WINONA COUNTY HISTORICAL SOCIETY

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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

1935

Legal Domicile

Principal Officer

CARRIE JOHNSON

Phone

5074542723

Tax Period

2023-01-01 to 2023-12-31

WINONA COUNTY HISTORICAL SOCIETY, founded in 1935, is a small nonprofit in the Arts, Culture & Humanities sector that reported $684K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Net assets of $5.8M represent 102 months of operating reserves.

Mission

TO COLLECT, PRESERVE, AND INTERPRET THE HISTORY OF WINONA COUNTY.

Program Service Accomplishments

Program 1

Expenses: $651,208 Revenue: $8,493

ARCHIVES RESEARCH, HISTORIC BUNNELL HOUSE, WINONA COUNTY HISTORY CENTER, HISTORICAL EDUCATION, LIBRARY, TOURS, ACTIVITIES, MUSEUM SHOP AND PROGRAMS OF HISTORICAL SIGNIFICANCE ATTENDED BY OVER 20,000...

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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 $470,357

Program Service Revenue $8,493

Investment Income $100,271

Other Revenue $104,771

TOTAL REVENUE $683,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $282,062

Fundraising Expenses $8,541

Program Expenses $651,208

Other Expenses $445,765

TOTAL EXPENSES $727,827

Year-over-Year Comparison

	2023	2022	Change
Revenue	$683,892	$594,299	+0.2%
Expenses	$727,827	$471,651	+0.5%
Net Income	$-43,935	$122,648	-1.4%

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

150

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

$85,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE BERNATZ	DIRECTOR	1.00	Director	$0	$0	$0
KELLY FLUHARTY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT HANNON	PRESIDENT	2.00	Officer Director	$0	$0	$0
ERICH LIPPMAN	DIRECTOR	1.00	Director	$0	$0	$0
JIM GOBLIRSCH	DIRECTOR	1.00	Director	$0	$0	$0
ANNE CONWAY	DIRECTOR	1.00	Director	$0	$0	$0
GWEN CARMAN	DIRECTOR	1.00	Director	$0	$0	$0
MATT BECKER	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHEN SWENSON	DIRECTOR	1.00	Director	$0	$0	$0
JILL VEERKAMP	DIRECTOR	1.00	Director	$0	$0	$0
ROGER BERG	DIRECTOR	1.00	Director	$0	$0	$0
GAY MORTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA RICHARDS	DIRECTOR	1.00	Director	$0	$0	$0
LUKE SIMS	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE JOHNSON	EXECUTIVE DIRECTOR	45.00	Officer	$66,435	$18,971	$85,406
JONELLE MOORE	SECRETARY	1.00	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	No data	No data	No data	No data
2023	$683,892	$727,827	$6,018,040	$-43,935
2022	$594,299	$471,651	$6,114,774	$122,648
2021	$594,905	$580,112	$6,353,891	$14,793
2020	$693,951	$471,895	$6,195,593	$222,056
2019	$673,643	$514,384	$5,816,279	$159,259
2018	$534,823	$549,890	$5,553,567	$-15,067