FILLMORE COUNTY HISTORICAL SOCIETY (EIN 411512338) - 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

1934

Legal Domicile

Principal Officer

DUANE BAKKE

Phone

5072684449

Tax Period

2021-01-01 to 2021-12-31

FILLMORE COUNTY HISTORICAL SOCIETY, founded in 1934, is a small nonprofit that reported $105K in total revenue in fiscal year 2021. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $92K left a modest 13% surplus.

Mission

TO COLLECT, PRESERVE, AND INTERPRET THE HERITAGE OF FILLMORE COUNTY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $90,761

Program Service Revenue $1,095

Investment Income $39

Other Revenue $13,468

TOTAL REVENUE $105,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,045

Fundraising Expenses $0

Program Expenses $73,111

Other Expenses $36,067

TOTAL EXPENSES $92,112

Year-over-Year Comparison

	2021	2020	Change
Revenue	$105,363	$72,059	+0.5%
Expenses	$92,112	$67,054	+0.4%
Net Income	$13,251	$5,005	+1.6%

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

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
DUANE BAKKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHE HILL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TYLER NIELSEN	TREASURER	1.00	Officer Director	$0	$0	$0
SANDRA SEHA	SECRETARY	1.00	Officer Director	$0	$0	$0
GRETCHEN MENSINK-LOVEJOY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GLADY	DIRECTOR	1.00	Director	$0	$0	$0
JOSH KRAGE	DIRECTOR	1.00	Director	$0	$0	$0
SALLY JESKE	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY HANSON	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA VANDERPLAS	DIRECTOR	1.00	Director	$0	$0	$0
KIRK AFFELDT	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
2021	$105,363	$92,112	$290,061	$13,251
2020	$72,059	$67,054	$279,010	$5,005

FILLMORE COUNTY HISTORICAL SOCIETY