LYON COUNTY HISTORICAL SOCIETY (EIN 411774342) - 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

1954

Legal Domicile

Principal Officer

JENNIFER ANDRIES

Phone

5075376580

Tax Period

2023-01-01 to 2023-12-31

LYON COUNTY HISTORICAL SOCIETY, founded in 1954, is a small nonprofit in the Public & Societal Benefit sector that reported $198K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 25% operating margin.

Mission

THE PURPOSE OF THE SOCIETY SHALL BE THE COLLECTION, PRESERVATION AND DISSEMINATION OF THE KNOWLEDGE ABOUT THE HISTORY OF LYON COUNTY AND TO RELATE IT TO THE HISTORY OF THE REGION AND THE STATE OF 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 $187,721

Program Service Revenue $843

Investment Income $5,226

Other Revenue $3,930

TOTAL REVENUE $197,720

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,912

Fundraising Expenses $31,919

Program Expenses $82,432

Other Expenses $73,628

TOTAL EXPENSES $147,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,720	$140,360	+0.4%
Expenses	$147,540	$145,663	+0.0%
Net Income	$50,180	$-5,303	-10.5%

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

$41,709

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER ANDRIES	EXECUTIVE DI	40.00	Officer	$38,980	$2,729	$41,709
PAMELA BUSH	DIRECTOR	1.00	Director	$0	$0	$0
DR JEFF KOLNICK	DIRECTOR	1.00	Director	$0	$0	$0
JAN LOUWAGIE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM PALMER	PRESIDENT	12.00	Officer Director	$0	$0	$0
JOHN SHERMAN	TREASURER	1.00	Officer Director	$0	$0	$0
MARILEE THOMAS	SECRETARY	2.00	Officer Director	$0	$0	$0
CASSI WEISS	DIRECTOR	1.00	Director	$0	$0	$0
CAROL WHITE	VICE-PRESIDE	2.00	Officer 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	$197,720	$147,540	$673,554	$50,180
2022	$140,360	$145,663	$614,465	$-5,303
2021	$150,675	$138,034	$637,845	$12,641
2020	$256,224	$134,098	$621,753	$122,126
2019	$371,283	$111,684	$521,269	$259,599

LYON COUNTY HISTORICAL SOCIETY