HISTORICAL SOCIETY OF THE EPISCOPAL CHURCH

EIN: 741277648 501(c)(3) Arts, Culture & Humanities

Mineral Point, WI

Total Revenue
$195,731
Total Expenses
$221,173
Total Assets
$2,093,554
Net Assets
$2,092,924
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1913
Legal Domicile
PA
Principal Officer
J Michael Utzinger
Phone
9203831910
Tax Period
2025-01-01 to 2025-12-31

HISTORICAL SOCIETY OF THE EPISCOPAL CHURCH, founded in 1913, is a small nonprofit in the Arts, Culture & Humanities sector that reported $196K in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $221K exceeded revenue, resulting in a 13% operating deficit.

Mission

The organization promotes the preservation and understanding of the history of the Episcopal Church through scholarly publications, grantmaking to support research and archival work, and collaboration with organizations and individuals engaged in the study of the Church's history.

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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 $33,643
Program Service Revenue $60,527
Investment Income $88,708
Other Revenue $12,853
TOTAL REVENUE $195,731

Expense Breakdown

Grants Paid $19,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $175,687
Other Expenses $201,673
TOTAL EXPENSES $221,173

Year-over-Year Comparison

2025 2024 Change
Revenue $195,731 $134,997 +0.4%
Expenses $221,173 $162,337 +0.4%
Net Income $-25,442 $-27,340 -0.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
125

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
5
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lachlan Hassman Director 1
Director
$0 $0 $0
Edna Johnston Director 1
Director
$0 $0 $0
Daphne Noyes Director 1
Director
$0 $0 $0
Qiana Johnson Director 1
Director
$0 $0 $0
William Stafford Director 1
Director
$0 $0 $0
Hannah Matis Director 1
Director
$0 $0 $0
Valerie Bailey Director 1
Director
$0 $0 $0
Benjamin Guyer Director 1
Director
$0 $0 $0
Yein Kim EWHP Representative 1
Director
$0 $0 $0
Jeannie Terepka NEHA Representative 1
Director
$0 $0 $0
Sheryl Kujawa-Holbrook Historiographer 1.5
Director
$0 $0 $0
Al Moss AAEHC Co-Chair 1
Director
$0 $0 $0
John Runkle 1st Vice President 1.5
Officer
$0 $0 $0
Robyn Neville 2nd Vice President 1.5
Officer
$0 $0 $0
Susan Stonesifer Secretary 1.5
Officer
$0 $0 $0
George DeFilippi Treasurer 2
Officer
$0 $0 $0
J Michael Utzinger President 2.5
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
2025 $195,731 $221,173 $2,093,554 $-25,442
2024 $134,997 $162,337 $1,943,602 $-27,340
2023 $139,989 $170,008 $1,843,633 $-30,019
2022 $130,115 $146,173 $1,739,666 $-16,058
2021 $122,754 $112,274 $2,227,065 $10,480
2020 $119,131 $94,660 $2,117,442 $24,471
2019 $157,481 $138,649 $1,799,446 $18,832
2018 $89,591 $112,609 $1,556,539 $-23,018
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