WINNESHIEK COUNTY HISTORICAL SOCIETY (EIN 421048077) - 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

Legal Domicile

Phone

5633824166

Tax Period

2023-01-01 to 2023-12-31

WINNESHIEK COUNTY HISTORICAL SOCIETY is a micro nonprofit that reported $17K in total revenue in fiscal year 2023. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $42K exceeded revenue, resulting in a 144% operating deficit.

Mission

TO PROTECT, COLLECT, PRESERVE AND PROMOTE THE WRITTEN, ORAL AND TANGIBLE ITEMS OF HISTORICAL IMPORTANCE TO WINNESHIEK COUNTY AND TO COOPERATE WITH OTHER ORGANIZATIONS TO ACCOMPLISH COMMON GOALS.

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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 $39,744

Program Service Revenue $2,291

Investment Income $1,412

Other Revenue $-26,321

TOTAL REVENUE $17,126

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,903

Other Expenses $41,847

TOTAL EXPENSES $41,847

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,126	$71,356	-0.8%
Expenses	$41,847	$50,040	-0.2%
Net Income	$-24,721	$21,316	-2.2%

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

N/A

Employees

N/A

Volunteers

N/A

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
DONNA RASMUSSEN	Treasurer	1.00	Officer	$0	$0	$0
STACEY GOSSLING	President	1.00	Officer	$0	$0	$0
LAVONNE SHARP	Secretary	1.00	Officer	$0	$0	$0
ROGER BERGAN	Vice President	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	$17,126	$41,847	$676,984	$-24,721
2022	$71,356	$50,040	$701,024	$21,316
2021	$30,747	$37,104	$680,812	$-6,357
2020	$48,297	$27,310	$685,362	$20,987
2019	$51,400	$31,799	$663,641	$19,601
2018	$81,963	$41,640	$642,194	$40,323

WINNESHIEK COUNTY HISTORICAL SOCIETY