FRIENDS OF THE JONATHAN CLARK HOUSE LTD

EIN: 460986057 501(c)(3) Arts, Culture & Humanities

Mequon, WI

Total Revenue
$123,496
Total Expenses
$88,672
Total Assets
$524,907
Net Assets
$409,602
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
WI
Principal Officer
Robert Shaw Bridges
Phone
2626182051
Tax Period
2025-01-01 to 2025-12-31

FRIENDS OF THE JONATHAN CLARK HOUSE LTD, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $123K in total revenue in fiscal year 2025. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 28% operating margin.

Mission

Collect, preserve and share the history of the Jonathan Clark House and the early settlers of Mequon and Thiensville.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $110,492
Program Service Revenue $0
Investment Income $13,005
Other Revenue $-1
TOTAL REVENUE $123,496

Expense Breakdown

Grants Paid $500
Salaries & Benefits $13,915
Fundraising Expenses $0
Program Expenses $84,208
Other Expenses $74,257
TOTAL EXPENSES $88,672

Year-over-Year Comparison

2025 2024 Change
Revenue $123,496 $66,042 +0.9%
Expenses $88,672 $32,298 +1.7%
Net Income $34,824 $33,744 +0.0%
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

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Governance

Voting Members
8
Independent Members
7
Employees
N/A
Volunteers
50

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
3
$9,000
Total Directors
8
$9,000
Key Employees
4
$9,000
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Nicole Buerosse Secretary, Board Member, Assistant Director 20
Officer Director Key Emp Highest
$9,000 $0 $9,000
Shaw Bridges Treasurer, Board Member 10
Officer Director
$0 $0 $0
Thomas Daub President, Board Member 2
Officer Director
$0 $0 $0
Bill Kroyer Board Member 1
Director
$0 $0 $0
Christopher Osborne Board Member 1
Director
$0 $0 $0
Brady Seiberlich Board Member 3
Director
$0 $0 $0
Randy Trumbull-Holper Board Member 2
Director
$0 $0 $0
Kurt Zellmann Board Member 1
Director
$0 $0 $0
Margaret Bussone Vice President 5
Key Emp
$0 $0 $0
Frederick Derr Preservation Manager 25
Key Emp
$0 $0 $0
Nina Look PhD Executive Director 30
Key Emp
$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 $123,496 $88,672 $524,907 $34,824
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