WADENA 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

1948

Legal Domicile

Principal Officer

Jeb Willis

Phone

2186319079

Tax Period

2025-01-01 to 2025-12-31

WADENA COUNTY HISTORICAL SOCIETY, founded in 1948, is a small nonprofit in the Arts, Culture & Humanities sector that reported $152K in total revenue in fiscal year 2025. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $79K, a strong 52% operating margin.

Mission

Historical Society

Program Service Accomplishments

Program 1

General Historical Society amd Muesum work and information center Educational programs for schools, nursing homes and general publi collection, management, preservation and research

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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 $146,308

Program Service Revenue $0

Investment Income $5,673

Other Revenue $10

TOTAL REVENUE $151,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,608

Fundraising Expenses $0

Other Expenses $43,126

TOTAL EXPENSES $72,734

Year-over-Year Comparison

	2025	2024	Change
Revenue	$151,991	$98,368	+0.5%
Expenses	$72,734	$56,790	+0.3%
Net Income	$79,257	$41,578	+0.9%

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

N/A

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
Jeb Willis	EXECUTIVE DIRECTOR	20.00	Officer	$0	$0	$0
Nedra Bertram	Manager	30.00	Highest	$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	$151,991	$72,734	$593,902	$79,257
2024	$98,368	$56,790	$502,896	$41,578