Dubuque County Historical Society (EIN 426072050) - 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

1950

Legal Domicile

Principal Officer

Kurt Strand

Phone

5635579545

Tax Period

2023-01-01 to 2023-12-31

Dubuque County Historical Society, founded in 1950, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.1M in total revenue in fiscal year 2023. Expenses of $8.9M exceeded revenue, resulting in a 26% operating deficit.

Mission

To interpret and protect the life, history and culture of our region and rivers.

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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 $2,523,584

Program Service Revenue $3,218,943

Investment Income $373,815

Other Revenue $953,766

TOTAL REVENUE $7,070,108

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,803,847

Fundraising Expenses $264,017

Program Expenses $7,798,276

Other Expenses $5,089,303

TOTAL EXPENSES $8,893,150

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,070,108	$6,756,279	+0.0%
Expenses	$8,893,150	$7,953,188	+0.1%
Net Income	$-1,823,042	$-1,196,909	+0.5%

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

214

Volunteers

128

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

$364,656

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom Woodward	Chair	2.00	Officer Director	$0	$0	$0
Jim Gantz	Vice Chair	2.00	Officer Director	$0	$0	$0
Francis A Murray	Secretary	2.00	Officer Director	$0	$0	$0
Sarah Hasken	Treasurer	2.00	Officer Director	$0	$0	$0
Lori Thielen	Director	2.00	Director	$0	$0	$0
Carol Bitter	Director	2.00	Director	$0	$0	$0
Mark Dickson	Director	2.00	Director	$0	$0	$0
Alex Dixon	Director	2.00	Director	$0	$0	$0
Ernestine Moss	Director	2.00	Director	$0	$0	$0
Chuck Schrup	Director	2.00	Director	$0	$0	$0
Dean Wilgenbusch	Director	2.00	Director	$0	$0	$0
Gina Blasen	Director	2.00	Director	$0	$0	$0
Tim Butler	Director	2.00	Director	$0	$0	$0
Ken Furst	Director	2.00	Director	$0	$0	$0
Teri Goodmann	Director	2.00	Director	$0	$0	$0
Wendy Knight	Director	2.00	Director	$0	$0	$0
John M Bickel	Director	2.00	Director	$0	$0	$0
Poppy Conlon	Director	2.00	Director	$0	$0	$0
Chad Wolbers	Director	2.00	Director	$0	$0	$0
Tyson Leyendecker	Director	2.00	Director	$0	$0	$0
Amy Hawkins	Director	2.00	Director	$0	$0	$0
Jeff Mozena	Director	2.00	Director	$0	$0	$0
Kurt Strand	CEO	40.00	Officer	$255,899	$19,018	$274,917
Thomas Lange	VP of Finance & Operations	40.00	Officer	$79,181	$10,558	$89,739

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	$7,070,108	$8,893,150	$38,357,853	$-1,823,042
2022	$6,756,279	$7,953,188	$40,316,100	$-1,196,909
2021	$9,721,079	$6,881,100	$42,203,208	$2,839,979
2020	$6,128,541	$6,433,731	$40,595,055	$-305,190
2019	$5,133,490	$6,914,640	$39,792,750	$-1,781,150
2018	$4,977,257	$6,923,090	$40,473,346	$-1,945,833

Dubuque County Historical Society