PELLA 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

1939

Legal Domicile

Principal Officer

JOSH SMITH

Phone

6416209463

Tax Period

2024-04-01 to 2025-03-31

PELLA HISTORICAL SOCIETY, founded in 1939, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 44% operating margin.

Mission

PRESERVE AND PROMOTE PELLA'S DUTCH HERITAGE THROUGH EDUCATIONAL PROGRAMS, HISTORIC SITES, TULIP TIME FESTIVAL AND OTHER FESTIVALS AND EVENTS.

Program Service Accomplishments

Program 1

Expenses: $1,130,236 Revenue: $948,755

MUSEUM TOURS, TULIP TIME FESTIVAL, FALL FESTIVAL, CHRISTMAS WALK AND SEVERAL OTHER ACTIVITIES DESIGNED TO PERPETUATE AND CELEBRATE DUTCH HERITAGE, INCLUDING DE KLOKKENSPEL (DUTCH CLOCK TOWER) AND...

MUSEUM TOURS, TULIP TIME FESTIVAL, FALL FESTIVAL, CHRISTMAS WALK AND SEVERAL OTHER ACTIVITIES DESIGNED TO PERPETUATE AND CELEBRATE DUTCH HERITAGE, INCLUDING DE KLOKKENSPEL (DUTCH CLOCK TOWER) AND DUTCH WINDMILL/INTERPRETIVE CENTER. SERVES IN EXCESS OF 200,000 PEOPLE ANNUALLY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,657,109

Program Service Revenue $653,351

Investment Income $254,933

Other Revenue $40,471

TOTAL REVENUE $2,605,864

Expense Breakdown

Grants Paid $0

Salaries & Benefits $367,758

Fundraising Expenses $14,391

Program Expenses $1,130,236

Other Expenses $1,080,033

TOTAL EXPENSES $1,447,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,605,864	$1,162,359	+1.2%
Expenses	$1,447,791	$1,274,899	+0.1%
Net Income	$1,158,073	$-112,540	-11.3%

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

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
KIM BANDSTRA	DEVELOPMENT	0.50	Director	$0	$0	$0
STEFFANIE BONNSTETTER	STRATEGIC PLANNING	0.50	Director	$0	$0	$0
DEREK DEHAAN	STRATEGIC PLANNING	0.50	Director	$0	$0	$0
JONATHAN DE REUS	GOVERNANCE (CHAIR)	1.00	Director	$0	$0	$0
JESS KANIS	STRATEGIC PLANNING	0.50	Director	$0	$0	$0
GREG MCCULLA	FINANCE (CHAIR)	1.00	Director	$0	$0	$0
AMY RECKER	STRATEGIC PLANNING	0.50	Director	$0	$0	$0
DAVID NEUMANN	CO-CHAIR TTSC	2.00	Director	$0	$0	$0
ED SPRAGUE	BUILDINGS & GROUNDS	1.00	Director	$0	$0	$0
CHAD VANDE LUNE	DEVELOPMENT (HEAD)	1.00	Director	$0	$0	$0
MATT VAN MAANEN	FINANCE	0.50	Director	$0	$0	$0
ANGELA VAN ROEKEL	STRATEGIC PLANNING	0.50	Director	$0	$0	$0
KENDRA VAN WYK	DEVELOPMENT	0.50	Director	$0	$0	$0
ANN VISSER	DEVELOPMENT	1.00	Director	$0	$0	$0
RYAN VOS	STRATEGIC PLANNING	0.50	Director	$0	$0	$0
CRISTY ROOZEBOOM	C-CHAIR TTSC	2.00	Director	$0	$0	$0
TRICIA WISNIEWSKI	HUMAN RESOURCES	0.50	Director	$0	$0	$0
CAITLIN KLINGENBERG	VICE PRESIDENT	1.00	Officer	$0	$0	$0
TRISHA KLOK	SECRETARY	1.00	Officer	$0	$0	$0
JOSH SMITH	PRESIDENT	1.00	Officer	$0	$0	$0
MICAH SPOELSTRA	TREASURER	1.00	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	$2,605,864	$1,447,791	$7,353,596	$1,158,073
2024	$1,162,359	$1,274,899	$6,195,562	$-112,540
2023	$1,264,248	$1,199,925	$6,317,606	$64,323
2022	$1,077,939	$1,161,181	$6,258,526	$-83,242
2021	$798,127	$848,031	$6,371,458	$-49,904
2020	$1,174,748	$973,270	$6,397,257	$201,478
2019	$1,917,863	$1,117,982	$6,240,434	$799,881