Amery Area Historical Society and Museum Inc

Nonprofit profile at a glance

EIN
391992184
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Amery, WI, USA
Phone
7156071898
Rating
63
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$62,393
Expenses
$27,177
Assets
$179,102

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • JIM MEYER (PRESIDENT)

People named in this filing

  • JIM MEYER (PRESIDENT)
  • APRIL ZIEMER (VICE PRESIDE)
  • DIANNA WISE-HALEY (SECRETARY/TR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the organization shall be the collection, preservation and dissemination of materials and information relating to the history of amery, Wisconsin and its surrounding area.

What it reported doing in 2025

The organization collected, preserved, exhibited & disseminated historical material that helped illustrate the history of amery area, Wisconsin. The organization held meetings and forums and published historical documents.

Operating model

Revenue model
Donor-supported. 78% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 48
  • Transparency & Controls: 82
  • Sustainability: 75
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 32.2%; rating input score 32
  • Program expense ratio: 73.7%; rating input score 74

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 56.4%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 6.59; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 29.9% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: -24.8% per year; rating input score 0; 13th percentile among comparable filings
  • Asset growth: -7.9% per year; rating input score 0; 20th percentile among comparable filings

Details

  • Where the money goes: 32.2% of revenue deployed · 73.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $20K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.