SISTER BAY HISTORICAL SOCIETY INC (EIN 611436554) - 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

2002

Legal Domicile

Principal Officer

John Lijewski

Phone

9208547680

Tax Period

2023-01-01 to 2023-12-31

SISTER BAY HISTORICAL SOCIETY INC, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $130K in total revenue in fiscal year 2023. Revenue surged 135% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 62% operating margin.

Mission

Documentation, preservation and dissemination of historical information, artifacts and sites in the Sister Bay 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 (2023)

Revenue Breakdown

Contributions & Grants $60,637

Program Service Revenue $3,270

Investment Income $27,848

Other Revenue $38,520

TOTAL REVENUE $130,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,075

Other Expenses $48,791

TOTAL EXPENSES $49,018

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,275	$55,395	+1.4%
Expenses	$49,018	$151,905	-0.7%
Net Income	$81,257	$-96,510	-1.8%

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

100

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
PAT WEISNER	SECRETARY	5.00	Officer	$0	$0	$0
FRED JOHNSON	PRESIDENT	10.00	Officer	$0	$0	$0
CATHLEEN MANGAN	TREASURER	25.00	Officer	$0	$0	$0
ROBERTA KUTLICK	CURATOR & DIRECTOR	15.00	Director	$0	$0	$0
ROBERTA CHAMPEAU	DIRECTOR	5.00	Director	$0	$0	$0
LINDA JOHNSON	DIRECTOR	20.00	Director	$0	$0	$0
ROBERT JISCHKE	VICE PRESIDENT	25.00	Officer	$0	$0	$0
KAREN SUNSTROM	DIRECTOR	5.00	Director	$0	$0	$0
JOHN NELSON	DIRECTOR	20.00	Director	$0	$0	$0
JOHN LIJEWSKI	DIRECTOR	20.00		$0	$0	$0
PAULA ANSCHUTZ	DIRECTOR	5.00		$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$130,275	$49,018	$476,849	$81,257
2022	$55,395	$151,905	$393,942	$-96,510
2021	$236,044	$96,788	$490,452	$139,256

SISTER BAY HISTORICAL SOCIETY INC