ISANTI COUNTY HISTORICAL SOCIETY (EIN 411287313) - 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

1964

Legal Domicile

Principal Officer

SAM KLOCKSIEN

Phone

7636894229

Tax Period

2023-01-01 to 2023-12-31

ISANTI COUNTY HISTORICAL SOCIETY, founded in 1964, is a small nonprofit that reported $142K in total revenue in fiscal year 2023. Revenue surged 163% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 51% operating margin.

Mission

MAINTAIN COUNTY HISTORICAL ARTIFACTS, EDUCATE ON COUNTY HISTORY, PROVIDE EVENTS THAT PARTICIPANTS CAN EXPERIENCE HISTORICAL EVENTS OF THE COUNTY, MAINTAIN OLD HISTORIC RECORDS.

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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 $89,473

Program Service Revenue $996

Investment Income $161

Other Revenue $51,446

TOTAL REVENUE $142,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,965

Fundraising Expenses $3,239

Program Expenses $46,301

Other Expenses $40,882

TOTAL EXPENSES $69,847

Year-over-Year Comparison

	2023	2022	Change
Revenue	$142,076	$53,993	+1.6%
Expenses	$69,847	$83,021	-0.2%
Net Income	$72,229	$-29,028	-3.5%

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

$45,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM KLOCKSIEN	EXECUTIVE DI	40.00	Director	$45,100	$0	$45,100
LISA ANGESKI	DIRECTOR	5.00	Director	$0	$0	$0
BARBARA BAAR	DIRECTOR	5.00	Director	$0	$0	$0
PAM BAAR	TREASURER	5.00	Officer Director	$0	$0	$0
KEITH ENGSTROM	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT FEALY-LAYER	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
JAMES JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
CLARK JOSLIN	DIRECTOR	5.00	Director	$0	$0	$0
KELLY LILLEMOEN	SECRETARY	5.00	Officer Director	$0	$0	$0
CONNIE LINDBERG	PRESIDENT	5.00	Officer Director	$0	$0	$0
KRIS PARKER	DIRECTOR	5.00	Director	$0	$0	$0
MIKE WARRING	DIRECTOR	5.00	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	No data	No data	No data	No data
2023	$142,076	$69,847	$370,167	$72,229
2022	$53,993	$83,021	$324,384	$-29,028
2021	$244,201	$65,925	$358,412	$178,276
2020	$55,205	$60,214	$182,007	$-5,009
2019	$69,633	$51,785	$187,885	$17,848
2018	$-67,410	$58,296	$172,592	$-125,706

ISANTI COUNTY HISTORICAL SOCIETY