WASECA COUNTY HISTORICAL SOCIETY (EIN 410966847) - 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

1938

Legal Domicile

Phone

5078357700

Tax Period

2023-01-01 to 2023-12-31

WASECA COUNTY HISTORICAL SOCIETY, founded in 1938, is a small nonprofit in the Arts, Culture & Humanities sector that reported $285K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. Net assets of $1.1M represent 46 months of operating reserves.

Mission

The mission of the Waseca County Historical Society is to collect, preserve, interpret and disseminate the history of Waseca County and its citizens; and to create excitement and interest in that past.

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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 $230,852

Program Service Revenue $7,447

Investment Income $48,375

Other Revenue $-1,251

TOTAL REVENUE $285,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $88,221

Fundraising Expenses $0

Program Expenses $228,859

Other Expenses $196,483

TOTAL EXPENSES $284,704

Year-over-Year Comparison

	2023	2022	Change
Revenue	$285,423	$180,564	+0.6%
Expenses	$284,704	$273,131	+0.0%
Net Income	$719	$-92,567	-1.0%

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

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

$34,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN MOONEY	Executive Dir.	24.00	Officer	$34,024	$0	$34,024
MOLLY BYRON	Board Member	1.00	Director	$0	$0	$0
LINDA FINLEY	Board Member	1.00	Director	$0	$0	$0
DIANE BECKMANN	President	1.00	Officer Director	$0	$0	$0
MARTY BUUM	Vice President	1.00	Officer Director	$0	$0	$0
DALE GROSKREUTZ	Board Member	1.00	Director	$0	$0	$0
JAQUELINE PETERS	Board Member	1.00	Director	$0	$0	$0
BRIAN HARGUTH	Board Member	1.00	Director	$0	$0	$0
DAWN HALGREN	Treasurer	3.00	Officer Director	$0	$0	$0
CAROL RAIMANN	Board Member	1.00	Director	$0	$0	$0
GREGG JOHNSON	Board Member	1.00	Director	$0	$0	$0
DAVE ZIKA	Board Member	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	$285,423	$284,704	$1,106,436	$719
2022	$180,564	$273,131	$1,117,300	$-92,567
2021	$276,728	$145,764	$1,195,370	$130,964
2020	$207,717	$145,944	$1,064,688	$61,773
2019	$337,104	$302,751	$1,002,793	$34,353
2018	$99,010	$153,781	$969,135	$-54,771

WASECA COUNTY HISTORICAL SOCIETY