WINNEBAGO 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

1977

Legal Domicile

Principal Officer

DAN DAVIS

Phone

6415812900

Tax Period

2024-01-01 to 2024-12-31

WINNEBAGO HISTORICAL SOCIETY, founded in 1977, is a small nonprofit that reported $144K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $206K exceeded revenue, resulting in a 43% operating deficit.

Mission

WINNEBAGO HISTORICAL SOCIETY'S (WHS) EXEMPT PURPOSE IS THE PROMOTION AND PRESERVATION OF ARTIFACTS AND STRUCTURES RELATED TO HISTORY, PRIMARILY THAT OF AND RELATED TO THE WINNEBAGO COUNTY & NORTH CENTRAL REGION WHERE WE ARE LOCATED. WHS EXISTS AS A REPOSITORY FOR ARTIFACTS AND AN INFORMATION SOURCE FOR ALL AGES. WHS IS OPEN AT ALL SITES FOR TOURS & EDUCATIONAL OPPORTUNITIES AT SCHEDULED TIMES AND BY APPOINTMENT. WHS PUBLISHES NEWSLETTERS SEVERAL TIMES A YEAR WITH HISTORICAL INFORMATION AND SCHEDULED HOURS AND PLANNED DEMONSTRATIONS AND EVENTS.

Program Service Accomplishments

Program 1

Expenses: $200,093

HERITAGE PARK SITE ALLOWS FOR THE COLLECTION, DISPLAY, AND DEMONSTRATION OF PRIMARILY FARM RELATED MACHINERY AND ARTIFACTS COMMONLY USED IN THE EARLY 1900'S IN NORTHERN IOWA. THIS SITE ALSO INCLUDES SCHOOLS, A CHURCH, WORKSHOPS AND OTHER BUSINESS COMMON TO THAT ERA. STEAM THRESHING, PLOWING AND RELATED ACTIVITIES OCCUR ON THE GROUNDS. THE MANSION MUSEUM IS PRIMARY SITE OF WHS. THIS PERIOD HOME CONTAINS ARTIFACTS AND CLOTHING, DEMONSTRATING LIFE IN THE EARLY 20TH CENTURY TO PRESENT IN NORTHERN IOWA. ON DISPLAY IS AN EXTENSIVE COLLECTION OF LOCALLY COLLECTED INDIAN ARTIFACTS, AND OTHER PERIOD ARTIFACTS.

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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 $89,103

Program Service Revenue $8,745

Investment Income $8,865

Other Revenue $36,802

TOTAL REVENUE $143,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,093

Other Expenses $205,625

TOTAL EXPENSES $205,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,515	$186,573	-0.2%
Expenses	$205,625	$174,946	+0.2%
Net Income	$-62,110	$11,627	-6.3%

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

N/A

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
GARY BARTLESON	BOARD MEMBER	2.08	Director	$0	$0	$0
CHRISTOPHER BEITING	BOARD MEMBER	1.38	Director	$0	$0	$0
BRAD KIRCHNER	BOARD MEMBER	1.15	Director	$0	$0	$0
LAURA KUDEJ	BOARD MEMBER	1.38	Director	$0	$0	$0
LORI MICHAEL	BOARD MEMBER	1.15	Director	$0	$0	$0
HARLAN RODBERG	BOARD MEMBER	3.46	Director	$0	$0	$0
WYNDHAM SELLERS	BOARD MEMBER	7.85	Director	$0	$0	$0
LANA THOMPSON	BOARD MEMBER	2.77	Director	$0	$0	$0
CLAUDIA TILLMAN	BOARD MEMBER	3.46	Director	$0	$0	$0
CAROL WHITEIS	BOARD MEMBER	19.15	Director	$0	$0	$0
KARIN CARLSON	TREASURER	4.62	Officer	$0	$0	$0
CINDY CARTER	SECRETARY	1.85	Officer	$0	$0	$0
DAN DAVIS	PRESIDENT	1.38	Officer	$0	$0	$0
TED HALL	1ST V-PRES.	2.31	Officer	$0	$0	$0
RILEY LEWIS	2NS V-PRES.	7.62	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	$143,515	$205,625	$3,007,480	$-62,110
2023	$186,573	$174,946	$3,069,590	$11,627
2022	$188,961	$166,581	$3,057,963	$22,380
2021	$251,205	$174,082	$3,035,583	$77,123
2020	$203,214	$148,513	$2,958,462	$54,701
2019	$237,224	$160,251	$2,903,761	$76,973
2018	$194,610	$173,825	$2,830,988	$20,785