ELLSWORTH COUNTY 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

1963

Legal Domicile

Phone

7854723059

Tax Period

2024-01-01 to 2024-12-31

ELLSWORTH COUNTY HISTORICAL SOCIETY, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $120K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 93% operating margin.

Mission

PRESERVATION OF HISTORIAL BUILDINGS AND ARTIFACTS AND EDUCATION AND INFORMATION TO THE PUBLIC OF ELLSWORTH COUNTY HISTORY.

Program Service Accomplishments

Program 1

Expenses: $5,375

PAINT SCHOOL HOUSE ON THE ELLSOWRTH COMPLEX AND REPAIR THE STEEPLE ON THE CHURCH

Program 2

Expenses: $2,250

POUR CONCRETE TROUGH BY OLD JAIL TO PROTECT THE FOUNDATION

Program 3

Expenses: $1,000

REMOVE WALNUT TREE THAT WAS IMPACTING THE BUILDING FOUNDATION

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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 $9,918

Program Service Revenue $0

Investment Income $10,525

Other Revenue $99,654

TOTAL REVENUE $120,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,625

Other Expenses $8,625

TOTAL EXPENSES $8,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$120,097	$78,928	+0.5%
Expenses	$8,625	$61,679	-0.9%
Net Income	$111,472	$17,249	+5.5%

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
MELVIN MCCARY	HISTORIAN	10.00	Director	$0	$0	$0
DON KOZISEK	DIRECTOR	1.00	Director	$0	$0	$0
JANE LONG	DIRECTOR	1.00	Director	$0	$0	$0
TODD WACKER	DIRECTOR	1.00	Director	$0	$0	$0
KARL NEWKIRK	DIRECTOR	1.00	Director	$0	$0	$0
MARK SHAW	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL BRUNING	DIRECTOR	1.00	Director	$0	$0	$0
SUE ARENSMAN	DIRECTOR	1.00	Director	$0	$0	$0
PAULINE ZVOLANEK	DIRECTOR	15.00	Director	$0	$0	$0
CYNTHIA EDGERLE	PRESIDENT	30.00	Officer	$0	$0	$0
AGNES KEPKA	VICE PRESIDENT	1.00	Officer	$0	$0	$0
STEPHEN DONLEY	TREASURER	4.00	Officer	$0	$0	$0
TRACY PLOUTZ	SECRETARY	10.00	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
2024	$120,097	$8,625	$701,384	$111,472
2023	$76,973	$61,679	$686,941	$15,294