ANOKA COUNTY HISTORICAL SOCIETY (EIN 411375036) - 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

1966

Legal Domicile

Principal Officer

REBECCA DESENS

Phone

7634210600

Tax Period

2023-01-01 to 2023-12-31

ANOKA COUNTY HISTORICAL SOCIETY, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $263K in total revenue in fiscal year 2023. Expenses of $344K exceeded revenue, resulting in a 31% operating deficit.

Mission

OUR MISSION IS TO GATHER, PRESERVE AND SHARE THE STORIES OF ALL THE PEOPLE AND COMMUNITIES THAT ARE PART OF ANOKA COUNTY. VALUES STATEMENT: THE ANOKA COUNTY HISTORICAL SOCIETY IS AN INCLUSIVE ORGANIZATION ACCOUNTABLE FOR PRESENTING AND CELEBRATING BOTH THE TOLD AND UNTOLD STORIES OF ANOKA COUNTY. WE INVITE PEOPLE TO JOIN US ON THIS JOURNEY TO IGNITE CURIOSITY ABOUT THE PAST AND TO UNDERSTAND OUR SHARED EXPERIENCES.

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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 $201,799

Program Service Revenue $41,879

Investment Income $19,034

Other Revenue $579

TOTAL REVENUE $263,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $225,109

Fundraising Expenses $50,541

Program Expenses $168,668

Other Expenses $118,976

TOTAL EXPENSES $344,085

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,291	$266,176	0.0%
Expenses	$344,085	$306,668	+0.1%
Net Income	$-80,794	$-40,492	+1.0%

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

$72,568

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA DESENS	EXECUTIVE DI	40.00	Officer	$72,568	$0	$72,568
RICH OXLEY	PRESIDENT	4.00	Officer Director	$0	$0	$0
STEVE FLORMAN	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
ORVILLE LINDQUIST	TREASURER	4.00	Officer Director	$0	$0	$0
DARYL LAWRENCE	SECRETARY	2.00	Officer Director	$0	$0	$0
LOTUS HUBBARD	SECRETARY	2.00	Officer Director	$0	$0	$0
DENNIS BERG	DIRECTOR	3.00	Director	$0	$0	$0
BRAD LETOURNEAU THRU 223	DIRECTOR	1.00	Director	$0	$0	$0
MADISON MCNAMARA	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA NELSON	DIRECTOR	3.00	Director	$0	$0	$0
SCOTT NOLAN	DIRECTOR	1.00	Director	$0	$0	$0
AL PEARSON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL PIERCE III THRU 523	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON SCHMITT	DIRECTOR	2.00	Director	$0	$0	$0
WES VOLKENANT	DIRECTOR	2.00	Director	$0	$0	$0
MANDY MEISNER	DIRECTOR	1.00	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	$263,291	$344,085	$666,916	$-80,794
2022	$266,176	$306,668	$717,969	$-40,492
2021	$288,243	$259,187	$829,429	$29,056
2020	$258,083	$280,884	$828,184	$-22,801
2019	$257,460	$281,780	$766,633	$-24,320
2018	$260,595	$318,532	$804,839	$-57,937

ANOKA COUNTY HISTORICAL SOCIETY