DODGE COUNTY HISTORICAL SOCIETY

EIN: 411281217 501(c)(3)

Mantorville, MN

Total Revenue
$228,319
Total Expenses
$133,892
Total Assets
$222,733
Net Assets
$222,733
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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
1965
Legal Domicile
MN
Principal Officer
JEAN BARTEL
Phone
5076355508
Tax Period
2025-01-01 to 2025-12-31

DODGE COUNTY HISTORICAL SOCIETY, founded in 1965, is a small nonprofit that reported $228K in total revenue in fiscal year 2025. The organization ran a surplus of $94K, a strong 41% operating margin.

Mission

TO PRESERVE DODGE COUNTY HISTORY

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $227,659
Program Service Revenue $0
Investment Income $660
Other Revenue $0
TOTAL REVENUE $228,319

Expense Breakdown

Grants Paid $0
Salaries & Benefits $18,273
Fundraising Expenses $1,369
Program Expenses $129,708
Other Expenses $115,619
TOTAL EXPENSES $133,892

Year-over-Year Comparison

2025 2024 Change
Revenue $228,319 N/A N/A
Expenses $133,892 N/A N/A
Net Income $94,427 N/A N/A
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

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Governance

Voting Members
6
Independent Members
6
Employees
1
Volunteers
6

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
3
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LOIS HANCOCK SECRETARY 2.00
Director
$0 $0 $0
JEAN BARTEL PRESIDENT 2.00
Officer Director
$0 $0 $0
TOM GALL TREASUER 10.00
Director
$0 $0 $0
LORI KRYZER DIRECTOR 10.00
Director
$0 $0 $0
NAN BABCOCK VICE PRESIDENT 10.00
Officer
$0 $0 $0
DALLAS NESS DIRECTOR 2.00
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
2025 $228,319 $133,892 $222,733 $94,427
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