUGH THE COLLECTION OF ATRIFACT AND ARCHIVAL MATERIALS, PRESENTATION OF HISTORICAL EXHIBITS, AS WELL AS PROVIDING EDUCATIONAL PROGRAMS AND PUBLICATIONS. THE HISTORICAL SOCIETY OPERATES SEVERAL HISTORICAL SITES IN WEST BEND.

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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 $428,509

Program Service Revenue $70,909

Investment Income $4,532

Other Revenue $4,750

TOTAL REVENUE $508,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $258,521

Fundraising Expenses $58,645

Program Expenses $497,421

Other Expenses $352,365

TOTAL EXPENSES $610,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$508,700	$2,059,132	-0.8%
Expenses	$610,886	$505,879	+0.2%
Net Income	$-102,186	$1,553,253	-1.1%

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

$87,144

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN STUCKEY	EXECUTIVE DIRECTOR	40.00	Officer	$87,144	$0	$87,144
JOE ZAREMBA	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHNATHAN SCHULZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC BIERNAT	SECREATARY	1.00	Officer Director	$0	$0	$0
JULIE LEDGER	TREASURER	1.00	Officer Director	$0	$0	$0
KARA GUSE	SARGENT OF ARMS	1.00	Officer Director	$0	$0	$0
TJ DIEBALL	DIRECTOR	1.00	Director	$0	$0	$0
JEFF DREWS	DIRECTOR	1.00	Director	$0	$0	$0
MISSY PROPPER	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY REICHERT	DIRECTOR	1.00	Director	$0	$0	$0
ISAIAH RICHIE	DIRECTOR	1.00	Director	$0	$0	$0
CASSIE SCHMIDT	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	$508,700	$610,886	$2,322,868	$-102,186
2023	$2,059,132	$505,879	$6,862,143	$1,553,253
2022	$433,911	$269,931	$4,694,431	$163,980
2021	$313,900	$314,062	$5,476,009	$-162
2020	$637,578	$341,147	$4,394,061	$296,431
2019	$280,372	$318,335	$1,612,685	$-37,963
2018	$323,895	$344,435	$1,409,863	$-20,540

WASHINGTON COUNTY HISTORICAL SOCIETY INC