DAKOTA COUNTY HISTORICAL SOCIETY (EIN 411318150) - 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

1978

Legal Domicile

Principal Officer

STEVE COOK

Phone

6515527548

Tax Period

2023-01-01 to 2023-12-31

DAKOTA COUNTY HISTORICAL SOCIETY, founded in 1978, is a small nonprofit in the Arts, Culture & Humanities sector that reported $472K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

DAKOTA COUNTY HISTORICAL SOCIETY EXISTS TO PRESERVE, INTERPRET AND PROMOTE THE HISTORY OF DAKOTA COUNTY, MINNESOTA.

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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 $381,187

Program Service Revenue $67,628

Investment Income $8,334

Other Revenue $14,427

TOTAL REVENUE $471,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $271,928

Fundraising Expenses $11,591

Program Expenses $443,962

Other Expenses $222,132

TOTAL EXPENSES $494,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$471,576	$338,148	+0.4%
Expenses	$494,060	$391,908	+0.3%
Net Income	$-22,484	$-53,760	-0.6%

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

100

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

$67,485

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW CARTER	EXECUTIVE DI	40.00	Officer	$62,777	$4,708	$67,485
BETH BAUMEISTER	TRUSTEE	2.00	Director	$0	$0	$0
RENATA CAPONI	TRUSTEE	2.00	Director	$0	$0	$0
STEVE COOK	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOE DIERKES	TRUSTEE	2.00	Director	$0	$0	$0
JIMMY FRANCIS	TRUSTEE	2.00	Director	$0	$0	$0
MARYALYCE MCCABE	TRUSTEE	2.00	Director	$0	$0	$0
LOU MICHAELS	TRUSTEE	2.00	Director	$0	$0	$0
DON PARKER	TRUSTEE	2.00	Director	$0	$0	$0
NANCY SCHOUWEILER	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
NICOLE SINDELAR	TRUSTEE	2.00	Director	$0	$0	$0
STEVE STREMSKI	TREASURER	5.00	Officer Director	$0	$0	$0
SUSAN TAPLE	SECRETARY	5.00	Officer Director	$0	$0	$0
GERALD WILLIAMS	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$471,576	$494,060	$696,332	$-22,484
2022	$338,148	$391,908	$594,151	$-53,760
2021	$337,851	$346,070	$627,136	$-8,219
2020	$422,988	$348,852	$571,060	$74,136
2019	$359,780	$350,709	$503,163	$9,071
2018	$310,496	$314,423	$479,176	$-3,927

DAKOTA COUNTY HISTORICAL SOCIETY