WESTERN HERITAGE CENTER (EIN 237155997) - 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

1971

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

WESTERN HERITAGE CENTER, founded in 1971, is a small nonprofit that reported $386K in total revenue in fiscal year 2023. Expenses of $365K left a modest 5% surplus.

Mission

TO COLLECT, PRESERVE, AND TELL THE STORIES OF THE PEOPLE AND PLACES OF THE YELLOWSTONE RIVER VALLEY AND NORTHERN HIGH PLAINS REGION BY IMPLEMENTING COMPREHENSIVE ARTS AND HUMANITIES PROJECTS, PROGRAMS AND EXHIBITS BASED ON BROAD REGIONAL INTEREST AND NEEDS.

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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 $323,888

Program Service Revenue $33,034

Investment Income $14,393

Other Revenue $14,477

TOTAL REVENUE $385,792

Expense Breakdown

Grants Paid $0

Salaries & Benefits $232,030

Fundraising Expenses $33,399

Program Expenses $221,265

Other Expenses $133,055

TOTAL EXPENSES $365,085

Year-over-Year Comparison

	2023	2022	Change
Revenue	$385,792	$371,085	+0.0%
Expenses	$365,085	$381,324	0.0%
Net Income	$20,707	$-10,239	-3.0%

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

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

$66,346

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN KOOISTRA	EXECUTIVE DIRECTOR	40.00	Officer	$66,346	$0	$66,346
AMANDA ESCENE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS M WEBBER	DIRECTOR	1.00	Director	$0	$0	$0
JADE BAHR	DIRECTOR	1.00	Director	$0	$0	$0
ROSALYN VISSER	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD E SAUNDER	DIRECTOR	1.00	Director	$0	$0	$0
DR BRUCE WENDT	DIRECTOR	1.00	Director	$0	$0	$0
ALISA SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
CONRAD CARON	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHER SMITH SKELTON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CINDY LYLE	TREASURERSECRETARY	1.00	Officer 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
2024	$385,792	$365,085	$790,979	$20,707
2023	$371,088	$381,324	$775,773	$-10,236
2022	$390,551	$348,969	$776,268	$41,582
2021	$324,552	$325,729	$760,485	$-1,177
2020	$420,669	$303,652	$727,646	$117,017
2019	$330,216	$340,647	$618,642	$-10,431
2018	$325,712	$337,426	$633,665	$-11,714

WESTERN HERITAGE CENTER