BIG STONE COUNTY HISTORICAL SOCIETY (EIN 411283076) - 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

1976

Legal Domicile

Principal Officer

DON LUNDELL

Tax Period

2023-01-01 to 2023-12-31

BIG STONE COUNTY HISTORICAL SOCIETY, founded in 1976, is a micro nonprofit that reported $53K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 35% operating margin.

Mission

TO PROMOTE AND PRESERVE THE HISTORY OF THE SURROUNDING AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $51,972

Program Service Revenue $649

Investment Income $4

Other Revenue $0

TOTAL REVENUE $52,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,835

Fundraising Expenses $0

Program Expenses $33,843

Other Expenses $21,140

TOTAL EXPENSES $33,975

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,625	$33,821	+0.6%
Expenses	$33,975	$41,891	-0.2%
Net Income	$18,650	$-8,070	-3.3%

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
DAN STORES	DIRECTOR	0.00	Director	$0	$0	$0
FLORENCE HOLKER	DIRECTOR	0.00	Director	$0	$0	$0
DON FELTON	DIRECTOR	0.00	Director	$0	$0	$0
IVA LOU GILLESPIE	DIRECTOR	0.00	Director	$0	$0	$0
GALE MAY	DIRECTOR	0.00	Director	$0	$0	$0
RUTH HOFFMAN	DIRECTOR	0.00	Director	$0	$0	$0
DON LUNDELL	PRESIDENT	0.00	Officer Director	$0	$0	$0
LARRY HELGESON	SECRETARYTREASURER	10.00	Officer Director	$0	$0	$0
BRUCE SWIGERD	VICE PRESIDENT	0.00	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	No data	No data	No data	No data
2023	$52,625	$33,975	$147,306	$18,650
2022	$33,821	$41,891	$128,656	$-8,070
2021	$34,093	$40,045	$136,726	$-5,952
2020	$29,900	$23,694	$142,678	$6,206
2019	$34,493	$31,717	$136,472	$2,776
2018	$35,191	$34,403	$133,696	$788

BIG STONE COUNTY HISTORICAL SOCIETY