Appleton Historical Society Inc (EIN 450604780) - 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

2011

Legal Domicile

Phone

9208504531

Tax Period

2024-01-01 to 2024-12-31

Appleton Historical Society Inc, founded in 2011, is a small nonprofit in the Arts, Culture & Humanities sector that reported $455K in total revenue in fiscal year 2024. The organization ran a surplus of $353K, a strong 78% operating margin.

Mission

Education; Historic preservation

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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 (2024)

Revenue Breakdown

Contributions & Grants $450,551

Program Service Revenue $2,528

Investment Income $1,318

Other Revenue $754

TOTAL REVENUE $455,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,104

Other Expenses $102,104

TOTAL EXPENSES $102,104

Year-over-Year Comparison

	2024	2023	Change
Revenue	$455,151	N/A	N/A
Expenses	$102,104	N/A	N/A
Net Income	$353,047	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

Governance

Voting Members

Independent Members

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	Role	Reportable Comp	Other Comp	Total
Thomas Sutter	President	Officer	$0	$0	$0
Gwen Sargeant	Vice President	Officer	$0	$0	$0
Laura Leimer	Treasurer	Officer	$0	$0	$0
Katie Stilp	Board Member	Officer	$0	$0	$0
Carol Jansen	Board Member	Officer	$0	$0	$0
Mark Moderson	Board Member	Officer	$0	$0	$0
Jim Krueger	Board Member	Officer	$0	$0	$0
Claudine Happel	Board Member	Officer	$0	$0	$0
Tom Miller	Board Member	Officer	$0	$0	$0
Mark Mittlestadt	Board Member	Officer	$0	$0	$0
Christine Williams	Board Member	Officer	$0	$0	$0
Sheila Brucks	Secretary	Officer	$0	$0	$0
John Volkman	Board Member	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	No data	No data	No data	No data
2024	$455,151	$102,104	$760,772	$353,047

Appleton Historical Society Inc