MARI SANDOZ HERITAGE SOCIETY

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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

2025-01-01 to 2025-12-31

MARI SANDOZ HERITAGE SOCIETY, founded in 1992, is a small nonprofit that reported $309K in total revenue in fiscal year 2025. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $152K, a strong 49% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $140,490

HELD ANNUAL PILSTER LECTURE AT CHADRON STATE COLLEGE WITH MORE THAN 100 ATTENDEES. PROVIDED SUPPORT TO UNIVERSITY OF NEBRASKA LIBRARIES/ARCHIVES TO CONTINUE DIGITIZATION OF MARI SANDOZ LETTERS...

HELD ANNUAL PILSTER LECTURE AT CHADRON STATE COLLEGE WITH MORE THAN 100 ATTENDEES. PROVIDED SUPPORT TO UNIVERSITY OF NEBRASKA LIBRARIES/ARCHIVES TO CONTINUE DIGITIZATION OF MARI SANDOZ LETTERS. PROVIDED SUPPORT FOR A WRITER'S FESTIVAL AND GRADUATE LEVEL CREATIVE WRITING SCHOLARSHIP AT WESTERN COLORADO UNIVERSITY.

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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 $80,188

Program Service Revenue $0

Investment Income $228,574

Other Revenue $0

TOTAL REVENUE $308,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,778

Fundraising Expenses $0

Program Expenses $140,490

Other Expenses $127,463

TOTAL EXPENSES $157,241

Year-over-Year Comparison

	2025	2024	Change
Revenue	$308,762	$217,709	+0.4%
Expenses	$157,241	$93,733	+0.7%
Net Income	$151,521	$123,976	+0.2%

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

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
HOLLY BOOMER	DIRECTOR	1.00	Director	$0	$0	$0
LEISL CARR-CHILDERS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY CHAMBERLIN	AT-LARGE OFF	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	INSTITUTIONA	1.00	Officer Director	$0	$0	$0
PEG GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
SAM HERLEY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL HOBBS	DIRECTOR	1.00	Director	$0	$0	$0
KURT KINBACHER	INSTITUTIONA	1.00	Officer Director	$0	$0	$0
DAN KUSEK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
RENEE LAEGREID	DIRECTOR	1.00	Director	$0	$0	$0
SYBIL MALMBERG	EMERITUS DIR	1.00	Director	$0	$0	$0
DAN MCGLYNN	DIRECTOR	1.00	Director	$0	$0	$0
GENON MURRAY	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	INSTITUTIONA	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
2025	$308,762	$157,241	$1,985,522	$151,521
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