STATE HISTORICAL SOCIETY OF NORTH DAKOTA FOUNDATION (EIN 237305181) - 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

1965

Legal Domicile

Principal Officer

DALE LENNON

Phone

7012221966

Tax Period

2024-07-01 to 2025-06-30

STATE HISTORICAL SOCIETY OF NORTH DAKOTA FOUNDATION, founded in 1965, is a community nonprofit that reported $6.4M in total revenue in fiscal year 2024. Revenue surged 1212% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.7M, a strong 89% operating margin.

Mission

THE STATE HISTORICAL SOCIETY OF NORTH DAKOTA FOUNDATION EXISTS TO SECURE PRIVATE FUNDING TO SUPPORT THE STATE HISTORICAL SOCIETY OF NORTH DAKOTA IN IDENTIFYING, PRESERVING, INTERPRETING, AND PROMOTING NORTH DAKOTA HISTORY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,151,651

Program Service Revenue $94,928

Investment Income $125,243

Other Revenue $12,074

TOTAL REVENUE $6,383,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $333,737

Fundraising Expenses $7,022

Program Expenses $287,805

Other Expenses $362,221

TOTAL EXPENSES $695,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,383,896	$486,543	+12.1%
Expenses	$695,958	$407,813	+0.7%
Net Income	$5,687,938	$78,730	+71.2%

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

$173,457

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALE LENNON	EXECUTIVE DI	40.00	Officer	$124,767	$48,690	$173,457
BRUCE DOLEZAL	PRESIDENT	3.00	Officer Director	$0	$0	$0
TWYLA BAKER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DARRELL DORGAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JAN MURTHA	TREASURER	3.00	Officer Director	$0	$0	$0
PAUL OLSON	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
JON MCMILLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ARMEN HANSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
JON ERICKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
NIKKI BERG BURIN	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN MURPHY	BOARD MEMBER	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	$6,383,896	$695,958	$8,256,058	$5,687,938
2024	$486,543	$407,813	$2,347,814	$78,730
2023	$328,142	$540,371	$2,166,970	$-212,229
2022	$1,393,018	$482,874	$2,367,875	$910,144
2021	$437,224	$376,954	$1,648,696	$60,270
2020	$834,739	$604,440	$1,551,956	$230,299
2019	$294,135	$484,650	$1,287,991	$-190,515
2018	$745,049	$1,102,443	$1,530,924	$-357,394

STATE HISTORICAL SOCIETY OF NORTH DAKOTA FOUNDATION