MCKENZIE COUNTY HERITAGE ASSOCIATIO (EIN 363939764) - 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

Legal Domicile

Principal Officer

LEROY LILLIBRIDGE

Phone

7016099894

Tax Period

2025-01-01 to 2025-12-31

MCKENZIE COUNTY HERITAGE ASSOCIATIO is a community nonprofit in the Unknown sector that reported $1.2M in total revenue in fiscal year 2025. Revenue surged 349% from the prior year, signaling strong growth momentum. The organization ran a surplus of $954K, a strong 77% operating margin.

Mission

THE PRIMARY PURPOSE OF THE MCKENZIE COUNTY HERITAGE ASSOCIATION IS TO PRESERVE THE AREA'S HERITAGE THROUGH EDUCATION AND ENTERTAINMENT.

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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 $1,228,015

Program Service Revenue $0

Investment Income $13,084

Other Revenue $0

TOTAL REVENUE $1,241,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $98,852

Fundraising Expenses $0

Program Expenses $287,222

Other Expenses $188,370

TOTAL EXPENSES $287,222

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,241,099	$276,293	+3.5%
Expenses	$287,222	$284,884	+0.0%
Net Income	$953,877	$-8,591	-112.0%

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

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
MARCIA HELLANDSAAS	SEC/TREASURE	N/A	Officer	$0	$0	$0
LEROY LILLIBRIDGE	PRESIDENT	N/A	Officer	$0	$0	$0
HUGH STEVENSON	VP	N/A	Officer	$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	$1,241,099	$287,222	$3,385,024	$953,877
2024	$276,293	$284,884	$2,431,535	$-8,591
2023	$575,141	$246,259	$2,428,842	$328,882
2022	$648,632	$183,694	$2,388,709	$464,938
2021	$1,660,144	$118,309	$1,923,124	$1,541,835
2020	$656,019	$699,021	$379,830	$-43,002
2019	$235,815	$140,523	$412,731	$95,292

MCKENZIE COUNTY HERITAGE ASSOCIATIO