WRIGHT COUNTY HISTORICAL SOCIETY (EIN 411293863) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

KAREN JACOBSON

Phone

7636827323

Tax Period

2022-01-01 to 2022-12-31

WRIGHT COUNTY HISTORICAL SOCIETY, founded in 1967, is a small nonprofit that reported $330K in total revenue in fiscal year 2022. Revenue decreased 18% compared to the prior year.

Mission

COLLECT, PRESERVE, AND SHARE WRIGHT COUNTY'S HISTORY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $322,398

Program Service Revenue $0

Investment Income $3,013

Other Revenue $4,121

TOTAL REVENUE $329,532

Expense Breakdown

Grants Paid $2,985

Salaries & Benefits $246,181

Fundraising Expenses $6,155

Program Expenses $313,960

Other Expenses $90,411

TOTAL EXPENSES $339,577

Year-over-Year Comparison

	2022	2021	Change
Revenue	$329,532	$400,808	-0.2%
Expenses	$339,577	$349,658	0.0%
Net Income	$-10,045	$51,150	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN GREGORNIK	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAM CAMPBELL	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
KAREN JACOBSON	TREASURER	6.00	Officer Director	$0	$0	$0
CHERYL DAHLEN	SECRETARY	2.00	Officer Director	$0	$0	$0
MARY DURBEN	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA MENZEL	DIRECTOR	6.00	Director	$0	$0	$0
DAVE MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
TOM RATZLOFF	DIRECTOR	1.00	Director	$0	$0	$0
DICK STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
LEANDER WETTER	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
2022	$329,532	$339,577	$647,725	$-10,045
2021	$400,808	$349,658	$657,769	$51,150
2020	$333,759	$325,416	$666,536	$8,343
2019	$323,061	$317,252	$602,496	$5,809
2018	$294,786	$303,406	$513,610	$-8,620

WRIGHT COUNTY HISTORICAL SOCIETY