Germans from Russia Heritage Society (EIN 237101332) - Form 990 Financial Analysis & Trantor Score

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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

1970

Legal Domicile

Principal Officer

Curtis Mertz

Phone

7012236167

Tax Period

2025-01-01 to 2025-12-31

Germans from Russia Heritage Society, founded in 1970, is a small nonprofit that reported $355K in total revenue in fiscal year 2025. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $124K, a strong 35% operating margin.

Mission

The society accumulates and makes available to members and the general public data preserving the history and heritage of this unique group

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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 (2025)

Revenue Breakdown

Contributions & Grants $205,634

Program Service Revenue $15,965

Investment Income $107,068

Other Revenue $25,866

TOTAL REVENUE $354,533

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,265

Fundraising Expenses $0

Program Expenses $165,296

Other Expenses $116,538

TOTAL EXPENSES $230,803

Year-over-Year Comparison

	2025	2024	Change
Revenue	$354,533	$441,971	-0.2%
Expenses	$230,803	$166,505	+0.4%
Net Income	$123,730	$275,466	-0.6%

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

Volunteers

300

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
CURTIS MERTZ	President	10.00	Officer Director	$0	$0	$0
VALERIE INGRAM STEWART	Vice President	2.00	Officer Director	$0	$0	$0
YVONNE HAEFNER	Secretary	2.00	Officer Director	$0	$0	$0
DON HECK	Treasurer	5.00	Officer Director	$0	$0	$0
BETTY NORDENG	Director	1.00	Director	$0	$0	$0
BRIAN GEFROH	Director	1.00	Director	$0	$0	$0
PLACID GROSS	Director	1.00	Director	$0	$0	$0
CAMERON NICKLAUS	Director	1.00	Director	$0	$0	$0
DAVID FEIST	Director	1.00	Director	$0	$0	$0
DENNIS ROTH	Director	1.00	Director	$0	$0	$0
FREDRICK ISAAC	Director	1.00	Director	$0	$0	$0
JACK UNGER	Director	1.00	Director	$0	$0	$0
JANET NETZ	Director	1.00	Director	$0	$0	$0
KATHY STYC	Director	1.00	Director	$0	$0	$0
KAY CAREY	Director	1.00	Director	$0	$0	$0
KEN MESSMER	Director	2.00	Director	$0	$0	$0
KEN VOGELE	Director	1.00	Director	$0	$0	$0
LINDA PEDERSEN	Director	1.00	Director	$0	$0	$0
LINDA FALK	Director	1.00	Director	$0	$0	$0
MARGARET HEIGHT	Director	1.00	Director	$0	$0	$0
PHIL KAMBEITZ	Director	1.00	Director	$0	$0	$0
PETER GOLDADE	Director	1.00	Director	$0	$0	$0
RON SCHERBENSKI	Director	1.00	Director	$0	$0	$0
ROBERT ELL	Director	1.00	Director	$0	$0	$0
SUNDAE SIMONS	Director	1.00	Director	$0	$0	$0
TIM JANZEN	Director	1.00	Director	$0	$0	$0
KIM KRAUSHER	Director	1.00	Director	$0	$0	$0
MARY KOST	Director	1.00	Director	$0	$0	$0
NICOLLE BAILEY	Director	1.00	Director	$0	$0	$0
ALICE DELZER	Director	1.00	Director	$0	$0	$0
DOREY MCGEE	Director	1.00	Director	$0	$0	$0
BARBARA SCHENK	Director	1.00	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	$354,533	$230,803	$2,997,722	$123,730
2024	$441,971	$166,505	$2,789,143	$275,466
2023	$477,021	$264,694	$2,477,081	$212,327
2022	$493,957	$216,827	$2,204,155	$277,130
2021	$215,096	$241,263	$2,052,200	$-26,167
2020	$384,610	$223,611	$2,036,928	$160,999

Germans from Russia Heritage Society