MARI SANDOZ HERITAGE SOCIETY (EIN 363879773) - 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

1992

Legal Domicile

Principal Officer

SHANNON SMITH

Phone

4024731831

Tax Period

2024-01-01 to 2024-12-31

MARI SANDOZ HERITAGE SOCIETY, founded in 1992, is a small nonprofit that reported $218K in total revenue in fiscal year 2024. Revenue surged 116% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 57% operating margin.

Mission

TO PRESERVE AND PROMOTE THE HERITAGE OF MARI SANDOZ AND HER LITERARY WORKS.

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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 $67,952

Program Service Revenue $0

Investment Income $149,757

Other Revenue $0

TOTAL REVENUE $217,709

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,929

Fundraising Expenses $0

Program Expenses $78,593

Other Expenses $61,804

TOTAL EXPENSES $93,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,709	$100,695	+1.2%
Expenses	$93,733	$132,583	-0.3%
Net Income	$123,976	$-31,888	-4.9%

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

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
BROC ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
SYBIL BERNDT	EMERITUS DIR	1.00	Director	$0	$0	$0
HOLLY BOOMER	GRANTS & AWA	1.00	Officer Director	$0	$0	$0
LEISL CARR-CHILDERS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY CHAMBERLIN	FIN. & DEV.	1.00	Officer Director	$0	$0	$0
ELIZABETH CHASE	EXECUTIVE SE	1.00	Director	$0	$0	$0
STEVEN COUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
MATT EVERTSON	AT-LARGE OFF	1.00	Officer Director	$0	$0	$0
DANIEL HOBBS	DIRECTOR	1.00	Director	$0	$0	$0
KAREN KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
KURT KINBACHER	DIRECTOR	1.00	Director	$0	$0	$0
DAN KUSEK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
RENEE LAEGREID	DIRECTOR	1.00	Director	$0	$0	$0
DAN MCGLYNN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NESHEIM	DIRECTOR	1.00	Director	$0	$0	$0
LAURA PRITCHETT	DIRECTOR	1.00	Director	$0	$0	$0
GABRIELLA PRUITT-SANTOS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ROCKEY	TREASURER	1.00	Officer Director	$0	$0	$0
LYNN ROPER	PRESIDENT EM	1.00	Officer Director	$0	$0	$0
SHANNON SMITH	PRESIDENT	5.00	Officer Director	$0	$0	$0
HEATHER STAUFFER	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS STEINKE	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN TYE	DIRECTOR	1.00	Director	$0	$0	$0
JILLIAN WENBERG	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
2024	$217,709	$93,733	$1,865,083	$123,976
2023	$100,695	$132,583	$1,492,813	$-31,888
2022	$86,336	$128,376	$1,323,157	$-42,040
2021	$132,195	$100,649	$1,750,560	$31,546
2020	$35,528	$73,370	$1,577,065	$-37,842
2019	$111,739	$104,942	$1,438,497	$6,797
2018	$86,232	$80,477	$1,431,701	$5,755

MARI SANDOZ HERITAGE SOCIETY