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Winnetka Historical Society

aka Winnetka Historical Society   |   Winnetka, IL   |  www.winnetkahistory.org
GuideStar Charity Check

Winnetka Historical Society

EIN: 36-6110212


Mission

In order to strengthen our community and increase civic pride the Winnetka Historical Society honors and preserves the village’s heritage, gathers and shares the artifacts and stories of its past, and fosters meaningful connections among Winnetkans and the broader community.

Ruling year info

1955

Executive Director

Mary Trieschmann

Main address

PO Box 365

Winnetka, IL 60093 USA

Show more contact info

EIN

36-6110212

Subject area info

Historic preservation

Population served info

Adults

Families

NTEE code info

Historical Societies & Historic Preservation (A82)

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Tours

Visit the Winnetka Historical Society’s Schmidt-Burnham Log House and join us for old-fashioned fun. Tour our c.1837 log house and learn from costumed docents about the families who lived there and what our community was like 180 years ago.

Population(s) Served
Adults
Families

Where we work

Financials

Winnetka Historical Society
Fiscal year: Jan 01 - Dec 31
Financial documents
2018 Audit 2018
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

62.92

Average of 129.13 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

9.6

Average of 11.7 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

8%

Average of 5% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Winnetka Historical Society

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Winnetka Historical Society

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Winnetka Historical Society

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Winnetka Historical Society’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $33,465 $16,328 $92,516 $93,003 $40,259
As % of expenses 21.4% 8.5% 63.1% 42.2% 13.6%
Unrestricted surplus (deficit) after depreciation -$11,935 -$29,359 $47,004 $37,047 -$5,760
As % of expenses -5.9% -12.3% 24.5% 13.4% -1.7%
Revenue composition info
Total revenue (unrestricted & restricted) $196,072 $209,771 $172,043 $313,273 $335,453
Total revenue, % change over prior year 23.6% 7.0% -18.0% 82.1% 7.1%
Program services revenue 11.4% 10.2% 7.1% 6.6% 7.0%
Membership dues 13.1% 7.9% 0.0% 0.0% 0.0%
Investment income 0.2% 0.3% 0.4% 0.0% 0.0%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 75.1% 75.7% 92.1% 90.0% 92.9%
Other revenue 0.2% 5.9% 0.4% 3.4% 0.1%
Expense composition info
Total expenses before depreciation $156,140 $192,768 $146,661 $220,145 $296,131
Total expenses, % change over prior year 1.6% 23.5% -23.9% 50.1% 34.5%
Personnel 49.9% 41.9% 59.3% 54.1% 50.8%
Professional fees 0.0% 0.0% 1.7% 0.5% 0.0%
Occupancy 0.0% 0.0% 0.0% 0.0% 1.8%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 13.0% 0.0% 0.0% 0.0%
All other expenses 50.1% 45.1% 39.0% 45.4% 47.4%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $201,540 $238,455 $192,173 $276,101 $342,150
One month of savings $13,012 $16,064 $12,222 $18,345 $24,678
Debt principal payment $0 $0 $0 $8,600 $0
Fixed asset additions $53,078 $0 $0 $0 $0
Total full costs (estimated) $267,630 $254,519 $204,395 $303,046 $366,828

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 10.4 9.4 15.7 12.9 9.6
Months of cash and investments 10.4 9.4 15.7 12.9 9.6
Months of estimated liquid unrestricted net assets 5.2 5.2 14.0 12.7 9.4
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $134,817 $151,323 $191,901 $236,704 $236,700
Investments $0 $0 $0 $0 $0
Receivables $0 $0 $0 $0 $0
Gross land, buildings, equipment (LBE) $1,863,436 $1,863,436 $1,877,552 $1,898,837 $1,939,934
Accumulated depreciation (as a % of LBE) 37.5% 39.9% 42.1% 44.5% 46.0%
Liabilities (as a % of assets) 0.0% 0.1% 2.3% 0.2% 0.3%
Unrestricted net assets $1,232,356 $1,202,997 $1,250,001 $1,287,048 $1,281,288
Temporarily restricted net assets $66,991 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $66,991 $66,991 $0 $0 $0
Total net assets $1,299,347 $1,269,988 $1,250,001 $1,287,048 $1,281,288

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Mary Trieschmann

Number of employees

Source: IRS Form 990

Winnetka Historical Society

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Winnetka Historical Society

Board of directors
as of 02/07/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Ms. Holly Marihugh

Holly Marihugh

Tom Flemma

North Shore Country Day School

Joan Evanich

Peter Tyor

Helen Weaver

Mary Westerman

Paige Dooley

Compass

Timothy Ring

Susan Sullivan

At-Properties

Carrie Hoza

Bratschi Plumbing

Kristen Kleinops

Karen Vorwald

Jim Carroll

Brad McLane

James Herrmann

Organizational demographics

SOURCE: Self-reported; last updated 2/7/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data

Disability