MCLEOD 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

1952

Legal Domicile

Phone

3205872109

Tax Period

2025-01-01 to 2025-12-31

MCLEOD COUNTY HISTORICAL SOCIETY, founded in 1952, is a small nonprofit that reported $378K in total revenue in fiscal year 2025. Revenue surged 137% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 44% operating margin.

Mission

We are dedicated to connecting with the past, understanding the present, and making informed choices about the future by finding, preserving, explaining and sharing McLeod County History.

Program Service Accomplishments

Program 1

Expenses: $184,541

The museum collects, catalogs, and preserves artifacts for exhibit and for future reference. Museum visitors amount to 3,900 to 4,300 annually. An exhibit hall and artifact storage areas are...

The museum collects, catalogs, and preserves artifacts for exhibit and for future reference. Museum visitors amount to 3,900 to 4,300 annually. An exhibit hall and artifact storage areas are maintained in an environmentally protected setting with temperature and humidity controls. Visitors to the museum are provided with an education related to historical aspects of daily living and business operations related to McLeod County.

Program 2

Expenses: $2,264

Programs on historical topics an genealogical research are provided frequently. Attendance at these programs is about 1,500 to 1,800 annually. The museum also offers tours to school children, adult groups, and other organizations. Other programs provide attendees with information about the care and preservation of their personal items. Many programs focus on elements of McLeod County history. A specific theme is emphasized each year in programs, printed materials, and related exhibits.

Program 3

Expenses: $2,206

A comprehensive library and archives collection are maintained for use by researchers. Library contents included printed media, microfilms, photographs, and historical media. A dedicated group of...

A comprehensive library and archives collection are maintained for use by researchers. Library contents included printed media, microfilms, photographs, and historical media. A dedicated group of volunteers organizes, catalogs, and indexes material to provide ease of access. Volunteers also provide research to interested parties across the USA. Microfilm readers and printers are available for users as are computer terminals for online research. Volunteers assist researchers on site when requested. Reproduction of photographs, documents, and other material provided by copiers, scanners, and communication medial equipment.

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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 $280,920

Program Service Revenue $849

Investment Income $95,896

Other Revenue $0

TOTAL REVENUE $377,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,069

Fundraising Expenses $0

Program Expenses $189,011

Other Expenses $127,035

TOTAL EXPENSES $211,104

Year-over-Year Comparison

	2025	2024	Change
Revenue	$377,665	$159,204	+1.4%
Expenses	$211,104	$225,009	-0.1%
Net Income	$166,561	$-65,805	-3.5%

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

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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

$55,409

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Haines	Executive Director	40.00	Director	$55,409	$0	$55,409
Pat Engelmann	Vice President	1.00	Officer Director	$0	$0	$0
Dale Ewald	Treasurer	0.50	Officer Director	$0	$0	$0
Mary Jo Schimmelpfennig	Director	0.50	Officer Director	$0	$0	$0
Gary Lenz	President	0.50	Director	$0	$0	$0
Mavis Wheeler	Secretary	2.00	Director	$0	$0	$0
Mary Wiemiller	Secretary	0.50	Officer Director	$0	$0	$0
Lynn Buck	Director	0.50	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	$377,665	$211,104	$2,095,525	$166,561
2024	$159,204	$225,009	$1,930,767	$-65,805
2023	$137,065	$200,226	$1,780,287	$-63,161
2022	$108,446	$212,896	$1,856,366	$-104,450
2021	$193,970	$216,095	$2,096,942	$-22,125
2020	$132,719	$209,851	$2,117,147	$-77,132
2019	$675,421	$218,622	$2,217,273	$456,799
2018	$516,074	$213,741	$1,610,379	$302,333