Barnes Area Historical Association
Nonprofit profile at a glance
- EIN
- 223921221
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2011
- Location
- Barnes, WI, USA
- Phone
- 4142543060
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $19,203
- Expenses
- $23,669
- Assets
- $289,982
- Liabilities
- $29,836
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- STEVE LYNCH (PRESIDENT)
- LARRY BERGMAN (VICE PRESIDENT)
People named in this filing
- STEVE LYNCH (PRESIDENT)
- LU PEET (SECRETARY)
- LARRY BERGMAN (VICE PRESIDENT)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Education & preserving the history of the barnes area
What it reported doing in 2024
The organization educates in collecting, identifying, preserving, and disseminating knowledge and history relating to the barnes area.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 82
- Sustainability: 46
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.7%; rating input score 86
- Program expense ratio: 69.2%; rating input score 69
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -23.3%; rating input score 21; 21st percentile among comparable filings
- Total-asset coverage ratio: 12.25; rating input score 93; 93rd percentile among comparable filings
- Liabilities to assets ratio: 0.1; rating input score 17; 17th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 3.6% per year; rating input score 100; 59th percentile among comparable filings
- Revenue growth: -0.1% per year; rating input score 0; 51st percentile among comparable filings
- Asset growth: 3.2% per year; rating input score 100; 51st percentile among comparable filings
Details
- Where the money goes: 85.7% of revenue deployed · 69.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $16K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 11 filing years from 2012 to 2024
- 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.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 21/100.
- High — Sustainability: Liabilities to assets ratio scored 17/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.