ROCK RIVER HERITAGE INC (EIN 453576912) - 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

9205681720

Tax Period

2024-01-01 to 2024-12-31

ROCK RIVER HERITAGE INC, founded in 2011, is a small nonprofit in the Arts, Culture & Humanities sector that reported $275K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $338K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PRESERVE AND RESTORE SIGNIFICANT HISTORICAL SITES TO BE USED FOR COMMUNITY PURPOSES WITHIN THE CITY OF FORT ATKINSON, WISCONSIN AND THE IMMEDIATE SURROUNDING AREA.

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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 $171,393

Program Service Revenue $50,830

Investment Income $14,867

Other Revenue $37,424

TOTAL REVENUE $274,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $152,453

Fundraising Expenses $0

Program Expenses $337,572

Other Expenses $185,119

TOTAL EXPENSES $337,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,514	$297,252	-0.1%
Expenses	$337,572	$208,695	+0.6%
Net Income	$-63,058	$88,557	-1.7%

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

Volunteers

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
LUWAN GLASSCOCK	EXC DIRECTOR	40.00	Highest	$60,064	$0	$60,064
JASON LYNK	DIRECTOR	2.00	Director	$0	$0	$0
ALAN GOLDBERG	TREASURER AND DIRECTOR	5.00	Officer Director	$0	$0	$0
KELLI ROWLEY	CO PRESIDENT AND DIRECTOR	3.00	Officer Director	$0	$0	$0
BETH GORE	DIRECTOR	2.00	Director	$0	$0	$0
MARY JONES	CO PRESIDENT AND DIRECTOR	2.00	Officer Director	$0	$0	$0
LESLIE LAMURO	DIRECTOR AND SECRETARY	2.00	Officer Director	$0	$0	$0
RAMSAY LARSON	DIRECTOR	2.00	Director	$0	$0	$0
TARI POEPPEL	DIRECTOR	2.00	Director	$0	$0	$0
LINDA RAINS	DIRECTOR	2.00	Director	$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	$274,514	$337,572	$2,914,909	$-63,058
2023	$297,252	$208,695	$3,203,823	$88,557
2022	$27,486	$206,686	$3,115,266	$-179,200
2021	$563,630	$179,162	$3,296,223	$384,468
2020	$242,052	$159,122	$2,930,507	$82,930
2019	$203,115	$192,010	$2,829,548	$11,105
2018	$150,776	$177,963	$2,818,993	$-27,187

ROCK RIVER HERITAGE INC