LAKE GENEVA HERITAGE CENTER

EIN: 451995192 501(c)(3) Arts, Culture & Humanities

LAKE GENEVA, WI

Total Revenue
$210,967
Total Expenses
$25,450
Total Assets
$433,366
Net Assets
$433,366
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
WI
Principal Officer
LARRY LARKIN
Phone
2622482569
Tax Period
2023-01-01 to 2023-12-31

LAKE GENEVA HERITAGE CENTER, founded in 2011, is a small nonprofit in the Arts, Culture & Humanities sector that reported $211K in total revenue in fiscal year 2023. The organization ran a surplus of $186K, a strong 88% operating margin.

Mission

PRESERVE, ADVANCE AND DISSEMINATE KNOWLEDGE OF THE HERITAGE, ESPECIALLY THE MARITIME HERITAGE, OF LAKE GENEVA, WISCONSIN.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $24,300
Program Service Revenue $0
Investment Income $13,165
Other Revenue $173,502
TOTAL REVENUE $210,967

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $10,950
Other Expenses $25,450
TOTAL EXPENSES $25,450

Year-over-Year Comparison

2023 2022 Change
Revenue $210,967 N/A N/A
Expenses $25,450 N/A N/A
Net Income $185,517 $0 N/A
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

Sign In

Governance

Voting Members
4
Independent Members
4
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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KARL OTZEN DIRECTOR 1.00
Director
$0 $0 $0
SUSAN CLARE DIRECTOR 1.00
Director
$0 $0 $0
LARRY LARKIN PRESIDENT 5.00
Officer
$0 $0 $0
CHARLES COLMAN SECRETARY\TREASURER 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
2023 $210,967 $25,450 $433,366 $185,517
Explore More Nonprofits
→Top 100 Nonprofits in Wisconsin →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare LAKE GENEVA HERITAGE CENTER with other nonprofits in Wisconsin and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.