Sacred Heart Area Historical Society (EIN 411856993) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Phone

3207658868

Tax Period

2025-01-01 to 2025-12-31

Sacred Heart Area Historical Society, founded in 1997, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $59K in total revenue in fiscal year 2025. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $42K, a strong 71% operating margin.

Mission

TO COLLECT, PRESERVE, AND DISSEMINATE KNOWLEDGE ABOUT THE HISTORY OF THE SACRED HEART AREA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $47,011

Program Service Revenue $2,341

Investment Income $387

Other Revenue $8,861

TOTAL REVENUE $58,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,338

Other Expenses $16,813

TOTAL EXPENSES $16,813

Year-over-Year Comparison

	2025	2024	Change
Revenue	$58,600	$98,225	-0.4%
Expenses	$16,813	$25,215	-0.3%
Net Income	$41,787	$73,010	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
Marjorie Flaata	Social Director	9.00	Director	$0	$0	$0
Sonja Thune	Executive and Publicity Director	45.00	Director	$0	$0	$0
Gretchen Eliason	Treasurer	15.00	Director	$0	$0	$0
Russ Schneewind	Properties Director	2.00	Director	$0	$0	$0
Liz Lanning	Vice President	2.00	Officer Director	$0	$0	$0
Valerie Kingstrom	Secretary	16.00	Officer Director	$0	$0	$0
Jim Knutson	N/A	4.00	Director	$0	$0	$0
Marlys Daerda	N/A	6.00	Director	$0	$0	$0
Elaine Johnson	N/A	8.00	Director	$0	$0	$0
Marilyn Agre	N/A	4.00	Director	$0	$0	$0
Michael Johnson	President	2.00	Officer	$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	$58,600	$16,813	$1,488,527	$41,787
2024	$98,225	$25,215	$1,446,740	$73,010
2023	$189,381	$13,740	$1,373,730	$175,641
2022	$399,783	$12,495	$1,198,089	$387,288
2021	$155,582	$14,988	$810,801	$140,594
2020	$201,199	$10,759	$670,207	$190,440
2020	$201,199	$153,706	$301,501	$47,493
2019	$209,975	$18,178	$479,767	$191,797

Sacred Heart Area Historical Society