STURGEON BAY HISTORICAL SOCIETY FOUNDATION INC (EIN 814362375) - 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

2017

Legal Domicile

Principal Officer

LAUREL HAUSER

Phone

9204953779

Tax Period

2023-01-01 to 2023-12-31

STURGEON BAY HISTORICAL SOCIETY FOUNDATION INC, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $393K in total revenue in fiscal year 2023. Revenue fell 66% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $316K, a strong 81% operating margin.

Mission

THE STURGEON BAY HISTORICAL SOCIETY FOUNDATION, INC. WAS FOUNDED IN 2016. WE ARE A 501(C)3 ORGANIZATION DEDICATED TO PRESERVING STURGEON BAYS LIVING HISTORY, WHICH DEFINES OUR COMMUNITY CHARACTER AND CULTURAL EVOLUTION, FOR FUTURE GENERATIONS THROUGH ADVOCACY, PRESERVATION AND EDUCATION. WE DO THIS BY SAVING, RESTORING, REPURPOSING AND SHARING THE STORY OF STURGEON BAYS AUTHENTIC HISTORIC STRUCTURES.

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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 $392,847

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $392,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,655

Program Expenses $52,541

Other Expenses $76,518

TOTAL EXPENSES $76,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$392,847	$1,150,006	-0.7%
Expenses	$76,518	$91,565	-0.2%
Net Income	$316,329	$1,058,441	-0.7%

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

N/A

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
KELLY AVENSON	SECRETARY	1.00	Officer Director	$0	$0	$0
PHIL BIEBL	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY CATZAROLI	TREASURER	3.00	Officer Director	$0	$0	$0
DEB WHITELAW GORSKI	BOARD MEMBER	2.00	Director	$0	$0	$0
LAUREL HAUSER	PRESIDENT	15.00	Officer Director	$0	$0	$0
NIKI KAFTAN	BOARD MEMBER	5.00	Director	$0	$0	$0
KEVIN QUINN	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH RENSTOM	BOARD MEMBER	5.00	Director	$0	$0	$0
MATT YOUNG	VICE PRESIDE	10.00	Officer Director	$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
2023	$392,847	$76,518	$2,769,719	$316,329
2022	$1,150,006	$91,565	$2,515,279	$1,058,441
2021	$3,047	$11,747	$897,933	$-8,700
2020	$359,176	$5,881	$957,725	$353,295
2019	$475,461	$482,576	$5,812	$-7,115

STURGEON BAY HISTORICAL SOCIETY FOUNDATION INC