ISANTI COUNTY HISTORICAL 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

1964

Legal Domicile

Principal Officer

SAM KLOCKSIEN

Phone

7636894229

Tax Period

2025-01-01 to 2025-12-31

ISANTI COUNTY HISTORICAL SOCIETY, founded in 1964, is a small nonprofit that reported $126K in total revenue in fiscal year 2025. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 32% 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.

Program Service Accomplishments

Program 1

Expenses: $60,038 Revenue: $573

MAINTAIN COUNTY HISTORICAL ARTIFACTS, BOTH THE EXEC DIRECTOR AND TEACHERS GET PAID TO EDUCATE GROUPS & TOURS ARE GIVEN ON COUNTY HISTORY, THIS IS ALSO DONE VIA AN OUTREACH PROGRAM. THE ORGANIZATION PROVIDES HISTORICAL COUNTY EVENTS THAT PARTICIPANTS CAN EXPERIENCE & THEY MAINTAIN OLD HISTORIC RECORDS. IN 2025, THE ORGANIZATION PROVIDED HISTORICAL TOURS AND PROGRAMMING FOR APPROXIMATELY 3,500 VISITORS FROM AREA SCHOOLS, COUNTY ORGANIZATIONS, BUSINESSES AND CHURCHES.THE ORGANIZATION CONTINUES TO UPDATE AND MAINTAIN THE BUILDINGS.

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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 $99,753

Program Service Revenue $573

Investment Income $1,868

Other Revenue $23,546

TOTAL REVENUE $125,740

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,609

Fundraising Expenses $3,656

Program Expenses $60,038

Other Expenses $58,020

TOTAL EXPENSES $85,629

Year-over-Year Comparison

	2025	2024	Change
Revenue	$125,740	$82,449	+0.5%
Expenses	$85,629	$69,557	+0.2%
Net Income	$40,111	$12,892	+2.1%

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
BARBARA BAAR	SECRETARY	3.00	Officer Director	$0	$0	$0
PAM BAAR	TREASURER	4.00	Officer Director	$0	$0	$0
TODD CHRISTENSEN	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL CRAMER	DIRECTOR	2.00	Director	$0	$0	$0
KEITH ENGSTROM	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT FEALY-LAYER	PRESIDENT	5.00	Officer Director	$0	$0	$0
CLARK JOSLIN	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA KERKOW	DIRECTOR	4.00	Director	$0	$0	$0
SAM KLOCKSIEN	EXECUTIVE DI	40.00	Director	$0	$0	$0
LARRY KLUCK	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
KELLY LILLEMOEN	DIRECTOR	3.00	Director	$0	$0	$0
KRIS PARKER	DIRECTOR	2.00	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
2025	$125,740	$85,629	$422,663	$40,111
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