STEARNS COUNTY HISTORICAL SOCIETY (EIN 411315033) - 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

1975

Legal Domicile

Principal Officer

STEPHANIE PETERSON

Phone

3202538424

Tax Period

2024-01-01 to 2024-12-31

STEARNS COUNTY HISTORICAL SOCIETY, founded in 1975, is a small nonprofit in the Arts, Culture & Humanities sector that reported $993K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $954K left a modest 4% surplus.

Mission

THE STEARNS HISTORY MUSEUM CONNECTS PEOPLE TO THE POWER OF HISTORY AND CULTURE BY COLLECTING, PRESERVING, AND INTERPRETING ITS HISTORICAL AND CULUTRAL REOSOURCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $866,429

Program Service Revenue $19,595

Investment Income $32,141

Other Revenue $74,648

TOTAL REVENUE $992,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $589,024

Fundraising Expenses $93,454

Program Expenses $794,292

Other Expenses $364,494

TOTAL EXPENSES $953,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$992,813	$857,390	+0.2%
Expenses	$953,518	$1,074,583	-0.1%
Net Income	$39,295	$-217,193	-1.2%

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

Volunteers

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

$77,319

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE RINDELAUB	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK RAU	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BERTRAM	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH REISINGER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER LEHMAN	DIRECTOR	1.00	Director	$0	$0	$0
JIM SCHLENNER	DIRECTOR	1.00	Director	$0	$0	$0
DORRAINE LARISON	DIRECTOR	1.00	Director	$0	$0	$0
DEREK LARSON	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN PALMER	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE PETERSON	CHAIR	1.00	Officer Director	$0	$0	$0
WHITNEY LOUGHEED	DIRECTOR	1.00	Director	$0	$0	$0
DAN REA	DIRECTOR	1.00	Director	$0	$0	$0
JOANN EVENSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WOLAK	DIRECTOR	1.00	Director	$0	$0	$0
AMY DEGERSTROM	EXECUTIVE DIRECTOR	40.00	Officer	$77,319	$0	$77,319

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	$992,813	$953,518	$1,390,888	$39,295
2023	$857,390	$1,074,583	$1,391,744	$-217,193
2022	$1,004,635	$955,751	$1,590,373	$48,884
2021	$959,647	$915,289	$1,632,705	$44,358
2020	$832,736	$868,344	$1,708,263	$-35,608
2019	$894,361	$937,385	$1,456,716	$-43,024
2018	$963,782	$830,441	$1,460,117	$133,341

STEARNS COUNTY HISTORICAL SOCIETY