Fort Atkinson Historical Society
EIN: 391193300 · Fort Atkinson, WI · NTEE: A82Z
| Metric | Value |
|---|---|
| Total Revenue | $137K |
| Total Expenses | $135K |
| Net Assets | $1.7M |
Is Fort Atkinson Historical Society Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Fort Atkinson Historical Society
Fort Atkinson Historical Society (EIN: 391193300) is a nonprofit organization based in Fort Atkinson, WI, classified under NTEE code A82Z. The organization reported total revenue of $137K and total assets of $1.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Fort Atkinson Historical Society's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Fort Atkinson Historical Society is a small nonprofit that has been operating for 58 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 17.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $551K |
| Total Expenses | $135K |
| Surplus / Deficit | +$416K |
| Total Assets | $1.7M |
| Total Liabilities | $16K |
| Net Assets | $1.7M |
| Operating Margin | 75.5% |
| Debt-to-Asset Ratio | 1.0% |
| Months of Reserves | 149.7 months |
Financial Health Grade: A
In 2023, Fort Atkinson Historical Society reported a surplus of $416K with revenue exceeding expenses, holds 149.7 months of operating reserves (strong position), has a debt-to-asset ratio of 1.0% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Fort Atkinson Historical Society's revenue has grown at a compound annual growth rate (CAGR) of 17.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +680.8% | +46.1% | +39.0% |
| 2022 | -73.2% | -18.5% | -13.6% |
| 2021 | +34.8% | -0.9% | +13.8% |
| 2020 | -2.9% | +21.9% | +7.6% |
| 2019 | +14.8% | -3.1% | +10.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 1968 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Fort Atkinson Historical Society has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Fort Atkinson Historical Society with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $416K, with revenue exceeding expenses.
- Debt-to-asset ratio: 1.0%.
Frequently Asked Questions about Fort Atkinson Historical Society
Is Fort Atkinson Historical Society a legitimate charity?
Based on AI analysis of IRS 990 filings, Fort Atkinson Historical Society (EIN: 391193300) insufficient data. 0 red flags identified, 0 strengths noted.
How does Fort Atkinson Historical Society spend its money?
Detailed spending breakdown data is not yet available for Fort Atkinson Historical Society. Check back for updated IRS 990 analysis.
Are donations to Fort Atkinson Historical Society tax-deductible?
Fort Atkinson Historical Society is registered as a tax-exempt nonprofit (EIN: 391193300). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Fort Atkinson Historical Society located?
Fort Atkinson Historical Society is headquartered in Fort Atkinson, Wisconsin and files with the IRS under EIN 391193300. It is classified under NTEE code A82Z.
How many years of IRS 990 filings does Fort Atkinson Historical Society have?
Fort Atkinson Historical Society has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $137K in total revenue.
Filing History
IRS 990 filing history for Fort Atkinson Historical Society showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Fort Atkinson Historical Society's revenue has grown by 624.8%, moving from $76K to $551K. Total assets increased by 110.5% over the same period, from $801K to $1.7M. Total functional expenses rose by 39.2%, from $97K to $135K. In its most recent filing year (2023), Fort Atkinson Historical Society reported a surplus of $416K, with revenue exceeding expenses. The organization holds $16K in liabilities against $1.7M in assets (debt-to-asset ratio: 1.0%), resulting in net assets of $1.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $551K | $135K | $1.7M | $16K | — | — |
| 2022 | $71K | $93K | $1.2M | $66K | — | View 990 |
| 2021 | $263K | $114K | $1.4M | $67K | — | View 990 |
| 2020 | $195K | $115K | $1.2M | $47K | — | View 990 |
| 2019 | $201K | $94K | $1.1M | $40K | — | View 990 |
| 2018 | $175K | $97K | $1.0M | $36K | — | View 990 |
| 2017 | $134K | $93K | $1.1M | $36K | — | View 990 |
| 2016 | $88K | $85K | $981K | $19K | — | View 990 |
| 2015 | $37K | $90K | $933K | $11K | — | View 990 |
| 2014 | $160K | $77K | $977K | $7K | — | View 990 |
| 2013 | $108K | $80K | $922K | $4K | — | View 990 |
| 2012 | $96K | $79K | $866K | $12K | — | View 990 |
| 2011 | $76K | $97K | $801K | $15K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $551K, expenses of $135K, and assets of $1.7M (revenue +680.8% year-over-year).
- 2022: Revenue of $71K, expenses of $93K, and assets of $1.2M (revenue -73.2% year-over-year).
- 2021: Revenue of $263K, expenses of $114K, and assets of $1.4M (revenue +34.8% year-over-year).
- 2020: Revenue of $195K, expenses of $115K, and assets of $1.2M (revenue -2.9% year-over-year).
- 2019: Revenue of $201K, expenses of $94K, and assets of $1.1M (revenue +14.8% year-over-year).
- 2018: Revenue of $175K, expenses of $97K, and assets of $1.0M (revenue +31.0% year-over-year).
- 2017: Revenue of $134K, expenses of $93K, and assets of $1.1M (revenue +52.6% year-over-year).
- 2016: Revenue of $88K, expenses of $85K, and assets of $981K (revenue +137.0% year-over-year).
- 2015: Revenue of $37K, expenses of $90K, and assets of $933K (revenue -77.0% year-over-year).
- 2014: Revenue of $160K, expenses of $77K, and assets of $977K (revenue +47.9% year-over-year).
- 2013: Revenue of $108K, expenses of $80K, and assets of $922K (revenue +13.5% year-over-year).
- 2012: Revenue of $96K, expenses of $79K, and assets of $866K (revenue +25.7% year-over-year).
- 2011: Revenue of $76K, expenses of $97K, and assets of $801K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Fort Atkinson Historical Society:
Data Sources and Methodology
This transparency report for Fort Atkinson Historical Society is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.