ROCK RIVER HERITAGE INC

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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

2025-01-01 to 2025-12-31

ROCK RIVER HERITAGE INC, founded in 2011, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2025. Revenue surged 359% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 82% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $221,633

REFERENCE SCHEDULE O NO GRANTS WERE MADE TO OTHER ORGANIZATIONS OR PERSONS NO SEPARATE ACCOUNTING IS AVAILABLE FOR THE COSTS OF THE SEVERAL FREE PROGRAMS

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,189,878

Program Service Revenue $27,892

Investment Income $12,999

Other Revenue $30,249

TOTAL REVENUE $1,261,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $126,790

Fundraising Expenses $0

Program Expenses $221,633

Other Expenses $94,843

TOTAL EXPENSES $221,633

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,261,018	$274,514	+3.6%
Expenses	$221,633	$337,572	-0.3%
Net Income	$1,039,385	$-63,058	-17.5%

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

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
MEGWYN SANDERS-ANDREWS	EXEC DIRECTOR	40.00	Highest	$70,000	$0	$70,000
KELLI ROWLEY	VP	3.00	Officer Director	$0	$0	$0
MARY JONES	PRESIDENT	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	TREASUER	2.00	Officer Director	$0	$0	$0
LINDA RAINS	DIRECTOR	2.00	Director	$0	$0	$0
JILL KESSENICH	DIRECTOR	2.00	Director	$0	$0	$0
LORI KOLJORD	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
2025	$1,261,018	$221,633	$3,956,559	$1,039,385
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