Columbus Area Historical Society

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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

2015

Legal Domicile

Principal Officer

Randall Koehn

Phone

9202964333

Tax Period

2024-01-01 to 2024-12-31

Columbus Area Historical Society, founded in 2015, is a small nonprofit in the Arts, Culture & Humanities sector that reported $356K in total revenue in fiscal year 2024. Expenses of $318K left a modest 11% surplus.

Mission

The purpose of this organization is exclusively educational and shall be to preserve, advance and disseminate the history of Columbus, WI and the surrounding areas to the publc.

Program Service Accomplishments

Program 1

Expenses: $318,008 Revenue: $356,307

To educate the public and to preserve, advance and disseminate the history of Columbus, WI and the surrounding areas to the public.

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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 $7,085

Program Service Revenue $337,306

Investment Income $44

Other Revenue $11,872

TOTAL REVENUE $356,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $318,008

Other Expenses $318,008

TOTAL EXPENSES $318,008

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,307	N/A	N/A
Expenses	$318,008	N/A	N/A
Net Income	$38,299	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

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
Randall Koehn	President	001.00	Officer	$0	$0	$0
Peter Kaland	Vice-President	001.00	Officer	$0	$0	$0
Sheila Worthen	Secretary	001.00	Officer	$0	$0	$0
Andrea Loppnow	Treasurer	001.00	Officer	$0	$0	$0
Bonnie Adam	Board Member	001.00	Officer	$0	$0	$0
Barb Oelke	Board Member	001.00	Officer	$0	$0	$0
Bernice Fehrman	Board Member	001.00	Officer	$0	$0	$0
Duane Gilbertson	Board Member	001.00	Officer	$0	$0	$0
Dan Wagner	Board Member	001.00	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
2025	No data	No data	No data	No data
2024	$356,307	$318,008	$38,299	$38,299