Golden Valley Historical Society (EIN 237436365) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

Steve Schmidgall

Tax Period

2023-09-01 to 2024-08-31

Golden Valley Historical Society, founded in 1974, is a small nonprofit that reported $137K in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. Expenses of $171K exceeded revenue, resulting in a 25% operating deficit.

Mission

Collect, Preserve and Diseminate the City of Golden Valley Artifacts

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $132,978

Program Service Revenue $0

Investment Income $3,810

Other Revenue $0

TOTAL REVENUE $136,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,643

Other Expenses $171,166

TOTAL EXPENSES $171,166

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,788	$82,536	+0.7%
Expenses	$171,166	$117,929	+0.5%
Net Income	$-34,378	$-35,393	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
Denise LaMere-Anderson	City Council Liaison	5.00	Director	$0	$0	$0
Jim Elert	Director	3.00	Director	$0	$0	$0
Nick Thorson	Director	4.00	Director	$0	$0	$0
Lin Nelson-Mayson	Vice President	8.00	Director	$0	$0	$0
Donald Anderson	Director	2.00	Director	$0	$0	$0
Kenneth Huber	Director	2.00	Director	$0	$0	$0
Emily Dietle	President	8.00	Officer Director	$0	$0	$0
David Kuball	Treasurer	8.00	Officer Director	$0	$0	$0
Steve Schmidgall	Secretary	5.00	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	$136,788	$171,166	$513,683	$-34,378
2023	$82,536	$117,929	$553,616	$-35,393
2022	$106,095	$141,973	$589,009	$-35,878
2021	$83,266	$133,887	$624,887	$-50,621
2020	$95,881	$139,065	$675,508	$-43,184
2019	$80,660	$168,203	$718,692	$-87,543

Golden Valley Historical Society