SIOUX COUNTY HISTORICAL SOCIETY

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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

1969

Legal Domicile

Principal Officer

ARLO VAN BEEK

Phone

7127377377

Tax Period

2023-05-01 to 2024-04-30

SIOUX COUNTY HISTORICAL SOCIETY, founded in 1969, is a micro nonprofit that reported $49K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21K, a strong 43% operating margin.

Mission

TO PRESERVE AND CELEBRATE THE RICH STORY OF NORTHWEST IOWA'S DUTCH IMMIGRANT HISTORY AND CULTURE.

Program Service Accomplishments

Program 1

Expenses: $27,869 Revenue: $7,366

GUIDED TOURS AND EXHIBITS TO EDUCATE THE PUBLIC ABOUT THE SETTLING AND ACCOMPLISHMENTS OF DUTCH IMMIGRANTS.

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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 $39,569

Program Service Revenue $7,366

Investment Income $1,800

Other Revenue $0

TOTAL REVENUE $48,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,869

Other Expenses $27,869

TOTAL EXPENSES $27,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,735	$35,508	+0.4%
Expenses	$27,869	$27,738	+0.0%
Net Income	$20,866	$7,770	+1.7%

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

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
ARLO VAN BEEK	BOARD PRESID	5.00	Officer Director	$0	$0	$0
SARA HUYSER	TREASURER	5.00	Officer Director	$0	$0	$0
GLENDA DEVRIES	SECRETARY	0.50	Officer Director	$0	$0	$0
AL DONALDSON	OFFICER	2.40	Director	$0	$0	$0
NAN REINKING	OFFICER	0.50	Director	$0	$0	$0
ABBY SITZMANN	OFFICER	0.50	Director	$0	$0	$0
JIM SCHAAP	OFFICER	0.50	Director	$0	$0	$0
SALLY THOMPSON	OFFICER	0.50	Director	$0	$0	$0
KALEB SCHROCK	OFFICER	0.50	Director	$0	$0	$0
KEITH FYNAARDT	OFFICER	0.50	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
2025	No data	No data	No data	No data
2024	$48,735	$27,869	$622,691	$20,866
2023	$35,508	$27,738	$594,754	$7,770
2022	$25,477	$15,727	$586,984	$9,750
2021	$531,804	$9,419	$577,234	$522,385